• Home
  • Find an Advisor
  • Advisor Resource Center
  • Chapters
    • Find a Chapter
      • Atlanta
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Radio Show
        • Expo
      • Austin
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Charlotte
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Chicago
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Cleveland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Connecticut
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Dallas
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • DC Metro
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Denver
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Greater Boston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Hawaii
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Houston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Long Island
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Maryland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Nashville
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New Jersey
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New York
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Northern California
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Philadelphia
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • San Antonio
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Tri-State
        • Events
        • Join
        • News
        • Summit
      • Triangle
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • The Generational Shift In Business
    • Chapters in Development
      • Miami
      • Phoenix
      • Utah
    • Start a Chapter
    • Emerging Professionals
  • Knowledge Exchange
  • New & Upcoming
    • What’s New
    • National Calendar
  • About XPX
    • About
    • Advisor Principles
    • F.A.Q.s
  • Contact
    • Contact
    • Help
  • Login
    Sign up

    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Feb
26

XPX Philadelphia: Cracking the Code: Is It Time to Exit? Strategic Insights for Sellers

Details

Date & Time

Wed, Feb 26th, 2025 ⋅ 12:00pm - 1:30pm (EST)

Location

BNY Wealth 1735 Market St, 8th Floor Philadelphia PA 19103

Tickets

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

Registrants

53 people attended
Curtis Farrow of Armanino is a member of XPX Philadelphia
DD
WC
Martin Abo of Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC is a member of XPX Philadelphia
Rocco Perate of Meridian Bank is a member of XPX Philadelphia
+48

An Introduction to 2025 Case Study. In this initial session, we will explore the pivotal question of timing, uncover a business's salability, and craft expert recommendations to maximize value.

Click here to read the case study in preparation for the event.


Our Speakers:


Matt Kardish

Manager
Stephano Slack, LLC

Matt is the Manager and Practice Leader in Stephano Slack’s Transaction Advisory Services (TAS) department and works out of their Wayne office. He is both a CPA and CEPA (Certified Exit Planning Advisor) with over 8 years of professional services experience, with the prior 3 years in transaction advisory services.

Matt has worked on more than 25 due diligence projects including sell-side projects and add-ons for buy-side transactions, with transaction values ranging from $1 million to $130 million. Matt started his accounting career in the audit and attestation group at Stephano Slack in 2015 and has a wealth of experience serving companies in the lower middle market, with an industry focus on manufacturing and distribution, construction services, and professional services.



Bill Cornelius

SVP,
M&T Bank

Bill is a seasoned finance professional in M&T Bank’s Middle Market Lending Group with a deep expertise in providing tailored financing solutions to businesses, typically with annual revenues ranging from $25 million to $1 billion. Bill has a niche in the food industry and manufacturing sectors.

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

Box lunch will be provided.


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 event host sponsor:




Make XPX Part of Your Business Plans
Attend an event
Join a chapter
Start a chapter
Find an advisor
Explore
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
Learn
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
Account
  • Login
  • Sign Up
  • Login
  • Sign Up
Connect
  • Contact
  • Become A Sponsor
  • Contact
  • Become A Sponsor
Help & Support
  • Help
  • Help
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map

© 2026 XPX Global LLC.          Privacy Policy         Norms & Principles          Site Map           Terms of Use

Paper-plane Linkedin Youtube

© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
Curtis Farrow of Armanino is a member of XPX Philadelphia
Curtis Farrow
Armanino
DD
David Demuth
CFO Consulting Partners LLC
WC
William Cornelius
M&T Bank
Martin Abo of Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC is a member of XPX Philadelphia
Martin Abo
Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC
Rocco Perate of Meridian Bank is a member of XPX Philadelphia
Rocco Perate
Meridian Bank
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
ERA Group
Max McCauley of Offit Kurman, P.A. is a member of XPX Philadelphia
Max McCauley
Offit Kurman, P.A.
HJ
Heather Johnston
Maximus Partners, LLC
Bryan McGrath of BNY Mellon Wealth Management is a member of XPX Philadelphia
Bryan McGrath
BNY Mellon Wealth Management
JC
Jaeden Cruz
BNY
DA
David Allebach
Janney Montgomery Scott
Matt Kardish of Stephano Slack LLC is a member of XPX Philadelphia
Matt Kardish
Stephano Slack LLC
RF
Raymond Farnesi
UBS
Diane DeCesare of Armanino LLP is a member of XPX Philadelphia
Diane Decesare
Armanino
AH
Adam Haft
Klehr Harrison Harvey Branzburg
Max Heller of Centri Business Consulting, LLC is a member of XPX Philadelphia
Maxwell Heller
Centri Business Consulting, LLC
TF
Timothy Filewicz
Lockton Companies
KW
Kenneth Walser
PCR Partners
GB
Gary Bagin
Stradley Ronon
Andrew Flogel of Northern Trust is a member of XPX Philadelphia
Andrew Flogel
Northern Trust
BB
Blake Becker
Engle Hambright & Davies
FM
Frank Marcucci
Corporate Valuation Advisors, Inc.
ZG
Zach Gorman
GS
Greg Smith
Attolon Partners
AL
Ally Lamson
Gallagher
RM
Robert Mueller
Spruce Legacy Partners
JL
Justin Lamborn
Garnet Captive
JF
Joseph Fitzpatrick
PNC Bank
AS
Andy Sipe
EHD Insurance
PD
Pat Dougherty
Stephano Slack LLC
JT
Jon Thielen
Company Counsel LLC
MD
Michael Dougherty
Commonwealth M&A
AW
Andrea White
Andrea White, Stephano Slack LLC
KM
Kahla Miscavage
Firstrust Bank
KI
Katie Interrante
Apex Commercial Capital
JD
Jesse Dilaura
Insperity
WF
Will Flick
SM
Sean McGinn
Capstone
JS
Jim Sinnott
Capstone
KK
Kat Kelly
The O'Connor Group
Marci Caudle of Tagro Solutions is a member of XPX Philadelphia
Marci Caudle
Tagro Solutions
Eric Maertin of Enduring Value Investments LLC is a member of XPX Philadelphia
Eric Maertin
Enduring Value Investments LLC
LK
Liz Kinkler
JP Morgan Chase
JC
John Cooney
Centri Business Consulting, LLC
Ken Toscano of New York Life is a member of XPX Philadelphia
Ken Toscano
New York Life
Mark Standring of Wells Fargo Advisors Financial Network is a member of XPX Philadelphia
Mark Standring
Wells Fargo Advisors Financial Network
MR
Meredith Ruble
Maximus Partners llc
PK
Patrick Kennedy
Baker Tilly
JL
James Lyons
NSM Insurance
Mike Creighton of Evolution Financial Group is a member of XPX Philadelphia
Mike Creighton
Evolution Financial Group
William Meagher of Bank of America Private Bank is a member of XPX Philadelphia
William Meagher
Bank of America Private Bank
DW
David Wietlisbach
Haverford Trust Company
Jake O'Brien of J.P. Morgan is a member of XPX Philadelphia
Jake O'Brien
Bernstein