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
There are quite a few executive search firms in the Boston area and other regions as well. But, you wonder, which is the best? And, how do you know it is the best? What determines that? I’ve had these questions presented to me regularly, after all, I run an executive search firm. As a matter…
“What will I do after selling my business?” he asked. I hear that a lot both in my M&A practice, True North Advisors Group and my coaching business, The Platinum Years. “I fear I will fall into a void, if I sell”, is another common refrain. As we get into our 50’s, 60’s and 70’s,…
If you had a business that was doing ok, then had a surge in business, how would that impact selling your business? It is hardly news to say that the Covid-19 pandemic had a profound impact on most business, and life in general. I was talking about this with some other investment bankers, one of…
“One day, you’re gonna wake up, eat your breakfast, brush your teeth, go about your business. And sooner or later, you’re gonna realize you haven’t thought about it. And that’s the moment you realize you can forget. When you know that’s possible, it all gets easier.” Mike Ehrmantraut, Better Call Saul Perhaps our lead quote…
Many business owners wonder, “What will I do after I sell my business?” While most envision travel, or golf, etc., many fail to understand that they will likely have to stay on board for months or even a couple years to transition the business to the new owners. This period can be hard for many…
Business owners typically think in ‘binary’ terms, believing that there are only two options for involvement in their privately held business, most commonly expressed as “I am either all in, or I am out.” Owners who experience an exit planning process expand this thinking to realize that a multitude of options exist, and moreover, many…
After fifteen (15) years of training advisors and working with business owners, the IEPA has been involved with more than 100 exit plans. One of our learnings is that the business owner was better prepared and got a better result from their exit when they engaged in an exit planning process prior to commencing their…
With the Great Resignation driving so many business owners to seek the counsel of exit planners, the International Exit Planning Association (“IEPA”) wants to share exit planning experiences from over one hundred (100) engagements. Our mission is to assist advisors and consultants who work with business owners to have the knowledge and resources to conduct…
Written by Greg Romero – February 11, 2022 As I look back at 2020 and 2021, one thing that really stands out is the sheer scale of uncertainty that family business (and other) leaders faced through the pandemic. In this environment, leaders went to extraordinary lengths to adapt their businesses in reaction to a myriad…
Succession planning considerations enter into discussions that I have with business owners when discussing their interest in conducting an executive search to find a CEO to run their company. For instance: As a business owner are you worn down and tired from all the extra effort and attention that you have had to spend on…
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…
August 20th, 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…
Program produced by Greater Boston (formerly New England). Our Speaker: Amy A. Zuccarello, Partner, Sullivan & Worcester LLP Please join XPX New England for an informative presentation on corporate bankruptcy, including the Small Business Reorganization Act of 2019, together with a discussion of out-of-court restructuring alternatives for companies in distress, featuring Sullivan & Worcester Partner…
Program produced by XPX New England Business Interruption Insurance and COVID – 19: In this program you’ll learn: If a business was closed by government order, its losses may be covered. Contrary to insurance industry messaging, there can be insurance coverage for losses suffered due to the government shutdown and stay-home orders. Virus or pandemic…
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…
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
Experienced commercial banking professional providing thoughtful senior debt solutions to help business owners and investors enact their growth strategy with a committed partner.
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.
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.
Bronze Sponsors
We advise business owners and senior executives through all phases of their financial lives from growing a business to exiting.
Your family business clients need help with strategic planning, profitability, longer-term sustainability, organizational design, operating rhythm effectiveness and unexpected problem solving.
You or a client needs experienced deal counsel for middle market transactions.
