Brought to you by XPX Atlanta!

Cyber security has never been more challenging, or more necessary. This is true as businesses are starting up and critical to minimizing risk through their growth phase. Potential buyers have these issues at the top of their due diligence assessment. We will address the operational and strategic issues that will help you have better conversations with your clients. You'll hear from 

• Roy E. Hadley Jr., Special Counsel, Adams & Reece
• John Chesser, Principal Consultant, ASC Group
• Patrick Marlow, Account Executive, Gallagher 

Hear from Stephen Ronan of Citrin Cooperman: 

Super helpful presentation by Debbie Fay of bespeak presentation solutions llc (here are some supporting tips on getting your presentation ready for remote viewing)

Presentation by David Shavzin, The Value Track, President and Co-Founder of XPX Atlanta: 

Here are the slides for your reference and full video below. 

The COVID 19 crisis will undoubtedly derail countless transactions. But, what if your client’s M&A transaction closed in the months leading up to the start of the pandemic? While you and your clients may rightly be pleased their deal closed, your clients are likely also worried. How can you help your clients now? What should you be thinking about? Where are the risks and what can be done to manage it?

Here's a presentation organized by XPX Philadelphia from seasoned deal lawyer and XPX Philadelphia member, Michael E. Plunkett. Michael will help you understand what you should be thinking about with respect to those deals that are closed, including what to do about earnouts, financed purchase price, representation and warranty insurance, and business insurance.

Video below. Slides here.

Our Speaker:

Michael Plunkett, Founder- Plunkett Law Group - Michael founded the Plunkett Law Group in 2016 after practicing law for 17 years with large law firms in Philadelphia and continues to focus on representing buyers and sellers in M&A transactions and other corporate and transactional matters.

Video of brief but informative updates from our community:

• Ramsey Goodrich  - Current state of M&A market and short term outlook

• Susan Rosner - 5 things you need to need to do this month

• Richard Volin - Employment law issues

• Alan Alfano - Healthcare today and tomorrow

Lisa A.K. Kirchenbauer, CFP®, RLP®, CeFT® Founder & President of Omega Wealth Management, LLC in Arlington, VA was recently recognized at a gala luncheon in NYC as a 2018 Investment News “Women to Watch”. As one of 22 women selected from hundreds of nominations, Lisa has a been a leader in mentoring and encouraging women advisors to join the financial planning profession. She’s also a passionate mentor and advisor to a number of women-owned businesses. Check out her 90 second acceptance speech where she imagines a more diverse future for her profession.

How can we as business owners and leaders use our positional power in ways that benefit our businesses and others? Being Kind is closely related to power, recognizing the power we have over others, and wielding it in ways that contribute to the big picture of Being Relational, maximizing well-being for ourselves AND others.