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TESTIMONIAL

XPX provides great networking with people who share. There are no territorial issues, cooperation is encouraged. Panels include real life success stories (and failures) from business owners that make it real. My firm has sourced several Business Valuations and Tangible Asset Appraisals in support of other member activities.

Tom Gudowicz, EAC Valuations

exit academy 2017

In 2017, XPX Philadelphia will be offering a full year of free-to-members programming that covers the full life cycle of the private business including:

  • Business Value Growth
  • Business Value Transfer
  • Owner Life and Legacy

The unifying theme for the year will be a case study of a privately-held business and the process from preparing for exit to post-exit considerations.

This program is designed for:

  • Younger professionals involved in transactions who would benefit from the breadth of exposure to the challenges faced by private businesses, their owners, and the complexities of transactions.
  • Seasoned professionals who specialize in one of the many specialty fields important to private companies and their owners. You’ll round out your experience and meet other professionals whose practices complement your own.
  • Companies starting the process of understanding alternatives for business value growth and transfer.



XPX Philadelphia Kicks-Off the New Year with their first Exit Academy Case Study on January 18, 2017.


Topic: Case Introduction / Evaluating Core issues and Value Drivers

Speaker: Frank Michel, Frank Michel, CEPA/FBAC is the founder of Exit Decisions

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

The meeting took a look at the core, or “obvious” issues and discussion of the key value drivers particular to this company and family. 

Click here for case study   Click here to view program presentation.

XPX Philadelphia February Exit Academy Case Study

Topic: Realistic Strategic Alternatives & Sale Value on February 15, 2017

Moderator: Sandy Mozes, Partner - Fox Rothschild, LLP

The discussion explored the strategic alternatives for exit and the implications to Hi-Tech. This session and the Exit Academy session was valuable content to any trusted business advisor such as wealth managers, accountants, attorneys, growth consultants.

Click here to view program presentation.



Upcoming events

2017 schedule

January 18. 2017  Case Introduction / Evaluating core issues and value drivers

February 15, 2017  Realistic strategic alternatives and sale value

March 15, 2017 Ownership transition and liquidity alternatives without a sale

April 19, 2017  Building Value, going from A to Z

May 17, 2017  Dealing with family dynamics in the sale process

June 21, 2017  Defining Success: What is it You Really Want From an Exit?

July 19, 2017  The investment banking/selling process

September 20, 2017  Due diligence and what is cash flow

October 18, 2017 Legal Documents, the good the bad the ugly

November 15, 2017  Planning for life after closing; wealth and career transition

December, 2017  Closing Cocktail Party!

The programs will be held at 7:30 AM at the offices of ECKERT SEAMANS CHERIN & MELLOTT, LLC, Two Liberty Place, 50 South 16th Street • 22nd Floor • Philadelphia, PA 19102.


Join

XPX is a unique multi-disciplinary community of professional advisors who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition. Members attend all our meetings free of charge. Click to join before December 31 and get a 20% discount. 

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