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  • Exit Planning Exchange
Exit Planning Exchange
Sep
24

XPX Philadelphia Bucks & Montgomery County - One Deal. Same Agreement. Different Perspectives. A facilitated discussion between buyer's counsel and seller's counsel on negotiating risk, value, and closing transactions.

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Details
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Date & Time

Thu, Sep 24th, 2026 ⋅ 7:45am - 9:15am (EDT)

Location

Kriescher Miller |100 Witmer Road | Horsham, PA 19044

Status

Registration Open

Tickets

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

Registrants

42 people are going
Andrew Finkle of CBIZ Advisors, LLC is a member of XPX Philadelphia
RB
Wade Rice of Citizens Bank is a member of XPX Philadelphia
ML
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
+37

The same purchase agreement can look very different depending on which side of the table you're sitting on. Seller's counsel is focused on preserving value and minimizing post-closing exposure, while buyer's counsel is tasked with identifying risk and protecting the buyer's interests. Both are advocating for their client, often leading to very different interpretations of the same provisions.

This discussion brings together attorneys from both sides of the transaction to examine how key deal terms are negotiated, where perspectives diverge, and why deals sometimes stall. Through real-world examples and candid conversation, attendees will gain practical insights into managing negotiation friction, understanding opposing counsel's objectives, and helping transactions reach a successful closing.


Moderator:


Susan Rosner

Managing Partner
Calder Associates

Susan is 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.



Francis J. Sullivan

Senior Counsel
Hill Wallack LLP

Frank is Senior Counsel of Hill Wallack LLP’s Yardley, Pa., office. He is Chairman of the Business & Commercial and Trusts & Estates practice groups and is a member of the Banking & Financial Services group. Frank also Chairs the Sullivan Hanson Institute, an internal Hill Wallack seminar series, showcasing the Firm’s different practice groups areas of expertise.


Joanne Murray
Partner
Antheil Maslow and MacMinn LLP

Joanne is a Partner in the Business and Finance Practice Group of Antheil Maslow and MacMinn, a law firm based in Bucks County, Pennsylvania. She is Co-President of XPX Philadelphia. Joanne serves as an experienced and insightful counselor to business owners as they face the financial, legal, and operational challenges that are an inevitable part of the life cycle of a business, including the transition of the business to new ownership through the merger and acquisition process.


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.


BRING A FIRST-TIME GUEST TO XPX!

Member Benefit (First Time Guest to an XPX event ) -  Complimentary pass to a first XPX educational event only.  A Philadelphia member referral is required. The XPX member (not the guest) must email angie@exitplanningexchange.com to register their first-time guest.

This offer is valid only for individuals who have never attended an XPX Chapter event. Guests who have previously attended any XPX event, whether paid or complimentary, are not eligible.

Regular Monthly Educational Events 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 Venue Host: 




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

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Andrew Finkle of CBIZ Advisors, LLC is a member of XPX Philadelphia
Andrew Finkle
CBIZ Advisors, LLC
RB
Raymond Babik
LNA Partners LLC
Wade Rice of Citizens Bank is a member of XPX Philadelphia
Wade Rice
Citizens Bank
ML
Michael Lipschutz
Kreischer Miller
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
Fred Kaplan
Stony Hill Advisors
Joanne Murray of Antheil Maslow & MacMinn, LLP is a member of XPX Philadelphia
Joanne Murray
Antheil Maslow & MacMinn, LLP
PA
Paul Avery
Firstrust Bank
JG
Jennifer Gaynor
VR Business Sales Mergers and Acquisitions
JP
Jeff Pugh
Fulton Bank
Marci Caudle of Tagro Solutions is a member of XPX Philadelphia
Marci Caudle
Tagro Solutions
HK
Heather Kay
Ready Aim Impact
RK
Rich Kelly
RC Kelly Law Associates, LLC
Susan Towers, Principal of Towers Fractional Marketing for SMB industrial manufacturers, software and IT services companies, is a member of XPX Philadelphia.
Susan Towers
Towers Fractional Marketing
ES
Emily Sorbello
Key Bank
Andrew Flogel of Northern Trust is a member of XPX Philadelphia
Andrew Flogel
Northern Trust
AJ
Alyssa Johns
Sisterson
Christopher Freddo of Bryn Mawr Capital Management is a member of XPX Philadelphia
Christopher Freddo
Bryn Mawr Capital Management
AM
Andrew Meinster
Self Employed
MT
Michael Topley
Lansing Street Advisors
Jeanette Jordan of Withum is a member of XPX Tri-State
Jeanette Jordan
Withum
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
ERA Group
JD
Jeremy Dombroski
Eliassen Group
CC
Charles Clark
WSFS Bank
Cynthia Bergvall of Bee, Bergvall & Co is a member of XPX Philadelphia
Cynthia Bergvall
Bee, Bergvall & Co
FS
Francis (frank) Sullivan
Hill Wallack LLP
Susan Rosner of Calder Associates is a member of XPX Philadelphia
Susan Rosner
Calder Associates
JR
John Rooney
Sales Xceleration
Bryan McGrath of BNY Mellon Wealth Management is a member of XPX Philadelphia
Bryan McGrath
BNY Mellon Wealth Management
EK
Ed Kelly
New Page Capital
DV
Dan Vereb
Brown Brothers Harriman & Co.
Rob Millman of Firstrust Bank is a member of XPX Philadelphia
Rob Millman
Firstrust Bank
CJ
Cindy Jacobsen
Sharp Financial
Kim Arnold of WSFS Bank is a member of XPX Philadelphia
Kim Arnold
WSFS Bank
TB
Tom Bernetich
BDO
TB
Thomas Bayer
The Haverford Trust Company
Richard Dickerson of Independent is a member of XPX Philadelphia
Richard Dickerson
Keystone Advisory solutions
Karl Berger of Fractal Sales Solutions is a member of XPX Philadelphia
Karl Berger
Fractal Sales Solutions
CH
Curt Hatfield
CEG
David DeMuth of CFO Consulting Partners, LLC is a member of XPX Philadelphia
David Demuth
CFO Consulting Partners, LLC
MD
Matthew Deleo
Timoney Knox