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XPX Philadelphia - "What do you mean my sale isn't 100% Cash & Carry?"

  • October 21, 2015
  • 7:30 AM - 9:00 AM
  • The Pyramid Club, 1700 Market Place, Philadelphia

   

Has a client ever said to you, "GREAT!!!! I was hoping they wouldn't give me all-cash! Thank you so much for getting me some contingencies, an earn-out, and some seller financing!" 
       
Not Us
       
Together, we can kick around how to maximize the advantages for our clients and manage expectations while delivering results that reach their goals... using transactions that are actually likely to happen in the real world.
           
We will have three XPX Philadelphia members:
  • an experienced M&A Intermediary;
  • a specialist estate lawyer who works frequently with business owners doing M&A; and
  • an ESOP transaction specialist who works to leverage 100% transactions.
           
And, YES, we all have experience with family companies! (Though we don't always want to talk about it....).   
 
Come prepared with stories to share and real life experiences to discuss. This will be an interactive session so be ready to participate!
 
PS  Please send any situations or advance questions you would like to discuss to either Susan Rosner (srosner@calderassociates.com) , Michael Golden at (mgolden@sesadvisors.com), or Herb Fineberg (hfineburg@offitkurman.com)!!
                      
Come and join the conversation.  Space is limited, sign up today!                            
                                                                 
Meet our Panel:                   
Michael Golden - SES Advisors

Michael A. Golden is a Senior Vice President of SES Advisors and has wide ESOP financing and banking experience across the private, public and nonprofit sectors. 

Click here to read full bio. 

Susan Rosner- Calder Associates


Susan Rosner is the Managing Partner of all of Calder's Pennsylvania operations. Susan manages intermediaries throughout the region, and acts as the primary M&A advisor for a variety of clients. She is in high demand among business owners who want an experienced professional to assist them in the sale or acquisition process.   Click here to read full bio. 

 

Herb Fineburg- Offit Kurman

Herb Fineburg, Shareholder and Managing Principal of Offit Kurman in Philadelphia, is recognized as one of Philadelphia's most respected business lawyers whose substantial knowledge of tax law provides clients with strategic and cost-saving benefits in connection with commercial transactions, taxation and wills, trusts and estates matters. Click here to read full bio.

 

 

 

 

Investment:


Members:$40
Non-members: $75
Walk In Fee:  Additional $10.00 will be applied to the above fees at the door. 

 

REGISTER NOW! 

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