Log in


GROWTH. TRANSFER. LEGACY.

EVENTS

The Exit Planning Exchange Philadelphia Chapter holds events throughout the Greater Philadelphia area. 

Our association events promote peer learning, networking and visibility for our members in the local private company advisor community.  Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy. 

Upcoming events

    • 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
    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

    • May 15, 2019
    • 5:00 PM - 6:30 PM
    • The Offices of Offit Kurman, Ten Penn Center, 1801 Market Street • Suite 2300 • Philadelphia
    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!

    • June 19, 2019
    • 7:30 AM - 9:15 AM
    • 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!

Past events

April 17, 2019 XPX Philadelphia - Reps and Warranties Insurance 101
March 27, 2019 XPX Philadelphia-XPX Bucks/Montgomery County Satellite Organizing meeting
March 20, 2019 XPX Philadelphia - Where’s The Exit?
February 20, 2019 XPX Philadelphia - Ambivalence & Resistance: Navigating Entrepreneurial Emotions and Behavior in the Advising Relationship
January 16, 2019 XPX Philadelphia - Post-transaction Wealth Management and Risk Budgeting – A Behavioral Finance Approach
December 12, 2018 XPX Philadelphia -Opportunity Zones: Is now the time?
November 14, 2018 XPX Philadelphia - Legal Documents
October 17, 2018 XPX Philadelphia - Private Equity Roundtable Discussion
October 02, 2018 XPX Philadelphia: Digital Presence
September 26, 2018 XPX Philadelphia - Perspectives of a corporate buyer
June 20, 2018 XPX Philadelphia - The Future of Architecture For Business Owners & Investors
May 16, 2018 XPX Philadelphia - Buy-Sell Checklist
April 18, 2018 XPX Philadelphia - Secrets from the Buyside: What do buyers know that sellers don’t?
March 21, 2018 XPX Philadelphia - Buy-Sell Checklist
January 17, 2018 XPX Philadelphia - Chapter Growth Strategy Meeting
December 20, 2017 XPX Philadelphia - PLANNING FOR LIFE AFTER CLOSING; WEALTH & CAREER TRANSITION
December 14, 2017 XPX Philadelphia & AM&AA Joint Holiday Party
November 15, 2017 XPX Philadelphia - Legal Documents:
October 24, 2017 XPX Philadelphia- Join Us! Seminar: Introduction to ESOPs
October 18, 2017 XPX Philadelphia - Due Diligence and What Is Cash Flow?
October 05, 2017 XPX Philadelphia - MEMBERS ONLY - TABLE FOR TEN
September 20, 2017 XPX Philadelphia - The Investment Banking/Selling Process
September 12, 2017 XPX Philadelphia - MEMBERS ONLY - TABLE FOR SIX
June 21, 2017 XPX Philadelphia - Defining Success:
May 17, 2017 XPX Philadelphia - Dealing With Family Dynamics In The Sale Process
April 19, 2017 XPX Philadelphia - Ownership Transition and Liquidity Alternatives without a sale
March 15, 2017 XPX Philadelphia - POSTPONED - Ownership Transition and Liquidity Alternatives without a sale
February 15, 2017 XPX Philadelphia - Realistic Strategic Alternatives and Sale Value
January 18, 2017 XPX Philadelphia Case Introduction:
December 07, 2016 XPX Philadelphia Joint Holiday Party - The Election is Over, What Will This Mean for You?
November 16, 2016 XPX Philadelphia - Building Value for a Maximized Business Sale
October 19, 2016 XPX Philadelphia- PPL
September 21, 2016 XPX Philadelphia Fall Kick-Off Networking Cocktail Party
June 15, 2016 XPX Philadelphia June Breakfast Meeting
May 18, 2016 XPX Philadelphia - Valuation: What Every Seller Should Know
April 20, 2016 XPX Philadelphia - The Unique Challenges of Technology Company Exits
March 16, 2016 XPX Philadelphia - “Understanding the Generations: Who They Are and How They Got That Way”
January 20, 2016 XPX Philadelphia - Planning for Business Succession Planning
December 02, 2015 XPX Philadelphia - Annual Member Only Holiday Networking Event
November 18, 2015 XPX Philadelphia - “Tuning Up Your Business for Sale”
October 21, 2015 XPX Philadelphia - "What do you mean my sale isn't 100% Cash & Carry?"
September 16, 2015 XPX Philadelphia - The 11th Hour Estate Plan

Leadership Sponsors

Copyright XPX Global LLC | Terms-of-Use | Privacy-Policy