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  • Exit Planning Exchange
Exit Planning Exchange
Sep
25

XPX Philadelphia Bucks & Montgomery County - Building the Financial Foundation: From Good to GAAP

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Details
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Date & Time

Thu, Sep 25th, 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

Status

Registration Open

Tickets

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

Registrants

24 people are going
ML
Christopher Freddo of Bryn Mawr Capital Management is a member of XPX Philadelphia
DD
Susan Rosner of Calder Associates is a member of XPX Philadelphia
JP
+19
This program guides participants through the exciting transformation from current financial reporting practices to full GAAP compliance. It provides hands-on insight into implementing robust systems and internal controls, equipping you with the tools and confidence to navigate regulatory requirements, streamline reporting, and elevate financial transparency.


Our Speaker:

Mike Lipschutz
Director, Transaction Advisory Services
Kreischer Miller


Michael is a Director in Kreischer Miller’s Transaction Advisory Group. Michael has over 15 years of public accounting experience, most recently specializing in providing financial due diligence for buyers and sellers, quality of earnings, net working capital analysis, purchase agreement recommendations, and merger and acquisition services to his clients. He has advised on a variety of complex transactions, including carve-outs, recapitalizations, and rollups.

Michael’s experience includes working with a variety of privately-held and family-owned businesses such as manufacturers, distributors, professional service companies, technology companies, staffing firms, healthcare and government contractors.



Registration Fees:

XPX Philadelphia Members in good standing – FREE, there is no charge for this event but registration is required for building security access and 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.
ML
Michael Lipschutz
Kreischer Miller
Christopher Freddo of Bryn Mawr Capital Management is a member of XPX Philadelphia
Christopher Freddo
Bryn Mawr Capital Management
DD
David Demuth
CFO Consulting Partners LLC
Susan Rosner of Calder Associates is a member of XPX Philadelphia
Susan Rosner
Calder Associates
JP
Jeff Pugh
Fulton Bank
Jeanette Jordan of Withum is a member of XPX Tri-State
Jeanette Jordan
Withum
David Simon of 1792 Wealth Advisors is a member of XPX Philadelphia
David Simon
1792 Wealth Advisors
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
JP
Jacob Peifer
Open Road Capital Advisors
Tom McKee of Edward Jones is a member of XPX Philadelphia
Tom McKee
Edward Jones
Wade Rice of Citizens Bank is a member of XPX Philadelphia
Wade Rice
Citizens Bank
BD
Brendan Dodge
RD
Richard Dickerson
Independent Business Life Insurance Planner
EO
Ed O'Sullivan
VR Business Sales Mergers and Acquisitions
Marci Caudle of Tagro Solutions is a member of XPX Philadelphia
Marci Caudle
Tagro Solutions
Andrew Finkle of CBIZ Advisors, LLC is a member of XPX Philadelphia
Andrew Finkle
CBIZ Advisors, LLC
FS
Francis (frank) Sullivan
Hill Wallack LLP
Kim Arnold of WSFS Bank is a member of XPX Philadelphia
Kim Arnold
WSFS Bank
SS
Steve Snyder
Snyder Solutions
MS
Matt Salvitti
The S&P Wealth Team @ RBC
Cynthia Bergvall of Bee, Bergvall & Co is a member of XPX Philadelphia
Cynthia Bergvall
Bee, Bergvall & Co
IL
Isaac Lepro
Sharp Financial