Building and Monetizing Business Value

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


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This program was produced by XPX New England in November 2017. 

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
  • Greg Rush – Partner, Dunn Rush & Co. LLC

Click here to read speaker bios.

Attendees will learn what owners and advisors need to know about the risks, obstacles, and challenges to a successful sale, what owners need from the sale, and why beginning with the end in mind is so important to maximizing business value.

Hosted by XPX New England Silver Sponsor McLane Middleton P.A.

Updated: February 26th, 2018