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  • Exit Planning Exchange
Exit Planning Exchange
Feb
27

XPX Philadelphia Bucks & Montgomery County Meeting - Cracking the Code: Is It Time to Exit? Strategic Insights for Sellers

Details

Date & Time

Thu, Feb 27th, 2025 ⋅ 7:45am - 9:15am (EST)

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

30 people attended
Bryan McGrath of BNY Mellon Wealth Management is a member of XPX Philadelphia
Joanne Murray of Antheil Maslow & MacMinn, LLP is a member of XPX Philadelphia
Cynthia Bergvall of Bee, Bergvall & Co is a member of XPX Philadelphia
JP
Jennifer Young of VisionSpark is a member of XPX Philadelphia
+25

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:


Joanne M. Murray, Esq.

Partner
Antheil Maslow & MacMinn, LLP

Joanne M. Murray is a Partner in the Business and Finance Practice Group of Antheil Maslow and MacMinn, a law firm based in Bucks County, Pennsylvania and is a member of the Firm’s Executive Committee. She is Co-President of XPX Philadelphia. Joanne serves as an experienced and insightful counselor to business owners as they face the financial, legal, and operational challenges that are an inevitable part of the life cycle of a business, including the transition of the business to new ownership through the merger and acquisition process.



Kim Arnold

Senior Commercial Relationship Manager
ESSA Bank & Trust

Kim Arnold is a Senior Commercial Relationship Manager with over 30 years of experience helping business owners navigate complex financial landscapes. Specializing in exit strategy planning, Kim helps entrepreneurs and business owners structure their financial transitions for optimal outcomes, whether through sale, succession, or other strategies. With an extensive network of partners and experts in mergers and acquisitions, tax implications, and succession planning, Kim works closely with clients and partners to ensure a smooth exit process that maximizes value and minimizes risk. Kim is known for her strategic insight, personalized approach, and dedication to helping clients achieve long-term financial success and security.


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.
Bryan McGrath of BNY Mellon Wealth Management is a member of XPX Philadelphia
Bryan McGrath
BNY Mellon Wealth Management
Joanne Murray of Antheil Maslow & MacMinn, LLP is a member of XPX Philadelphia
Joanne Murray
Antheil Maslow & MacMinn, LLP
Cynthia Bergvall of Bee, Bergvall & Co is a member of XPX Philadelphia
Cynthia Bergvall
Bee, Bergvall & Co
JP
Jeff Pugh
Fulton Bank
Jennifer Young of VisionSpark is a member of XPX Philadelphia
Jennifer Young
VisionSpark
Kim Arnold of WSFS Bank is a member of XPX Philadelphia
Kimberly Arnold
ESSA Bank & Trust
FS
Francis (frank) Sullivan
Hill Wallack LLP
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
ERA Group
PA
Paul Avery
Meridian Bank
Stephen Target of Newton One Advisors is a member of XPX Philadelphia
Stephen Target
Newton One Advisors
RS
Ronald Schlegel
Stony Hill Advisors, Inc
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
Fred Kaplan
Stony Hill Advisors
Karl Berger of Fractal Sales Solutions is a member of XPX Philadelphia
Karl Berger
Fractal Sales Solutions
TF
Timothy Filewicz
Lockton Companies
DD
David Demuth
CFO Consulting Partners LLC
Christopher Freddo of Bryn Mawr Capital Management is a member of XPX Philadelphia
Christopher Freddo
Bryn Mawr Capital Management
Andrew Finkle of CBIZ Advisors, LLC is a member of XPX Philadelphia
Andrew Finkle
CBIZ Advisors, LLC
Marci Caudle of Tagro Solutions is a member of XPX Philadelphia
Marci Caudle
Tagro Solutions
LV
Lorenzo Vizza
Maximus Partners
SR
Schuyler Rooke
Mid-Atlantic Partners
Mark Carlton of Compass Point is a member of XPX Philadelphia
Mark Carlton
Compass Point
Steve Economou of Grassi & Co, is a member of XPX Philadelphia
Steve Economou
Grassi & Co,
TB
Thomas Bayer
The Haverford Trust Company
Tom McKee of Edward Jones is a member of XPX Philadelphia
Tom McKee
Edward Jones
ML
Michael Lipschutz
Kreischer Miller
David Simon of 1792 Wealth Advisors is a member of XPX Philadelphia
Dave Simon
1792 Wealth Advisors
MC
Michael Carpino
FCCB
Andrew Flogel of Northern Trust is a member of XPX Philadelphia
Andrew Flogel
Northern Trust