XPX Northern California: (Seller’s) Quality of Earnings: the highest ROI for a seller

Join us for an insightful panel discussion on the Quality of Earnings (QoE), where industry experts will delve into the critical aspects of financial due diligence. This session will cover the importance of QoE in evaluating a company's financial health, identifying potential risks, and ensuring accurate valuation. Panelists will share their experiences and best practices in conducting QoE analyses, highlighting common pitfalls and key indicators to watch for. Whether you're an investor, financial analyst, or business owner, this discussion will provide valuable insights to enhance your understanding of QoE and its impact on informed decision-making.

Agenda:

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

Our Speakers:

Robert Thomas
Partner
WithumSmith+Brown, PC

Rob Thomas is a Partner at Withum, bringing over 14 years of experience in accounting. Based in San Francisco, he specializes in helping life sciences, technology, and emerging growth companies ensure their financial statements align with investor expectations. Rob has extensive expertise in IPOs, secondary offerings, and complex accounting areas such as revenue recognition, leases, and stock-based compensation. He is a thought leader, co-authoring industry articles and presenting at advisory events.

Michael Ritchie
Senior Manager | Transaction Advisory
WithumSmith+Brown, PC

Michael is a Senior Manager on Withum’s Transaction Advisory Services Team. He has over 15 years of experience and specializes in transaction advisory on both the buy and sell sides, M&A strategy, and working with sellers for go-to-market strategies across multiple industries. He works closely with strategic acquirers and private equity on integration and growth strategies.

Jay Jung
Managing Partner
Embarc Advisors

Jay Jung is the Founder and Managing Partner of Embarc Advisors. With a background as a former Goldman Sachs Investment Banker and McKinsey & Company Consultant, Jay has completed over $50 billion in transactions, including high-profile deals such as the sales of Yahoo, MuleSoft, and SanDisk. His extensive experience in investment banking and consulting has made him a trusted advisor in the financial industry. Jay's strategic insights and leadership have been instrumental in guiding Embarc Advisors to success, helping clients navigate complex financial landscapes and achieve their business goals.

Patrick Muller
Principal
SBJ Capital

Patrick M. is a Principal at SBJ Capital, a private investment firm with approximately $600 million in assets under management. He has been with SBJ Capital for over 10 years and previously worked at Wells Fargo Securities. He holds a Bachelor of Arts in Economics from Davidson College, where he graduated cum laude. Patrick is known for his strategic advice and partnership-oriented approach, supporting the goals of entrepreneurs and management teams in founder and family-owned consumer and services companies.

Pricing:

Non-Members 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.