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  • Exit Planning Exchange
Exit Planning Exchange
Jun
18

XPX Philadelphia: Cracking the High-Growth Valuation Code

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Details
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Date & Time

Wed, Jun 18th, 2025 ⋅ 7:45am - 9:15am (EDT)

Location

Offit Kurman 1801 Market Street, 23rd floor Philadelphia, PA, 19103

Status

Registration Open

Tickets

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

Registrants

31 people are going
WC
DW
Martin Abo of Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC is a member of XPX Philadelphia
Max McCauley of Offit Kurman, P.A. is a member of XPX Philadelphia
Karl Berger of Fractal Sales Solutions is a member of XPX Philadelphia
+26

For the buyer in a transaction, price is what you pay, value is what you get! For sellers, it therefore stands to reason that the more value you can demonstrate for your business, the more you should expect to receive in a sale.

At this month’s meeting, we’ll explore the critical factors that influence the valuation of a business. Curtis Farrow of Armanino, and Michael Dougherty of Commonwealth M&A will lead an engaging discussion focused on both the art and science that most impact a company’s valuation.

Using the Project Green case study, Curtis and Michael will walk us through a real-world example of how businesses are appraised, and the factors that can enhance or diminish company value.

Join us for actionable insights, meaningful peer discussion, and the opportunity to connect with fellow XPX Philadelphia members.

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

Our Speakers:


Curtis Farrow

Managing Director
Armanino Advisory LLC

Curtis has supported many clients in achieving their growth initiatives in connection with M&A, capital raising, reorganizations, and carve-outs, as well as successful liquidity events for stakeholders via IPOs, de-SPACs, reverse mergers, and other M&A transactions. Curtis combines his strong expertise in business and intangible asset valuation with his knowledge of accounting and economics to identify, address, and resolve business issues for executives/management teams, founders/entrepreneurs, and private investors (PE/VC).




Michael Dougherty

Associate
Commonwealth M&A, LLC

Michael is an M&A advisor focused on lower-middle market sell-side transactions, specializing in founder and family-owned businesses across various industries. At Commonwealth M&A, he leads execution efforts from initial valuation and marketing strategy through buyer outreach, diligence, and deal closing—working hands-on with business owners and management teams to position their companies for successful outcomes and long-term growth with the right capital partners.


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

Food and beverages 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.

Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.


Thank you to our event host sponsor:


========================================


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
WC
William Cornelius
M&T Bank
DW
David Wietlisbach
Haverford Trust Company
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
Max McCauley of Offit Kurman, P.A. is a member of XPX Philadelphia
Max McCauley
Offit Kurman, P.A.
Karl Berger of Fractal Sales Solutions is a member of XPX Philadelphia
Karl Berger
Fractal Sales
RB
Ross Berger
Offit Kurman
Eric Maertin of Enduring Value Investments LLC is a member of XPX Philadelphia
Eric Maertin
Enduring Value Investments LLC
HJ
Heather Johnston
Maximus Partners, LLC
Michael Karwic of Glenayr Family Advisors is a member of XPX Philadelphia
Michael Karwic
Glenayr Family Advisors
DG
David Gaynor
Marshall & Stevens Incorporated
DF
Danielle Friedman
Offit Kurman, P.A.
JS
John Sweeney
Offit Kurman, P.C.
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
ERA Group
DM
Dominic Mesko
Armanino Advisory LLC
DK
David Kaplan
Armanino
Joseph Armstrong of Offit Kurman is a member of XPX Philadelphia
Joseph Armstrong
Offit Kurman
AB
Amara Briggs
Bernstein
JC
John Cooney
Centri Business Consulting, LLC
Mark Standring of Wells Fargo Advisors Financial Network is a member of XPX Philadelphia
Mark Standring
Wells Fargo Advisors Financial Network
DD
David Demuth
CFO Consulting Partners LLC
Curtis Farrow of Armanino is a member of XPX Philadelphia
Curtis Farrow
Armanino
MD
Michael Dougherty
Commonwealth M&A
JB
Jim Butler
Wealth Enhancement
Charles Higgins of Centri Business Consulting, LLC is a member of XPX Philadelphia
Charles Higgins
Centri Business Consulting, LLC
Mike Creighton of Evolution Financial Group is a member of XPX Philadelphia
Mike Creighton
Evolution Financial Group
AF
Andrew Flogel
Northern Trust
DS
Dustin Starling
Engage
Bryan McGrath of BNY Mellon Wealth Management is a member of XPX Philadelphia
Bryan McGrath
BNY Mellon Wealth Management
TR
Ty Rohrbach
EHD
FF
Francesca Farnesi
JPMorgan Chase