XPX New York - Key Nuances of Quality of Earnings Engagements!

In this upcoming presentation, we’ll delve into the strategic importance of Quality of Earnings (QoE) engagements and reports in M&A transactions, tailored specifically for advisors navigating deal strategy and execution. Our discussion will cover how advisors can leverage these insights to uncover the true, sustainable earnings power of a target company and drive better deal outcomes. We’ll highlight key components of a robust QoE report, common red flags, and how findings can influence valuation, deal structure, and negotiation tactics. Advisors will gain practical insights into leveraging QoE results to better inform clients, mitigate risk, and drive successful outcomes in both buy-side and sell-side engagements.

Our Speaker:

Jeanette Jordan
Partner – Transaction Advisory
Withum

As a transaction advisory partner at Withum, holding her CPA and CM&AA certifications, Jeanette supports buyers and sellers in the lower middle / middle market as they navigate their business’s life cycle, primarily advising before, during and after a transaction. In her twenty-five plus years in public accounting she has worked primarily with middle market companies providing services ranging from audited to compiled financial statements to tax returns, and now to transaction advisory. After well over a decade focused on transactions, she brings her depth and breadth of experience to every deal; positioning sellers in a position of strength and assisting buyers and lenders in identifying, evaluating and minimizing the risk of acquisitions and lending.

Registration Fees:

XPX NY and Tri-State Members in good standing are complimentary, so join Today!

There is no charge for this event but registration is required for catering planning and building access.

Non-members:

$75.00 Early Bird (through 11/17)
$90.00 Regular Fee$100.00 Same Day Registration/Walk-In Fee

XPX Chapter Network Members:

$65.00 Early Bird (through 11/17)
$75.00 Regular Fee
$85.00 Same Day Registration/Walk-In Fee

Breakfast will be provided.

First Time Guest:  Complimentary pass for potential members to a first XPX event.  Member referral is required. Member (not guest) must email angie@exitplanningexchange.com to register a FIRST TIME guest.