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                GROWTH. TRANSFER. LEGACY.

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XPX Maryland -A Tale of Two Firms: To Merge or Not To Merge

  • February 15, 2019
  • 8:00 AM - 10:00 AM
  • Rolling Road Golf Club 814 Hilltop Ave, Catonsville, MD 21228


Leveraging the Power of Five, our panel of XPX members will walk through their collaboration to serve two business owners who needed guidance on whether to merge their companies and how they might make this happen. Combining their resources to provide business valuations, strategic CFO support, legal advice, and tax strategies, these XPX members worked together to complete a successful merger.

Chuck Faunce - Director, Business Valuation and Litigation Services, at Gorfine Schiller & Gardyn
Ed Kidner - Partner at Dearson, Levi & Pantz
Stu Welsh - President at EGT Advisors

Mike Reid - Director at Expense Reduction Analysts

8:00 AM – 8:30 AM – Networking
8:30 AM – 9:00 AM – Breakfast
9:00 AM – 10:00 AM– Presentation

Thank you to our event sponsor:

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