XPX Philadelphia - The Art of the Earn-out: Structuring Deals That Work

Get an inside look at how to design earn-out arrangements that drive performance, protect value, and keep both sides aligned for success. We’ll unpack the key ingredients – performance metrics, security measures and payment triggers – and show how they can come together to create a deal structure that is both smart and sustainable.

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

Our Speakers:

Susan Rosner
Case Study Author
Managing Partner
Calder Associates

Susan is a managing partner and board member of Calder Associates and is in charge of Calder Associates’ Pennsylvania Operations. She’s also responsible for Calder’s sales and marketing strategy.

Susan brings 35 years of broad-based entrepreneurial and business experience to her role in helping business owners and acquirers navigate the complex process of a successful transaction. Susan manages intermediaries throughout the region and acts as the primary broker for a variety of clients. She has completed transactions ranging in value from $1M to $35M in construction, retail, and distribution, manufacturing and service sectors.

Daniel Pannone
Managing Director
Transaction Advisory Team
Armanino

Daniel is a Managing Director in Armanino's transaction advisory services practice based in NY. In this role, Daniel assists clients with buy-side and sell-side financial due diligence assignments, including Quality of Earnings reports and working capital analysis.

Daniel has over 15 years of public accounting and consulting experience in financial due diligence, forensic accounting, litigation support, and audit.

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

Non-members: $75.00
Same Day/Walk-In: $85.00

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.

Thank you to our event host sponsor:

Armanino Advisory LLC

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