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EVENTS

Upcoming events

    • December 14, 2017
    • 6:00 PM - 8:00 PM
    • The Pyramid Club, 1700 Market Place, Philadelphia
    Register




    Joint Holiday Event with XPX Philadelphia & Alliance of M&A Advisors
     
    Thursday, December 14th
     
    6:00 p.m. to 8:00 PM
     
    The Pyramid Club
     
    1735 Market Street
     
    Philadelphia, PA
     
        

    Don't miss our 2nd Joint Association Holiday Event with AM &AA.  

    Overlooking the city, this event will feature hors d'oeuvres and open bar.

    Come celebrate the joy of the season with some of the most respected professionals in Philadelphia.

    • December 20, 2017
    • 7:30 AM - 9:15 AM
    • The Offices of ECKERT SEAMANS CHERIN & MELLOTT, LLC, Two Liberty Place, 50 South 16th Street • 22nd Floor • Philadelphia, PA 19102
    Register
    As we conclude our case study, we explore the view of the sellers immediately before and after closing.  Economic models assume we've evolved to become rational thinkers. When a business seller makes their exit and contemplates significant liquid non-business wealth for the first time, often the primal part of the brain kicks in. This is the part that relies on instinct, not reason - and therein lies risk. Sellers have a range of goals. Virtually all want to be sure they can maintain their preferred level of lifestyle spending for as long as they may live; many have other objectives, too: legacies to family members or charities, or new ventures of various kinds. In this presentation we will explore the concept of core capital - or the money used for lifestyle spending - as well as surplus capital, the part intended for legacies and other purposes, for which planning in advance is critical. When a deal is on the table, these insights can enable the seller to reach a timely—and informed—decision, while also ensuring they are achieving their post-closing financial and personal goals.


    Click here for the Case Study.

    Speakers:

    https://www.bernstein.com/Bernstein/Email/ElijahDornstreichProfile.pdf

    https://www.bernstein.com/Bernstein/Email/Bishop_Andrew.pdf

Past events

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

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TESTIMONIALS

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

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