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  • Exit Planning Exchange
Exit Planning Exchange
Jun
26

XPX Philadelphia Bucks & Montgomery County: Cracking the High-Growth Valuation Code

Details

Date & Time

Thu, Jun 26th, 2025 ⋅ 7:45am - 9:15am (EDT)

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 XPX Members
$0.00
Sponsor (CFO)
$0.00
XPX Chapter Network Members
$55.00
XPX Chapter Network Members Walk-In/Same Day Fee
$65.00
Guests

Registrants

28 people attended
Joanne Murray of Antheil Maslow & MacMinn, LLP is a member of XPX Philadelphia
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
Christopher Freddo of Bryn Mawr Capital Management is a member of XPX Philadelphia
David DeMuth of CFO Consulting Partners, LLC is a member of XPX Philadelphia
JP
+23

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, 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

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.

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 Venue Host: 


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


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Joanne Murray of Antheil Maslow & MacMinn, LLP is a member of XPX Philadelphia
Joanne Murray
Antheil Maslow & MacMinn, LLP
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
Fred Kaplan
Stony Hill Advisors
Christopher Freddo of Bryn Mawr Capital Management is a member of XPX Philadelphia
Christopher Freddo
Bryn Mawr Capital Management
David DeMuth of CFO Consulting Partners, LLC is a member of XPX Philadelphia
David Demuth
CFO Consulting Partners LLC
JP
Jeff Pugh
Fulton Bank
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
ERA Group
SS
Steve Staugaitis
Stephen Target of Newton One Advisors is a member of XPX Philadelphia
Stephen Target
Newton One Advisors
Marci Caudle of Tagro Solutions is a member of XPX Philadelphia
Marci Caudle
Tagro Solutions
Kim Arnold of WSFS Bank is a member of XPX Philadelphia
Kimberly Arnold
ESSA Bank & Trust
BH
Brian Hungarter
Girard
ML
Michael Lipschutz
Kreischer Miller
MD
Michael Dougherty
Commonwealth M&A
Curtis Farrow of Armanino is a member of XPX Philadelphia
Curtis Farrow
Armanino
Cynthia Bergvall of Bee, Bergvall & Co is a member of XPX Philadelphia
Cynthia Bergvall
Bee, Bergvall & Co
Wade Rice of Citizens Bank is a member of XPX Philadelphia
Wade Rice
Citizens Bank
AJ
Alyssa Johns
Sisterson
Andrew Flogel of Northern Trust is a member of XPX Philadelphia
Andrew Flogel
Northern Trust
JG
Ed O'Sullivan
VR Business Sales Mergers and Acquisitions
Susan Rosner of Calder Associates is a member of XPX Philadelphia
Susan Rosner
Calder Associates
Charles Higgins of Centri Business Consulting, LLC is a member of XPX Philadelphia
Charles Higgins
Centri Business Consulting, LLC
SD
Stephen Davis
Citrin Cooperman
CB
Cristina Barsony
Univest/Girard
Richard Dickerson of Independent is a member of XPX Philadelphia
Richard Dickerson
Independent Business Life Insurance Planner
David Simon of 1792 Wealth Advisors is a member of XPX Philadelphia
David Simon
1792 Wealth Advisors
JB
Jeffrey Bowley
Daneel
Jeanette Jordan of Withum is a member of XPX Tri-State
Jeanette Jordan
Withum
TB
Thomas Bayer
The Haverford Trust Company