2011 – The Year in Review

Thank you for your continued membership and participation in XPX Boston. Together, we have once again accomplished a great deal this past year. We are truly making a difference.
Breakfast Meetings
January 19 – Your Business at the Brink: Working Through Conflict to Open Your Future: Debbie Bing, Principal at CFAR Center for Applied Research reviewed the [...]

About XPX

XPX consists of advisors to business owners – CPAs, estate planning attorneys, consultants, investment bankers, wealth managers, valuation specialists, insurance and tax experts, mergers and acquisitions attorneys, and marketing specialists. XPX provides cutting-edge programming and top-flight networking and connections. The purpose is to help advisors learn to raise the topic of exit planning with their [...]

What's New in exchange

Blog Entry from Phillip Thomas our January 24th Breakfast Speaker – GOT TRUST?

What are we actually conveying when we say “I trust you”?  How and why is trust earned or extended?  How is it measured?  Does it have economic implications or is it simply a way of describing ones general feelings towards another – either socially, in families, or in business?
With all the distrust taking place around [...]

XPX Member Blogger Comments on XPX’s Roundtable on October 27, 2011

Yesterday’s XPX event on ESOPs (Employee Stock Ownership Plan) was meaty. Jim Higgins and Rob Edwards of SES Advisors schooled all of us on the dark side and the upside of this exit option. It became clearer to me yesterday not only why ESOPs are a powerful exit option, but also why they are misunderstood. [...]

XPX Member Blogger Comments on XPX’s Owners’ Academy at Babson on September 27, 2011

Surviving the Power Shift – What a Successful Succession Looks Like
 Facilitator: Carl Famiglieti, MFA
 Panel: Fred Alper, Bill and Phil Noonnan
Below are notes and quotes from the third Owners’ Academy event at Babson captured by Daniel A. Guglielmo. There were 41 attendees. By all accounts the value was appreciated by all. 

Succession is a state of mind, [...]


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