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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…

  Produced by XPX New England in December 2016 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…

The owners of HiTech, our case study company, are looking for ways to create additional value in their business in pursuit of a profitable exit. Transforming their operations will be a key driver of their ability to grow revenue, increase margins, and create a more sustainable company. By using operations as a driver of growth…

Harvey Katz, Partner, Co-Chair Employee Benefits & Compensation Department, Fox Rothschild LLP Human Capital is one of the most important, if not the most valuable asset that most businesses possess. This maxim is especially true for those businesses preparing a for a sale. Key employees need to be properly incentivized to remain with the business…

HiTech owners have asked two critical questions, “How do we get started (to organize and prepare for sale)? What should our priorities be?” Developing strategy long before beginning the exit process is an important step toward answering these questions, because strategy will set priorities and provide the road map for achieving success. In this presentation…

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…

Preview: Understanding Cyber Risk to Your Business  The National Cyber Security Alliance has estimated that 60% of small businesses hit by cyber-attacks end up going out of business, AND current research shows that 70% of cyber-attacks occur due to activities by Authorized system users! Panelists: Keith Graham is the Chief Technology Officer at SecureAuth CorpBrian…

The ExitMap® is an exit planning client engagement system designed exclusively for professional Advisors who work closely with business owners.  Get a free assessment! ExitMap Intro from John F. Dini on Vimeo.

Guest Blog Post by Lee Frederiksen, CEO of Hinge Marketing Featuring the results of a joint XPX – Hinge Study For many professional services firms, referrals are a key source of leads and new business. In Professional Services Marketing Priorities, a study that my firm, Hinge, recently conducted in collaboration with several organizations, more than…