Past Events
XPX Boston: Evening of Holiday Networking – Wednesday, December 14, 2011
[ December 14, 2011; 5:30 pm to 8:00 pm. ] Enjoy an evening of networking with fellow professionals interested in the exit planning space.
Where: The Conference Center at Waltham Woods, 860 Winter Street, Waltham, MA Directions
Time: 5:30 – 8:00 PM
Investment: Members: $25, Non-Members: $45 Includes one drink ticket and hors d’oeuvres
(Registrations at the door an additional $15)
Thank You to our Sponsor
XPX Boston: Owners’ Academy – Selling Your Business: Preparing for and Negotiating Your Big Payday- Thursday, December 8
[ December 8, 2011; 10:00 am to 12:00 pm. ] Selling a privately held business is complex. It is wrought with both emotional and technical difficulty, and remarkably few business owners meet their exit objectives. At this Owners’ Academy event you will learn from the experience of two owners, Chip Johns and Kevin Comer, who successfully navigated the business seas from start-up to the sale.
Chip [...]
Part 3 XPX – Gesmer Updegrove SERIES: A Guide for Service Providers…Creating our Own Plans for Growth and Exit – November 10, 2011
[ November 10, 2011; 7:30 am to 9:30 am. ] PART 3
Service Provider Success Stories
Join Travis Drouin and three very successful entrepreneurs who have had successful exits from their service business. Learn how they built their companies, their thought processes as they considered liquidity alternatives, how they identified suitors, and the trials and tribulations of the exit process.
Panelists
Brian LeClair – his company, Rockwood Accounting, was [...]
Roundtable: Demystifying the ESOP as an Exit Planning Tool – October 27, 2011
[ October 27, 2011; 7:30 am to 10:00 am. ] The Employee Stock Ownership Plan (ESOP), a potentially powerful exit planning tool, is too often misunderstood by owners and their advisors. This is a topic XPX members should be able to talk intelligently about with their clients. Too often this tool is overlooked because of lack of knowledge. Two of the nation’s leading experts and [...]
Tampa Chapter- Exit Planning: The Good, The Bad and The UGLY!! – October 25, 2011
[ October 25, 2011; 7:30 am to 9:15 am. ] Register Now
Join us for the inaugural meeting of the Tampa chapter of the Exit Planning Exchange (XPX) on Tuesday morning October 25 at the Centre Club in Tampa, FL.
Our expert panel will discuss business owners transition cases they have been personally involved with as advisors. Come hear their insights as to why this is such [...]
Part 2 XPX – Gesmer Updegrove SERIES: A Guide for Service Providers…Creating our Own Plans for Growth and Exit – October 13, 2011
[ October 13, 2011; 7:30 am to 9:30 am. ] PART 2
Stop Selling and Start Giving
Stop looking for opportunities to make the sale and set yourself apart from other professional services providers by becoming a genuine trusted advisor.
This session will challenge participants to reconsider their approach to business development and the “sales process” and provide a road map for new business development success. Traditional selling [...]
Part 1 XPX – Gesmer Updegrove SERIES: A Guide for Service Providers…Creating our Own Plans for Growth and Exit – September 8, 2011
[ September 8, 2011; 7:30 am to 9:30 am. ] PART 1
Developing Business, One Relationship at a Time
Panelists
Steve Snyder, Gesmer Updegrove
Travis Drouin, MFA – Moody, Famiglietti & Andronico
Lyn Kaplan, Insperity
Moderator – Barry Clapp, Clapp Ltd.
Where: Gesmer Updegrove LLP, 40 Broad Street 2nd Floor, Boston, MA
Time: 7:30 – 9:30 AM
Investment: Members: $20 per event, Non-Members: $40 per event
(Registrations at the door an additional $15) Seating is [...]
Outdoor Cocktail Reception Along the Charles River, August 18, 2011
[ August 18, 2011; 5:30 pm to 8:00 pm. ] Enjoy a pleasant evening outdoors networking with fellow professionals interested in the exit planning space. Our evening will include 30 minutes of speed networking, facilitated by Ted Gorski, Chief Effectiveness Officer at Get Your Edge, LLC and Host of “The Business Advantage” Radio Show at WKXL 1450AM. Come prepared to find your dream referral!
Where: Marriott Newton, [...]
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