In this session we focus on growing your business using both equity and debt. Our distinguished panel of bank lenders and private equity will describe what steps a business should—and should not—take to attract and qualify for bank loans and how to find the right equity partner. We will continue to use our case study…

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…

Borrowing Ground Rules: Do’s and Don’ts In the first of two programs focused on locating outside financing, our distinguished panel of lenders will describe the profile of a successful borrower and what steps a business should—and should not—take to attract and qualify for bank loans and other third-party loans. We will continue to use our…

A successful exit is about more than finding the right buyer and the right price. A company’s corporate governance documents should contain appropriate rights and restrictions to ensure the business stays on track, your partners remain your partners and exit process is streamlined when the time comes. SpeakersJames Greifzu, Associate, Wiggin and DanaMike Grundei, Partner,…

Ines LeBow CEO/Founder of Enterprise Transformation Solutions was interviewed by Carolyn Bruna on MCTV -It’s a Woman’s World!

In this interview, John Dini discusses his new book “Your Exit Map: Navigating the Boomer Bust.” John is an author and the founder of XPX San Antonio.

September’s event is a round table discussion that will set the foundation for the rest of the year. This highly interactive session will break down the case into several core areas that surround exit planning – management transition, operational improvements, financial planning, strategy development, etc. This case study examines a family-owned business in which one…

The Perfect Storm presented by The ExitMap® from John F. Dini on Vimeo.

John Dini is leading the charge in the startup of our newest Chapter in San Antonio. The book is available on Amazon.