XPX Greater Boston: Value Creation Through Operating Entity Improvements

Ways to help your clients create value by improving elements of their operating entities. A focus on people, process and profit.

Moderator:

John Colucci
Managing Director Woburn Office
McClane Middleton

John Colucci’s dual background as both an attorney and CPA gives him a differentiating perspective and depth of understanding of the legal issues necessary for protecting a growing business, as well as the financial drivers of operating and sustaining a successful company.

His clients range from start-up companies to large multi-owner private corporations. John has extensive experience in all areas of commercial transactions and business operations, and practices in the areas of mergers & acquisitions, business law, and business succession planning.

John received his JD from Suffolk University Law School and his BS in Accountancy from Bentley University.

Gaby Jenkins
Co-Founder
Waypoint Growth Advisors

Gabrielle Jenkins, Co-Founder, is a business professional with 30 years of diverse experience in Fortune 500 and entrepreneurial environments in public and privately-held organizations spanning the retail, supply chain, and financial services industries.

Prior to founding Waypoint Growth Advisors, Gabrielle was a partner at Resource Management of Boston, a consulting firm that helps companies maximize their return on their biggest investment, their people, utilizing such tools as consulting, behavior and value assessments, job analysis training and development.

Her expertise is in leadership growth and maximizing employee ROI.

Greg Romero
Founder & Principal
Romero Solutions Group 

Greg Romero is an accomplished strategist, operator and change-agent. Through his management consulting firm, he helps founder-led and multi-generational family businesses plan effectively, improve operating rhythms and solve for the unexpected.

Greg grew up in a family commodities business and more recently spent 5 years successfully running a separate family manufacturing company in the consumer goods space. He built his foundation of problem solving, strategy, planning and execution at Morgan Stanley in high-impact internal consulting and operator roles.

He holds his MBA from New York University Leonard N. Stern School of Business with a specialization in Strategy and Finance.

Steve Vesey
Lead Exit Planner & Business Valuation Specialist CPA
Exit the Family Business

Steve Vesey has been a CPA for 40 years and a CBEC for 16. He sold his practice to devote full time efforts to business valuations, exit planning, and expert witness work.

As a CVA he prepared hundreds of business valuations and assisted baby boomer business owners in creating successful plans to exit from their enterprises.

Steve is also the proud recipient of the National Excellence in Exit Planning award from Pinnacle Equity Solutions and speaks at National Conferences on methods to increase Valuations.

His mission is to help the baby boomer business owner get to the finish line.

Event Pricing:

Non-Members: $95.00 
Non-Members Same Day/Walk-In Fee: $105.00

Other XPX Chapter Members: $65.00 
Other XPX Chapter Members Same Day/Walk-In Fee $75.00

XPX Greater Boston Members in good standing are complimentary, so join Today!

First Time Guest:  Complimentary pass to a first XPX event.  Greater Boston member  referral is required. Member (NOT GUEST) must email angie@exitplanningexchange.com to register a FIRST TIME guest.

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  If you miss the deadline, the sale is final.

We are unable to issue a credit towards another meeting or individual, no substitutes/not transferable.