Events

PART ONE: XPX/Gesmer Fall 3-Part Series – Critical Issues for Business Success from Formation to Exit

[ September 8, 2010; 7:30 am to 9:30 am. ] Planting the Seeds, Early Stage Company Issues

Topics to be discussed in Part One will include how we as service providers evaluate companies to decide if we want to work with them, preparing companies for financing, team building challenges, stage-appropriate financing alternatives, value-added services, assembling the best Board of Directors and/or Advisory Board.

Where: Gesmer Updegrove LLP, 40 [...]

Breakfast Meeting – Inaugural Philadelphia XPX Meeting

[ September 15, 2010; 7:15 am to 9:00 am. ] Join us for the inaugural breakfast meeting for the Philadelphia Exit Planning Exchange on September 15 at the Pyramid Club.

In recognition of the growing number of baby boom business owners who have reached the age of transition, a group of advisors founded XPX in Boston in 2005. The founders recognized that the skills that propelled [...]

Breakfast Meeting – The Exit Planner’s Guide to Increasing Corporate Value: How to become an intangible capitalist – September 30, 2010

[ September 30, 2010; 7:15 am to 9:00 am. ] Today, roughly 75% of the value of the average private business is intangible—invisible in financial statements and not well understood, even by those inside the organization. Exit Planners, like their clients, are handicapped by their business education and tools, which were optimized for the factories of the industrial era. To maximize the value of a [...]

PART TWO: XPX/Gesmer Fall 3-Part Series – Critical Issues for Business Success from Formation to Exit

[ October 7, 2010; 7:30 am to 9:30 am. ] Designing the Landscape, Mid-Stage Company Issues

Topics to be discussed in Part Two will include how to drive revenue, what are the “right” sales alternatives (direct, channels, other), strategic partner alternatives, supplementing the team, stage-appropriate financing alternatives.

Where: MFA – Moody, Famiglietti & Andronico, One Highwood Drive, Tewksbury, MA
Time: 7:30 – 9:30 AM
Investment: Members: $20 per event, Non-Members: $40 [...]

PART THREE: XPX/Gesmer Fall 3-Part Series – Critical Issues for Business Success from Formation to Exit

[ November 4, 2010; 7:30 am to 9:30 am. ] Harvesting the Fruits of your Labor, Latter-Stage Company Issues

Topics to be discussed in Part Three will include steps to take with an exit in mind; for instance, strengthening the financials, strengthening the team, identifying partners that might become acquirors, stage-appropriate financing alternatives, starting to identify horses for a race.

Where: Webster Bank, 100 Franklin Street, Boston
Time: 7:30 – 9:30 AM
Investment: Members: [...]

  • XPX Sponsors:

    Platinum Sponsor
    McGladrey

    Platinum Sponsor
    U.S. Trust

    Platinum / Founding Sponsor
    Morse, Barnes-Brown & Pendleton, PC

    Founding Sponsor
    TrustDesign

    Founding Sponsor
    Trek Consulting LLC

    Host Sponsor
    The Arthur M. Blank Center for Entrepreneurship