The mission of XPX is to collaborate to help our private company clients build business value, transfer ownership, and create a legacy of success in their lives and their communities. This collaboration is more critical than ever as we navigate through a business environment impacted by a myriad of issues created by the pandemic.
In October, Doug Bloom of DAB Ventures will lead us in a lively discussion based on our 2021-2022 Case Study. In this interactive session, we will explore options, priority actions and share insights into how the seller should think about preparing for a successful exit.
The case study is based on a $40M, privately held, family owned Manufacturing Company who is planning for their exit. This next session is designed to share knowledge, build relationship within XPX Philadelphia and learn from our shared values and experience. The sessions will be highly interactive, engaging and thought-provoking!
You can read the case study by clicking on the link below.
XPX Philadelphia case study
Our Speaker:
Doug Bloom
DAB Ventures
Doug Bloom coaches high-performing CEOs, investors, and other wealth creators to cultivate success by focusing on priorities, strategy, leadership, and accountability.
From 2006 through 2016, Doug was CEO of RealWinWin, a venture-backed, energy-efficiency services company (sold in 2016). RealWinWin identified and captured rebates and incentives in support of "national brand" customers and vendors.
Doug's operational experience includes investment, business development and sales, with an early career in software and Venture Capital. Doug has held start-up roles in retail, consulting, software, and business services.
Doug has an MBA from Wharton, an MSE from Penn and a BA degree from Colgate.
AGENDA:
7:45 - 8:00 AM - Login & Networking
8:00 AM – 9:00 AM – Presentation
9:00 AM – 9:30 AM – Networking
