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  • Exit Planning Exchange
Exit Planning Exchange
Apr
22

XPX Philadelphia - Selling Isn’t Listing: How Great Businesses Are Actually Marketed

Details

Date & Time

Wed, Apr 22nd, 2026 ⋅ 12:00pm - 1:15pm (EDT)

Location

Offit Kurman 2000 Market Street, 27th Floor Philadelphia, PA 19103

Tickets

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

Registrants

33 people attended
Eric Pritchard of Pierson Ferdinand is a member of XPX Philadelphia
William Meagher of Bank of America Private Bank is a member of XPX Philadelphia
WS
Jim Butler of Wealth Enhancement is a member of XPX Philadelphia
HJ
+28

A strong company doesn’t automatically command a strong valuation. The real magic happens in how the business is positioned, who gets invited to the table, and how the sale process is engineered. This session pulls back the curtain on the strategies that drive premium exits: crafting a compelling narrative, generating real competitive tension, protecting confidentiality, and shaping how buyers feel about the opportunity.

You’ll see why a well run process can move value more than the financials ever could — and how sellers can turn a good business into an irresistible one.


Our Speakers:


Susan Rosner

Managing Partner
Caldor Associates

Susan, Managing Partner at Calder Associates, brings over 35 years of M&A and strategic advisory experience in the middle market. With over $600 million in transactions, she has guided business owners through key decisions and transitions. Combining Calder's proprietary process with her deep understanding of both the financial and human aspects of deals, Susan expertly navigates clients through the exhilarating, sometimes nerve-wracking, and always transformative journey of buying, selling, or recapitalizing a business.


Jennifer Gaynor

Owner/Broker
VR Business Sales

Jennifer is an owner, managing partner, and business broker in the VR Bucks County office. With a background in commercial real estate, business formation, and litigation, she brings over 15 years of legal experience to her clients. After successfully owning and selling her own business, she offers valuable insight into business operations, financial analysis, and the mindset of today’s owners. Her leadership and expertise have driven consistent results throughout her career.


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

Food and beverages will be provided.


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 or credits will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.


Thank you to our event host sponsor:


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


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Eric Pritchard of Pierson Ferdinand is a member of XPX Philadelphia
Eric Pritchard
Pierson Ferdinand
William Meagher of Bank of America Private Bank is a member of XPX Philadelphia
William Meagher
Bank of America Private Bank
WS
Wei Scaltrito
Nimble Pursuit Acquisitions
Jim Butler of Wealth Enhancement is a member of XPX Philadelphia
Jim Butler
Wealth Enhancement
HJ
Heather Johnston
Maximus Partners, LLC
Joseph Armstrong of Offit Kurman is a member of XPX Philadelphia
Joseph Armstrong
Offit Kurman
Ally Lamson of WTW is a member of XPX Philadelphia
Ally Lamson
WTW
Martin Abo of Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC is a member of XPX Philadelphia
Martin Abo
Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC
Charles Higgins of Centri Business Consulting, LLC is a member of XPX Philadelphia
Charles Higgins
Centri Business Consulting, LLC
CC
Charles Clark
OceanFirst Bank
Susan Rosner of Calder Associates is a member of XPX Philadelphia
Susan Rosner
Calder Associates
Wade Rice of Citizens Bank is a member of XPX Philadelphia
Wade Rice
Citizens Bank
SD
Stephen Davis
Citrin Cooperman
David DeMuth of CFO Consulting Partners, LLC is a member of XPX Philadelphia
David Demuth
CFO Consulting Partners LLC
DF
Danielle Friedman
Offit Kurman, P.A.
Andrew Flogel of Northern Trust is a member of XPX Philadelphia
Andrew Flogel
Northern Trust
MB
Mark Bowerman
Cedar Park Consulting, LLC
GS
Greg Smith
Attolon Partners
JG
Jennifer Gaynor
VR Business Sales Mergers and Acquisitions
CO
Christopher Ouellette
Cohen Seglias Pallas Greenhall & Furman PC
JC
John Cooney
Aprio
AC
Anthony Chwastyk
Cohen Seglias Pallas Greenhall & Furman, P.C.
John Uehling of Uehling Wealth Management of UBS Financial Services, Inc. is a member of XPX Philadelphia
John Uehling
Uehling Wealth Management of UBS Financial Services, Inc.
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
ERA Group
Max McCauley of Offit Kurman, P.A. is a member of XPX Philadelphia
Max McCauley
Offit Kurman, P.A.
JD
Jeremy Dombroski
Eliassen Group
Nella Bloom of Bloom & Bloom, LLC is a member of XPX Philadelphia
Nella Bloom
Bloom & Bloom, LLC
Matt Kardish of Stephano Slack LLC is a member of XPX Philadelphia
Matt Kardish
Stephano Slack LLC
JS
John Sweeney
Offit Kurman, P.C.
Steve Economou of Grassi & Co, is a member of XPX Philadelphia
Steve Economou
Grassi & Co,
EO
Ed O'Sullivan
VR Business Sales Mergers and Acquisitions
MM
Meaghan McLaughlin
McLaughlin Private Wealth