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.
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:
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:
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.
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.
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.
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.