XPX Northern California - Understanding the Letter of Intent: it’s more than the headline value

Join us for an insightful XPX panel discussion on the critical role of Letters of Intent (LOIs) in business acquisitions—beyond just the purchase price. Led by M&A advisor Al Statz, with expert insights from attorneys Laurie Sanders and Rich McDerby, this session will unpack the strategic, financial, and legal nuances that shape LOI negotiations.

Key Takeaways:

✔ More Than Price – Understand the importance of LOI terms beyond the headline number.
✔ Buyer vs. Seller Perspectives – How priorities, risks, and deal structures differ on each side.
✔ Negotiation Strategies – Learn how professionals structure LOIs to their clients’ advantage.
✔ Deal-Making Trends – Gain insights into the latest LOI practices.

Agenda:

4:30 – 5:15 - Registration & Networking
5:15 – 5:25 - XPX and Chapter news
5:25 – 6:30 - LOI panel discussion and Q&A
6:30 – 7:00 - Networking
7:00 – Close

Our Speakers:

Al Statz
President & M&A Advisor
Exit Strategies Group, Inc.

Al Statz is president and founder of Exit Strategies Group, a lower middle market M&A advisory and business valuation firm. Founded in 2002, the firm specializes in helping lower middle market company owners optimize their results in a structured sale or recapitalization process. Al has advised on or participated in well over a hundred successful M&A transactions since the 1990s. He has engineering and business degrees and is accredited in M&A (M&AMI) and business valuation (ASA).

Laurie A Sanders
Partner
Fox Rothschild LLP

Laurie A. Sanders is a partner in the San Francisco office of Fox Rothschild LLP, a national law firm. Laurie has more than 30 years of experience advising sell-side and buy-side clients on all aspects of sales and merger transactions including planning for a transaction, negotiating the deal, and closing. She focuses on privately held companies in all industries and ranging from family-owned businesses to multinational firms.

Richard McDerby
Partner
Manatt, Phelps & Phillips, LLP

Rich McDerby is a partner at Manatt, Phelps & Phillips, LLP and leads the San Francisco and Silicon Valley offices. His practice focuses on mergers and acquisitions, private equity transactions, venture capital finance, strategic transactions and general corporate representation.

Rich enjoys working alongside business owners and senior managers to develop growth and transaction strategies, providing practical business advice to his clients. He also guides innovators, inventors and founders at all stages of their startup cycle, from formation and funding to growth and strategic sale, with a focus on new and emerging technologies.

Pricing:

Guests are welcome to come and check us out, before applying for membership. Please RSVP.

There is no charge for this event but registration is required for catering planning.