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

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.