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

Paul Cronin of True North Advisors Group, LLC is a member of XPX Greater Boston

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…

Matt Dimock of International Exit Planning Association is a member of XPX Greater Boston

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…

Matt Dimock of International Exit Planning Association is a member of XPX Greater Boston

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…

Matt Dimock of International Exit Planning Association is a member of XPX Greater Boston

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…

Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston

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…

Paul Cronin of True North Advisors Group, LLC is a member of XPX Greater Boston

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)…

Cheryl Centeno of XPX Global is a member of XPX

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

Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston

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…

Cheryl Centeno of XPX Global is a member of XPX

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…

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…

XPX Content of Exit Planning Exchange is a member of XPX
XPX Content

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…

XPX Content of Exit Planning Exchange is a member of XPX
XPX Content

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…

XPX Content of Exit Planning Exchange is a member of XPX
XPX Content

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 Content of Exit Planning Exchange is a member of XPX
XPX Content

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…

XPX Content of Exit Planning Exchange is a member of XPX
XPX Content

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 Content of Exit Planning Exchange is a member of XPX
XPX Content

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?…

XPX Content of Exit Planning Exchange is a member of XPX
XPX Content

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…

XPX Content of Exit Planning Exchange is a member of XPX
XPX Content

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…

XPX Content of Exit Planning Exchange is a member of XPX
XPX Content

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…

XPX Content of Exit Planning Exchange is a member of XPX
XPX Content

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,…

XPX Content of Exit Planning Exchange is a member of XPX
XPX Content

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…

XPX Content of Exit Planning Exchange is a member of XPX
XPX Content

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…

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