Successful companies need to be agile and responsive in this challenging economic climate. For over 30 years\, private enterprises including family-owned\, owner-managed\, and closely-held companies\, have relied on Caturano and Company to help them achieve their business and personal success.
On November 18th\, members from Caturano and Company's Private Enterprise Services team will present on current tax and financial issues affecting businesses\, owners and exits in the middle market.
[by: admin] TRANSP:OPAQUE DTSTART;VALUE=DATE-TIME:20091118T210000Z DTEND;VALUE=DATE-TIME:20091119T000000Z END:VEVENT BEGIN:VEVENT SUMMARY:Breakfast Meeting - December 10\, 2009 URL;VALUE=URI:http://xpxboston.com/events/past-events/breakfast-meeting/ UID:12-http://xpxboston.com/events/past-events/breakfast-meeting/ DESCRIPTION:Sponsored by:
Wells Fargo Advisors
Paul Toomey AAMS
First Vice President - Investment Officer Boston\, MA
https://home.wellsfargoadvisors.com/paul.toomey
2010 Financial Outlook – Personal and Business
Bryan Piskorowski\, Managing Director\, Director of Business Development of Wells Fargo Advisors and Ken Serwinski\, CEO/Senior Managing Director of Prairie Capital Advisors will discuss the investing and M &\; A outlook for 2010.
Where: Babson College\, Knight Hall\, Wellesley\, MA
[by: donna] TRANSP:OPAQUE DTSTART;VALUE=DATE-TIME:20091210T111500Z DTEND;VALUE=DATE-TIME:20091210T130000Z END:VEVENT BEGIN:VEVENT SUMMARY:Breakfast Meeting - January 22\, 2010 URL;VALUE=URI:http://xpxboston.com/events/past-events/breakfast-meeting-january-22-2010/ UID:17-http://xpxboston.com/events/past-events/breakfast-meeting-january-22-2010/ DESCRIPTION:Sponsored by:
Please join us to hear Thomas D. Davidow\, Ed.D. and Cynthia Adams Harrison\, Ed. D.\, LICSW share their insights on dealing with the emotional material that inevitably surfaces as advisors get to core issues.
Date: Friday\, January 22\, 2010
Where: Babson College\, Knight Hall\, Wellesley\, MA
Time: 7:15 – 9:00 AM
On Wednesday evening\, February 24\, from 5:30 PM – 9:30 PM\, please join us for a members-only celebration and buffet dinner and cash bar at Papa Razzi\, 16 Washington St.\, Wellesley. The evening’s theme will be how XPX members can collaborate with one another on generating and executing business.
After you register (price only $10)\, please e-mail a two-sentence description of your business and target market to Donna Powell donna@XPXBoston.com. We will aggregate the descriptions and distribute the sheets at the door upon arrival. We will also have a facilitator for the evening’s discussions.
Feel free to come in business casual attire.
We thank Noel Anderson and Principal Financial Group for sponsoring this event.
[by: donna] TRANSP:OPAQUE DTSTART;VALUE=DATE-TIME:20100224T213000Z DTEND;VALUE=DATE-TIME:20100225T010000Z END:VEVENT BEGIN:VEVENT SUMMARY:XPX Summit 2010 URL;VALUE=URI:http://xpxboston.com/events/save-the-date-xpx-summit/ UID:6-http://xpxboston.com/events/save-the-date-xpx-summit/ DESCRIPTION:Mark your calendar for the XPX Summit - Engage\, Educate\, Exit - Delivering Value to Owner-Managed Businesses on Tuesday\, March 16\, 2010.
[by: admin] TRANSP:TRANSPARENT DTSTART;VALUE=DATE:20100316 DTEND;VALUE=DATE:20100317 END:VEVENT BEGIN:VEVENT SUMMARY:SOLD OUT!!! Rescheduled Social Networking 201- April 7\, 2010 URL;VALUE=URI:http://xpxboston.com/events/content-curriculum-roundtable-social-networking-201/ UID:20-http://xpxboston.com/events/content-curriculum-roundtable-social-networking-201/ DESCRIPTION:SOLD OUT!
As a follow up to Social Networking 101\, which was presented in August 2009\, we will concentrate on using LinkedIn as a resource to increase leads and referrals in this roundtable discussion.
Where: Babson College\, Olin Hall Room 102\, Wellesley\, MA (Parking is available in the lot next to Knight Auditorium)
Time: 8:00 – 10:00 AM Coffee will be available. Registration begins at 7:30 AM.
Investment: Members: $20\, Non-Members: $40 (Registrations at the door an additional $15)
SOLD OUT
The Value of Boards in Exit Planning
Join us on Thursday\, April 29 at the Babson Executive Conference Center in Wellesley\, MA for a lively session with two veterans of the boards of private companies.
[by: donna] TRANSP:OPAQUE DTSTART;VALUE=DATE-TIME:20100429T111500Z DTEND;VALUE=DATE-TIME:20100429T130000Z END:VEVENT BEGIN:VEVENT SUMMARY:Content & Curriculum Roundtable - Human Capital and Business Value\, Wednesday\, May 19\, 2010 URL;VALUE=URI:http://xpxboston.com/events/content-curriculum-roundtable-human-capital-and-business-value/ UID:26-http://xpxboston.com/events/content-curriculum-roundtable-human-capital-and-business-value/ DESCRIPTION:Click here to view the presentation material from this event.
The score card of business success is of course the balance sheet and income statement. However\, that measures performance\; it doesn't drive it. The engine that drives performance is the people and how they interact to serve customers. An advisor will often come across dysfunctional and underperforming organizations. As exit is planned\, these can critically affect value.
[by: donna] TRANSP:OPAQUE DTSTART;VALUE=DATE-TIME:20100519T120000Z DTEND;VALUE=DATE-TIME:20100519T140000Z END:VEVENT BEGIN:VEVENT SUMMARY:XPX Boston Sponsoring a Cocktail Networking Event at BEI Boot Camp - May 25\, 2010 URL;VALUE=URI:http://xpxboston.com/events/bei-boot-camp-for-advisors-may-25-26-2010/ UID:34-http://xpxboston.com/events/bei-boot-camp-for-advisors-may-25-26-2010/ DESCRIPTION:[by: donna] TRANSP:OPAQUE DTSTART;VALUE=DATE-TIME:20100525T213000Z DTEND;VALUE=DATE-TIME:20100525T233000Z END:VEVENT BEGIN:VEVENT SUMMARY:XPX Member Dinner - Thursday\, May 27\, 2010 URL;VALUE=URI:http://xpxboston.com/events/xpx-member-dinner/ UID:28-http://xpxboston.com/events/xpx-member-dinner/ DESCRIPTION:[by: donna] TRANSP:OPAQUE DTSTART;VALUE=DATE-TIME:20100527T213000Z DTEND;VALUE=DATE-TIME:20100528T013000Z END:VEVENT BEGIN:VEVENT SUMMARY:Breakfast Panel - Finding Financing in Difficult Times\, Monday\, June 14\, 2010 URL;VALUE=URI:http://xpxboston.com/events/breakfast-panel-finding-financing-in-difficult-times-monday-june-14-2010/ UID:32-http://xpxboston.com/events/breakfast-panel-finding-financing-in-difficult-times-monday-june-14-2010/ DESCRIPTION:[by: donna] TRANSP:OPAQUE DTSTART;VALUE=DATE-TIME:20100614T111500Z DTEND;VALUE=DATE-TIME:20100614T130000Z END:VEVENT BEGIN:VEVENT SUMMARY:XPX Board of Directors & Advisory Board Meeting - Tuesday\, June 22\, 2010 URL;VALUE=URI:http://xpxboston.com/events/xpx-board-of-directors-advisory-board-meeting-tuesday-june-22-2010/ UID:30-http://xpxboston.com/events/xpx-board-of-directors-advisory-board-meeting-tuesday-june-22-2010/ DESCRIPTION:[by: donna] TRANSP:OPAQUE DTSTART;VALUE=DATE-TIME:20100622T200000Z DTEND;VALUE=DATE-TIME:20100623T000000Z END:VEVENT BEGIN:VEVENT SUMMARY:Breakfast Meeting - How Information Technology Affects the Value of Your Business\, Thursday\, July 15\, 2010 URL;VALUE=URI:http://xpxboston.com/events/breakfast-meeting-how-information-technology-affects-the-value-of-your-business-thursday-july-15-2010/ UID:44-http://xpxboston.com/events/breakfast-meeting-how-information-technology-affects-the-value-of-your-business-thursday-july-15-2010/ DESCRIPTION:Click here to view the presentation materials for this event.
Join Dan Adams\, Founder and President of New England Network Solutions and Stephen Lipka\, President\, Avatar Strategic Partners for an engaging panel discussion on Information Technology and how it impacts the value of a business. Mike Maak\, Founder and President\, NorthEast Business Advisors will moderate.
[by: donna] TRANSP:OPAQUE DTSTART;VALUE=DATE-TIME:20100715T111500Z DTEND;VALUE=DATE-TIME:20100715T130000Z END:VEVENT BEGIN:VEVENT SUMMARY:Content and Curriculum Roundtable - Building Successful Collaborative Relationships\, Wednesday\, August 11\, 2010 URL;VALUE=URI:http://xpxboston.com/events/save-the-date-roundtable-on-collaboration/ UID:42-http://xpxboston.com/events/save-the-date-roundtable-on-collaboration/ DESCRIPTION:Click here to view the presentation materials from this event.
A successful exit plan requires a multi-disciplined approach. A partnership strategy can expand your offerings to clients and increase your potential earnings. Sometimes you have to work with the client’s existing advisors\, while other times you can choose your own. This interactive session with Ellen Kaplan\, Founder and President of Possibilities@Work will explore the success factors in selecting and managing the right partners among trusted colleagues.
[by: donna] TRANSP:OPAQUE DTSTART;VALUE=DATE-TIME:20100811T120000Z DTEND;VALUE=DATE-TIME:20100811T140000Z END:VEVENT BEGIN:VEVENT SUMMARY:Outdoor Cocktail Reception Along the Charles River\, Thursday\, August 26\, 2010 URL;VALUE=URI:http://xpxboston.com/events/outdoor-cocktail-reception-along-the-charles-river-thursday-august-26-2010/ UID:40-http://xpxboston.com/events/outdoor-cocktail-reception-along-the-charles-river-thursday-august-26-2010/ DESCRIPTION:[by: donna] TRANSP:OPAQUE DTSTART;VALUE=DATE-TIME:20100826T213000Z DTEND;VALUE=DATE-TIME:20100827T000000Z END:VEVENT BEGIN:VEVENT SUMMARY:PART ONE: XPX/Gesmer Fall 3-Part Series - Critical Issues for Business Success from Formation to Exit URL;VALUE=URI:http://xpxboston.com/events/fall-2010-3-part-series/ UID:38-http://xpxboston.com/events/fall-2010-3-part-series/ DESCRIPTION:[by: donna] TRANSP:OPAQUE DTSTART;VALUE=DATE-TIME:20100908T113000Z DTEND;VALUE=DATE-TIME:20100908T133000Z END:VEVENT BEGIN:VEVENT SUMMARY:Breakfast Meeting - Inaugural Philadelphia XPX Meeting URL;VALUE=URI:http://xpxboston.com/events/breakfast-meeting-inaugural-philadelphia-xpx-meeting/ UID:48-http://xpxboston.com/events/breakfast-meeting-inaugural-philadelphia-xpx-meeting/ DESCRIPTION:[by: donna] TRANSP:OPAQUE DTSTART;VALUE=DATE-TIME:20100915T111500Z DTEND;VALUE=DATE-TIME:20100915T130000Z END:VEVENT BEGIN:VEVENT SUMMARY:Breakfast Meeting - The Exit Planner's Guide to Increasing Corporate Value: How to become an intangible capitalist - September 30\, 2010 URL;VALUE=URI:http://xpxboston.com/events/breakfast-meeting-the-exit-planners-guide-to-increasing-corporate-value-how-to-become-and-intangible-capitalist-september-30-2010/ UID:50-http://xpxboston.com/events/breakfast-meeting-the-exit-planners-guide-to-increasing-corporate-value-how-to-become-and-intangible-capitalist-september-30-2010/ DESCRIPTION:[by: donna] TRANSP:OPAQUE DTSTART;VALUE=DATE-TIME:20100930T111500Z DTEND;VALUE=DATE-TIME:20100930T130000Z END:VEVENT BEGIN:VEVENT SUMMARY:PART TWO: XPX/Gesmer Fall 3-Part Series - Critical Issues for Business Success from Formation to Exit URL;VALUE=URI:http://xpxboston.com/events/part-two-xpxgesmer-fall-3-part-series-critical-issues-for-business-success-from-formation-to-exit/ UID:52-http://xpxboston.com/events/part-two-xpxgesmer-fall-3-part-series-critical-issues-for-business-success-from-formation-to-exit/ DESCRIPTION:[by: donna] TRANSP:OPAQUE DTSTART;VALUE=DATE-TIME:20101007T113000Z DTEND;VALUE=DATE-TIME:20101007T133000Z END:VEVENT BEGIN:VEVENT SUMMARY:PART THREE: XPX/Gesmer Fall 3-Part Series - Critical Issues for Business Success from Formation to Exit URL;VALUE=URI:http://xpxboston.com/events/1213/ UID:54-http://xpxboston.com/events/1213/ DESCRIPTION:[by: donna] TRANSP:OPAQUE DTSTART;VALUE=DATE-TIME:20101104T113000Z DTEND;VALUE=DATE-TIME:20101104T133000Z END:VEVENT END:VCALENDAR