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  • Exit Planning Exchange
Exit Planning Exchange
Jul
10

XPX DC Metro: What Makes a Company Valuable?

Details

Date & Time

Thu, Jul 10th, 2025 ⋅ 7:30am - 9:30am (EDT)

Location

The Tower Club 8000 Towers Crescent Dr Suite 1700, Vienna, VA 22182

Tickets

DC Metro Members
$35.00
DC Metro Members Same Day/Walk-In Fee
$45.00
DC Metro Sponsors
$0.00
Non-Members
$60.00
Non-Members Same Day/Walk-In Fee
$70.00
XPX Chapter Network Member
$50.00
XPX Chapter Network Member Same Day/Walk-In Fee
$60.00
Guests

Registrants

31 people attended
Akila Narayanan of Cortland Valuation is a member of XPX DC Metro
EB
Stuart Sorkin of The Business and Legal Advisors, LLC is a member of XPX DC Metro
MF
Corby Megorden of Ennis Legacy Partners is a member of XPX DC Metro
+26

Too often, when owners are considering exit and planning that “next act”, assumptions are made regarding the value of the company, only to result in disappointment when the company is taken to market. Understanding the basics of business valuation, how value is assessed and what “creates” value is critical to successful Exit Planning. Solid financial performance is, of course essential, however numerous factors are considered before a company is truly “ready to sell”. Please join us as Akila Narayanan, Managing Director of Cortland Valuation Group, provides an overview of the basics of business value and how we can help our clients increase the probability of a satisfying exit!


Our Speaker:


Akila Narayanan

Vice-President & Managing Director
Cortland Valuation Group, Inc.

Akila has extensive experience providing valuation services in support of tax planning and compliance, mergers and acquisitions, exit planning and financial reporting. Her casework includes the valuation of business interests, complex securities, debt instruments, intangible assets and emerging company valuations. Ms. Narayanan’s industry experience includes biotech, government contracting, insurance, manufacturing, professional services, real estate and construction, restaurants, retail, software, technology, private equity, hedge funds and venture capital, among others. She is a member of the Appraisal Issues Task Force (AITF), a voluntary group of valuation professionals seeking to improve the practice. She is also an active member of the Washington DC and Northern Virginia Estate Planning Councils.


Agenda:

7:30 -8:15 Networking
8:15- 9:30 Program/Admin

Registration Fees:

XPX DC Members in good standing – $35.00 so join Today!
XPX DC Members Same Day/Walk-in Fee - $45.00

Other XPX Chapter Members – $50.00
Other XPX Chapter Members Same Day/Walk-in Fee - $60.00

Non-Members – $60.00
Non-Members Same Day/Walk-in Fee – $70.00

Full breakfast is included.

BRING A FIRST-TIME GUEST TO XPX!

XPX DC 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.


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Akila Narayanan of Cortland Valuation is a member of XPX DC Metro
Akila Narayanan
Cortland Valuation
EB
Edward Bortnick
Marcum
Stuart Sorkin of The Business and Legal Advisors, LLC is a member of XPX DC Metro
Stuart Sorkin
The Business and Legal Advisors, LLC
MF
Margaret Fischer
Cortland Valuation Group, Inc.
Corby Megorden of Ennis Legacy Partners is a member of XPX DC Metro
Corby Megorden
Ennis Legacy Partners
Liam Mulcahy of BNY Mellon Wealth Management is a member of XPX DC Metro
Liam Mulcahy
Raymond James
JM
Jordan McFarland
FINANCIAL 360
JF
Jim Frangenberg
Wells Fargo Wealth Management
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
Stephanie Katz
CETA Benefit Consulting Group, LLC
AH
Ashley Hall
JP Morgan
TB
Tim Biddle
Custom Business Sales
JM
Jennifer McCloskey
Girardi Associates
Todd Feldman of OBSIDIAN PLANNING SOLUTIONS is a member of XPX DC Metro
Todd Feldman
OBSIDIAN PLANNING SOLUTIONS
SG
Stephanie Gumm
Horizon Advisory Group
MZ
Mario Zumbo
Preserve Private Wealth
Michael Metz of TRUIST (Formerly SunTrust/BB&T) is a member of XPX DC Metro
Michael Metz
TRUIST (Formerly SunTrust/BB&T)
SP
Samir Patel
EB
Erika Cm&ap Baez-Grimes
The BPH Group X Transworld
RC
Richard Chisholm
Chisholm Law Group, LLC
LM
Lucia Manic
Atlantic Union Bank
SB
Seth Berenzweig
Berenzweig Leonard LLP
CP
Connie Phelps
Berenzweig Leonard LLP
SJ
Shelby Julien
Berenzweig Leonard LLP
GT
Gil Topaz
Berenzweig Leonard LLP
Lisa Kirchenbauer of Omega Wealth Management is a member of XPX DC Metro
Lisa Kirchenbauer
Omega Wealth Management
Ron Moore of Schooley Mitchell is a member of XPX DC Metro
Ron Moore
Schooley Mitchell
TA
Tyler Alfriend
Triton Light
Abby Bensimhon of Employee Benefit Research Institute is a member of XPX DC Metro
Abby Bensimhon
Precision Financial Consulting
Matthew Haskin of Bregman, Berbert, Schwartz & Gilday, LLC is a member of XPX DC Metro
Matthew Haskin
Bregman, Berbert, Schwartz & Gilday, LLC
MA
Abimbola Audena
MBA Growth Partners
JK
Julie Kim