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  • Exit Planning Exchange
Exit Planning Exchange
Jun
17

XPX Greater Boston: The Road to Sale: Addressing Financial Restructuring and Owner Resistance

Details

Date & Time

Tue, Jun 17th, 2025 ⋅ 11:00am - 1:00pm (EDT)

Location

McLane Middleton | 300 Trade Center | Suite 7000| Woburn, MA

Tickets

Greater Boston Members
$0.00
Non-Members
$95.00
Non-Members Same Day
$105.00
XPX Chapter Network Members
$65.00
XPX Chapter Network Members Same Day
$75.00
Guests

Registrants

46 people attended
RW
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
John Malone of Business Improvement Group, LLC is a member of XPX Greater Boston
Matthew Slaney of FinArc Investments, Inc. is a member of XPX Greater Boston
Sarah Grossman of Baystate Business Brokers is a member of XPX Greater Boston
+41

Readiness is a cornerstone of a successful business sale — yet many owners delay or resist the structural adjustments to help optimize value and be better transaction-ready. This panel will explore some of the reasons for organizational restructuring ahead of having a LOI in place and why owners often resist making them. Our expert panel will share insights on owner resistance, how to frame structural changes as adding value in advance of putting a company into the market, and how advisors can overcome some common reasons for owner resistance to prepare the business for greater attractiveness by investors and acquirers.

Join us to learn practical strategies for guiding clients through often long overdue transformations and overcoming the resistance that often stand in the way.


Our Speakers:



Kimberly Kramer
Director, Corporate Department 
McLane Middleton

Kim represents entrepreneurs, closely held and family owned businesses in transactional matters ranging from entity selection and formation to drafting and negotiation of shareholder and operating agreements and other complex contracts including distribution, joint venture and licensing agreements. She is experienced in asset and stock sales including the successful transfer of ownership to third parties, the next generation and key employees. She also represents companies in convertible debt, private equity and venture financing transactions.



Michael J. Radin

Member
Tarlow, Breed, Hart & Rodgers, P.C.

Michael is a member of the firm’s Business Transaction groups. He works extensively with clients in connection with corporate, finance, intellectual property, distribution and real estate matters including mergers/acquisitions/succession planning (sell and buy sides), entity structuring, shareholder and buy-sell arrangements; joint ventures, licensing and distribution arrangements, and regularly works on debt and equity financings as part of entity lifecycles.



Gregory R. Rush

Co-Founder and Senior Managing Director
Dunn Rush & Co. LLC

Greg Rush co-founded Dunn Rush & Co., a boutique investment banking firm specializing in middle market mergers and acquisitions advisory. Mr. Rush has deep transaction experience across various industries, including manufacturing, distribution, business services, industrial, consumer, defense, technology and media. In addition to decades of experience as an investment banker, Mr. Rush spent 6 years as Chief Operating Officer of the Community Newspaper Company, a cluster of more than 100 newspapers and specialty publications in the Boston region, before, during, and after its sale to GateHouse Media, Inc.



Rich Weiner, CPA, MST, CM&AA
AAFCPAs Tax Partner

Rich specializes in tax planning and consulting for privately and publicly held domestic and multinational businesses. He advises clients in the software, publishing, life sciences, manufacturing, and professional services industries, helping them streamline operations, maximize tax savings, and ensure compliance. Rich is a leader in AAFCPAs’ Business Transaction Advisory practice, supporting clients through M&A processes, from advance planning to deal origination to closing, and guides business owners through ownership transitions with long-term tax strategies.


Registration Fees:

Greater Boston Members- Free

Non-Members - $95.00
Non-Members Same: $105.00

XPX Network Members:  $65.00
XPX Network Members Same Day: $75.00

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.

Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
RW
Rick Weed
SES ESOP Strategies
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
The Executive Suite
John Malone of Business Improvement Group, LLC is a member of XPX Greater Boston
John Malone
Business Improvement Group, LLC
Matthew Slaney of FinArc Investments, Inc. is a member of XPX Greater Boston
Matthew Slaney
FinArc Investments, Inc.
Sarah Grossman of Baystate Business Brokers is a member of XPX Greater Boston
Sarah Grossman
Baystate Business Brokers
Scott Loring of Cooperative Coaching & Mediation is a member of XPX Greater Boston
Scott Loring
Cooperative Coaching & Mediation
Jonathan Bello of One 8 Solutions, LLC is a member of XPX Greater Boston
Jonathan Bello
One 8 Solutions, LLC
MG
Marc Gillette
Fred C. Church/Assured Partners
David Poulin of RBC Wealth Management is a member of XPX Greater Boston
David Poulin
RBC Wealth Management
KF
Kevin Felton
US CFO's
MD
Mark Diebus
Middlesex Savings Bank
ZT
Zachary Taylor
Blue Herring LLC
SP
Slayton Purcell
Rockland Trust
Rick McDonald of Exit The FamilyBusiness is a member of XPX Greater Boston
Rick McDonald
Exit The Family Business, LLC.
John Bobbin of Cambridge Savings Bank is a member of XPX Greater Boston
John Bobbin
Cambridge Savings Bank
TD
Todd Davock
Carandsea3, LLC
MR
Michael Radin
Tarlow, Breed, Hart & Rodgers P.C.
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
William Jarry of BNY Mellon Wealth Management is a member of XPX Greater Boston
William Jarry
UBS
Andrew Bostian of Scout Valuations LLC is a member of XPX Greater Boston
Andrew Bostian
Scout Valuations LLC
Megan Kearney of Exit Factor Lexington (Boston Metro West) is a member of XPX Greater Boston
Megan Kearney
Exit Factor Lexington (Boston Metro West)
Rudy Scarito of RS Finance & Consulting, LLC is a member of XPX Greater Boston
Rudy Scarito
RS Finance & Consulting, LLC
Gregory Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Gregory Rush
Dunn Rush & Co. LLC
RS
Robert Schildkraut
Falcon Management LLC
AS
Angela Spears
Genuine Business Advisors
JG
John Gleason
Genuine Business Advisors
RS
Reed Smith
Brown Brothers Harriman & Co.
MC
Michael Camarro
Exit Boston, Mergers & Acquisitions
Jeff Rolke of GoldCoast Mortgage Services is a member of XPX Greater Boston
Jeff Rolke
GoldCoast Mortgage Services
EI
Evan Israelson
Bank of America
Rich Weiner of AAFCPAs is a member of XPX Greater Boston
Rich Weiner
AAFCPAs
JS
John Snow
Quabbin Capital
PS
Paul Schmid
ArentFox Schiff LLP
SM
Sean McGrath
Brookline Bank
Kyle Scandore of McLane Middleton, P.A. is a member of XPX Greater Boston
Kyle Scandore
McLane Middleton, P.A.
CS
Craig Cepa(r) Cpwa(r) Slater
Morgan Stanley
KK
Kimberly Kramer
McLane Middleton, Professional Association
Aaron Naisbitt of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Aaron Naisbitt
Dunn Rush & Co. LLC
SS
Sam Seekins
Goldman Sachs
EP
Erik Pelletier
Merrill Lynch Wealth Management
MW
Michael Wright
Focus Partners Wealth
GL
Grace Layton
BayState Business Brokers
David DeFronzo of Teknos Associates is a member of XPX Greater Boston
David Defronzo
Teknos Associates
JW
Judy Wilks
Steadfast Ventures, LLC
KS
Ken Schaefer
Business Transition Strategies