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

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

  Register

  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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• XPX Philadelphia - Adventures of a serial entrepreneur

  • When
    May 15, 2019
  •  
    5:00 PM - 6:30 PM
  • Location
    The Offices of Offit Kurman, Ten Penn Center, 1801 Market Street • Suite 2300 • Philadelphia
  • Registered
    Be the first

  Register

  XPX Philadelphia Chapter hosts monthly meeting that 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 this meeting, you can expect to:

  • Learn how to better serve your clients
  • Meet new contacts in the private company market
  • Get visibility with your existing network of contacts
  • Gain an appreciation of the power of the XPX Advisor Principles

  Hoe you'll join us!

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• XPX Philadelphia - Growing your practice

  • When
    June 19, 2019
  •  
    7:30 AM - 9:15 AM
  • Location
    TBD

  XPX Philadelphia Chapter hosts monthly meeting that 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 this meeting, you can expect to:

  • Learn how to better serve your clients
  • Meet new contacts in the private company market
  • Get visibility with your existing network of contacts
  • Gain an appreciation of the power of the XPX Advisor Principles

  Hoe you'll join us!

  Show details