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  • Exit Planning Exchange
Exit Planning Exchange
Nov
21

XPX Philadelphia Bucks & Montgomery County Meeting - Exit Stage Right: The Artful Dance of Transitioning Your Business

Details

Date & Time

Thu, Nov 21st, 2024 ⋅ 7:45am - 9:15am (EDT)

Location

Offices of Antheil Maslow & MacMinn 131 W. State Street Doylestown, PA 18901 Note: Please park in lot across Clinton Street

Tickets

Non-members
$75.00
Non-Members Same Day/Walk-In
$85.00
Philadelphia Sponsor
$0.00
XPX Chapter Network Members
$55.00
XPX Chapter Network Members Walk-In/Same Day Fee
$65.00
XPX Philadelphia Members
$0.00
Guests

Registrants

16 people attended
Stephen Target of Newton One Advisors is a member of XPX Philadelphia
PA
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
JR
David DeMuth of CFO Consulting Partners, LLC is a member of XPX Philadelphia
+11

Transition Planning and Case Study Wrap-Up.

Our Speaker:


Susan Rosner

Managing Partner
Caldor Associates

Susan, Managing Partner at Calder Associates, brings over 35 years of M&A and strategic advisory experience in the middle market. With over $600 million in transactions, she has guided business owners through key decisions and transitions. Combining Calder's proprietary process with her deep understanding of both the financial and human aspects of deals, Susan expertly navigates clients through the exhilarating, sometimes nerve-wracking, and always transformative journey of buying, selling, or recapitalizing a business.


Registration Fees:

XPX Philadelphia Members in good standing – FREE, there is no charge for this event but registration is required for headcount purposes. Join our membership today and enjoy the benefits!

XPX Chapter Network Members: $55.00
XPX Chapter Network Members Walk-In/Same Day Fee: $65.00

Non-members: $75.00
Same Day/Walk-In: $85.00

Registration includes bagels & coffee.


MEMBER BENEFIT - BRING A FIRST-TIME GUEST TO XPX!

XPX Philadelphia members are encouraged to bring a first-time guest (FREE) for this event. Members (NOT GUEST), can contact angie@exitplanningexchange.com to register your guest.

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  The sale is final after the 72 hour deadline. We are unable to issue a credit towards another meeting. This registration is NOT transferable to another individual - no substitutes please.


Thank you to our Venue Host: 

Antheil Maslow & MacMinn


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Stephen Target of Newton One Advisors is a member of XPX Philadelphia
Stephen Target
Newton One Advisors
PA
Paul Avery
Meridian Bank
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
ERA Group
JR
John Reed
Sales Xceleration
David DeMuth of CFO Consulting Partners, LLC is a member of XPX Philadelphia
David Demuth
CFO Consulting Partners LLC
Joanne Murray of Antheil Maslow & MacMinn, LLP is a member of XPX Philadelphia
Joanne Murray
Antheil Maslow & MacMinn, LLP
Karl Berger of Fractal Sales Solutions is a member of XPX Philadelphia
Karl Berger
Fractal Sales Solutions
KM
Kevin Michals
EOS Worldwide
DB
Doug Bloom
DAB VENTURES, INC.
Susan Rosner of Calder Associates is a member of XPX Philadelphia
Susan Rosner
Calder Associates
BL
Bob Logan
LFSC
Kevin Mullin of CLA(CliftonLarsonAllen LLP) is a member of XPX Philadelphia
Kevin Mullin
CLA(CliftonLarsonAllen LLP)
Bryan McGrath of BNY Mellon Wealth Management is a member of XPX Philadelphia
Bryan McGrath
BNY Mellon Wealth Management
Kim Arnold of WSFS Bank is a member of XPX Philadelphia
Kimberly Arnold
ESSA Bank & Trust
Tom McKee of Edward Jones is a member of XPX Philadelphia
Tom McKee
Edward Jones
Richard Dickerson of Independent is a member of XPX Philadelphia
Richard Dickerson
Independent