A Wealth of Learning Opportunities – and Resources – at Your Fingertips
Knowledge is power. Imagine what you could do with 24-hour access to a powerful learning community to help you stay up to date with the latest trends, insights, news, and best practices to share with your valued clients. XPX’s exclusive Knowledge Exchange is the one place where you can exchange knowledge with some of the industry’s most successful professionals with expertise in a wide variety of areas. Here are recent posts from our chapter activities and members:
News & Posts
I was speaking with an advisor to business owners recently about my client screening process for selling a business. I said that to deliver the best result, I ask business owners to write down three sets of goals. The reason is that many, if not, most owners only think of the business sale (the transaction)…
Panel discussing the issues faced by employers post-pandemic: Vaccine mandates? In-office vs. Remote? Attracting talent? Managing productivity? Changing priorities/ work-life balance demands of employees? Food & Beverages will be provided. Our Panel: Gaby JenkinsPartnerWaypoint Growth Advisors David RubinPartnerNutter McClennen & Fish LLP Amy HigginsVice PresidentHR at Alert Innovation
Conducting an executive search for a CEO for a closely held or family-owned company where the owner(s) don’t have a successor-candidate already working for the company can contribute to challenges for any search consultant no matter how qualified.transition One of the principal challenges involves a discussion on owner(s) transitions. It’s understandable for an owner to…
It’s the top client question of the quarter but how do you answer it? What do your clients need to know about changes in tax law wrapping up 2021 and heading into the new year? Sign up today to hear from a wonderful line of experts at our next virtual event, “Tax Bill Changes- What…
We can’t wait for you to experience the cleaner, brighter and more user-friendly feel of our new platform! The site is designed to give you and your company greater visibility. Here are three things you should know: Emails from XPX will now come from my.exitplanningexchange.com—please adjust your email settings! Your new profile can have a…
Aug. 20, 2021
Offering wealth management services is something all accounting firms should do for all clients that need it. My premise is that everyone needs some sort of financial planning; the scope and depth of the engagement will vary based on complexity, but everyone that is a client of your firm has financial issues and needs. The…
Program produced by XPX New England. Impact of Proposed Tax Increases on Business Owners: What All Owners Need to Know Three panelists and moderator, Greg Rush discuss proposed increases and examples of how they impact an owner. Moderator: Greg R. Rush Partner Dunn Rush & Co. LLC Greg Rush is a co-founder of Dunn Rush…
Program produced by XPX New England. Getting Comfortable with Virtual Communication: Connecting with Your Clients Better Than Face to Face Get comfortable on screen communicating your brand and pitch in an authentic way with this month’s XPX New England webinar “Getting Comfortable with Virtual Communication” where Clark Merrill of Dale Carnegie will review tips and…
Program produced by XPX Greater Boston. Planning with Uncertainty Post-election Following a polarizing election season and the potential for a “blue wave” there is heightened uncertainty around the outlook for business and personal tax policy as well as corresponding sale and succession planning. Join XPX NE for a panel discussion about the potential impact of…
XPX New England partnered with the world renowned Northeastern University Center for Family Business for an event guaranteed to spark thought and action, Finding the Right Advisors. Every business has its challenges, yet most private companies do not consider having an advisory board. Are you missing this opportunity to get an outside view and advice?…
Whether you are an advisor or business owner, join us to learn how some of the city’s best business minds have leveraged marketing and innovation concepts to drive growth in their companies. Keith Boudreau (Moderator) – Partner, Newport Board Group John Donlon, Founder & CEO,Gold Coast Mortgage Jacob Harrison Long, Founder & CEO,American Woolen Co…
Learn from Boston’s top exit planning experts on how you can best prepare your business and avoid unpleasant surprises. Meet The Experts: Warren J. Rutherford (Moderator)- President, The Executive Suite Jeffrey P. Hart – Partner, Tarlow Breed Hart & Rodgers P.C. Dave Poulin, CIMA, CPWA – Senior Vice President – Financial Advisor, RBC Wealth Management…
We’ll hear first-hand insights from three CEO’s hailing from multiple industries who have seen their fair share of transactions by not only selling, but later buying back their businesses. Robert Bolton, Arden Engineering, Jim Dandeneau, Putnam Plastics Corporation and Mike Mosse, Mosse & Mosse Associates, will discuss what they learned after going through the sale of the same enterprise…
Effective communication is an essential part of successful business transitions. While not a “magic bullet” for achieving a warm reception and successful post-merger integration, effective communications throughout the deal process helps set stakeholder expectations from the onset, without which many deals fail. From the first conversation between buyer and seller, to the eventual post-transaction integration,…
Join Us as XPX celebrates its 10 year anniversary in Boston with “Exit Palooza”… Holiday networking with a fun and informative twist at a beautiful venue. At Exit Palooza, selected XPX members will tell their favorite exit story, in 5 minutes or less. These stories might be about just about any aspect of the Exit process and the…
Three business owners, representing companies of varying size and circumstance, will describe the paths they took in selling or transferring their ownership interest and what they learned along the way. Each took a different path, but all have real life experiences to share. Panelists: Bruce Wilson, Founder of Cellular Specialties participated in a private external…
By Paul Cronin, COO – Successful Transition Planning Institute My business partner, the author Jack Beauregard, and I recently had breakfast with Lorraine McGregor from Vancouver, BC Canada. Lorraine is the author of books on Exit Planning and Entrepreneurship, as well as an experienced business consultant. We were all discussing why so many business owners were delaying (the…
Chapter Events
Annual Summit Host
You have a client who is in need of sophisticated corporate legal advice and representation for a VC financing, Private Equity recap, and/or M&A event.
Gold Sponsors
Silver Sponsors
A business is planning a significant transition.
When a business owner is interested in considering the sale of their business, wants to how the M&A process works, and how to increase the value of the company between now and a liquidity event.
When you need a catalyst in guiding business owners to discover their personal values, goals and objectives, to ensure their end-in-mind objectives are met upon their business exit and/or transition
You need bank financing for a company based in New England with under $200MM in revenues. We provide financing for M&A, equity recaps, leverage cash flow deals and traditional business needs.
A successful entrepreneur or business owner is thinking about a transition or sale and needs to know the implications and best strategy from the personal and family perspective.
Bronze Sponsors
You or a client needs experienced deal counsel for middle market transactions.