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                GROWTH. TRANSFER. LEGACY.

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EVENT DETAILS


XPX Philadelphia Case Introduction:

  • January 18, 2017
  • 7:30 AM
  • The Offices of ECKERT SEAMANS CHERIN & MELLOTT, LLC, Two Liberty Place, 50 South 16th Street • 22nd Floor • Philadelphia, PA 19102

Registration

Evaluating Core Issues & Value Drivers Intro

Our first meeting of 2017 will be an introduction of the case study we will utilize throughout the year with each monthly meeting tackling specific, exit related issues thus allowing each topic to build upon each other.

This meeting will also take a look at the core, or “obvious” issues as well as a discussion of the key value drivers particular to this company and family. If possible, please review the study with the topics in mind. This will help us set a baseline understanding as we move through the curriculum each month.

Click here for the Case Study.


Speaker: 


Frank Michel, CEPA/FBAC is the founder of Exit Decisions, a specialized advisory helping business owners understand the “If, When, & How” of exiting their business. As a founding partner in Brandywine M&A, Frank saw a growing need for identifying and addressing an owner’s “gaps” in both personal and business readiness. Through workshops and coaching,

Frank provides guidance, education, and clarity needed for business owners to understand their current ownership position and their business transition options. Frank is also a partner in Value Prop Interactive. Value Prop focuses on revenue growth delivering high-performance marketing strategies, training, and tools – all designed for entrepreneurs, business owners, marketing and sales teams who are responsible for building the future of their company.

Frank is a Certified Exit Planning Advisor (CEPA) from the Exit Planning Institute, Certified Family Business Advisor (FBAC) from Galliard Family Business Institute, and a Certified Value Builder. 


CLICK HERE TO LEARN MORE ABOUT OUR 2017  EXIT ACADEMY

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