Past Events
Breakfast Meeting – Owners’ Perspective: Lessons Learned From the Sale of My Business – July 14, 2011
[ July 14, 2011; 7:15 am to 9:00 am. ] During this panel discussion, moderated by Bonni Carson DiMatteo, CMC, we will hear from three business owners who have successfully exited their businesses. These entrepreneurs had businesses in a variety of sizes and industries and they are eager to share their lessons learned from the exit process.
Come hear their unique perspectives on issues such as:
What would [...]
On the Right Track: How Your Communications Efforts Can Either Make or Break a Sale – June 15, 2011
[ June 15, 2011; 7:15 am to 9:00 am. ] Throughout the entire sale process —from making the decision to sell straight through the transfer of ownership and beyond —there are a million decision points about what to communicate, when to communicate it, and how. When the focus is on getting the deal done, developing a communications strategy can fall by the wayside, often with [...]
XPX 2011 Roundtable Series Kicks Off: Suddenly Fortunate…Now What? – May 25, 2011
[ May 25, 2011; 7:30 am to 10:00 am. ] Helping the Exiting business owner think about doing well by doing good.
Understanding their new found wealth and the important role it plays in their life and the lives of others can be a daunting challenge to contemplate for a transitioning business owner. For many, philanthropic giving is an important goal. It’s also a challenging one, since [...]
Breakfast Meeting – An Owners’ Perspective: Merging Towards an Exit – May 18, 2011
[ May 18, 2011; 7:15 am to 10:00 am. ] Jeff Garr and Ken Bettenhauser each created successful benefits and payroll companies, but came to a time when they decided they needed to grow faster than they could organically in order to achieve long-term success. Join your fellow XPX members and friends to hear Jeff and Ken share their thought process around why they decided a [...]
Joint XPX program with MVVF and FBA: Managing Mergers and Acquisitions – May 11, 2011
[ May 11, 2011; 6:00 pm to 9:00 pm. ] They say “chance favors the prepared.” They also say “a surprisingly large percentage of M&A activity results from unexpected events or unsolicited offers.” This panel discussion will help you evaluate whether your company is already positioned to reap its intrinsic value when the unexpected event or unsolicited offer puts your company in play or whether [...]
XPX Member Dinner – June 7, 2011
[ June 7, 2011; 5:30 pm to 9:30 pm. ] Join us for a XPX Boston members-only buffet dinner and cash bar at Papa Razzi, Burlington, MA – please note the new venue!
We will continue our Networking Theme from our last member dinner with an emphasis on expanding meaningful and memorable contacts, relationship building, listening and collaborating. XPX Boston member, Bonni Carson DiMatteo of Atlantic [...]
Breakfast Meeting – Economies at the Crossroads – Why Your Thinking About the Global Economy Must Change – April 14, 2011
[ April 14, 2011; 7:15 am to 9:00 am. ] Our world is now so interdependent that it is both difficult and naive to assess economic events and issues – let alone prescribe policy solutions – without taking into consideration the socioeconomic environments and roles of both the major economies worldwide as well as those once considered marginal players. Like it or not, the U.S. [...]
XPX Summit 2011 – Assess, Adapt and Arrive: Navigating through challenging terrain
[ March 15, 2011; ]
Tuesday, March 15, 2011 7:30 AM, Babson College, Trim Hall, Wellesley, MA
Breakfast Meeting – What Business Owners Need to Know About Private Equity – February 16, 2011
[ February 16, 2011; 7:15 am to 9:00 am. ] Click here to view the presentation from this event.
Mark Jrolf is the Managing Partner of Heritage Partners, a Boston-based private equity firm that has a different approach to investing in family-owned businesses than most equity groups. Mark will speak about the process of preparing a company for ownership transfer, when a business owner should consider [...]
XPX Sponsors:
Platinum Sponsor
Platinum Sponsor
Gold Sponsor
Silver Sponsor
Silver Sponsor
Silver / Founding Sponsor
Founding Sponsor
Founding Sponsor
Host Sponsor
