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EVENT DETAILS


XPX Philadelphia-Bucks/Montgomery County Meeting: Increase the Speed and Certainty of Close

  • April 24, 2019
  • 8:00 AM - 9:30 AM
  • The Offices of Uehling Wealth Management, UBS Financial Services Inc., 411 South State Street, 2nd Floor, Newtown, PA

Registration

Increase the Speed and Certainty of Close:
Sell Side Due Diligence and A Quality of Earnings Analysis

Now, XPX Philadelphia Chapter hosts monthly meetings in Bucks/Montgomery County! These meetings are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

At April’s meeting, learn from an insider on the benefits of Seller Due Diligence through a Quality of Earnings analysis. Gain an understanding about how sell side due diligence can provide potential investors with a deeper understanding of a company as well as prepare the seller and his/her business to sell for maximum value as well as increase the speed and certainty of close.

This discussion will be led by Andrew Finkle CPA, JD, LLM, a partner and leader in the Transaction Advisory Services Division of Marcum Advisory’s Philadelphia office and Mid-Atlantic regional leader in Marcum’s Private Equity Practice group.

Speaker:

Andrew Finkle. CPA, JD, LLM - Marcum Advisory’s

Andrew Finkle is a partner and tax leader in the Transaction Advisory Services Division of the Firm’s Philadelphia office. He is also a Mid-Atlantic regional leader in Marcum’s Private Equity Practice group. He has more than 30 years of experience advising middle market businesses with transactional, day-to-day advisory, compliance and accounting-related tax matters. He is also a tax attorney skilled in tax controversy matters. Mr. Finkle leads a team of transaction tax advisory professionals providing counsel to U.S. and multinational strategic buyers and sellers, private equity groups, and other financial buyers on the tax implications of complex business transactions, including mergers and acquisitions, restructurings, joint ventures, spin-offs, bankruptcies, work-outs and dispositions.  Full Bio

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