Past Events

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. [...]

Owners’Academy – Riding the Elephant Through the Pass – April 6, 2011

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 [...]

Breakfast Meeting – Your Business at the Brink: Working Through Conflict to Open Your Future – January 19, 2011

[ January 19, 2011; 7:15 am to 9:00 am. ] Click here to view the presentation from this event.

Business owners know the destructive potential of conflict. The issues that can bring a business “to the brink” are diverse, plentiful and often represent vital challenges for a closely held business—provoking discussions about succession and exit plans, feedback about performance, agreements about future roles and leadership, and [...]

Breakfast Meeting – Building Value in Private Companies – December 9, 2010

[ December 9, 2010; 7:15 am to 9:00 am. ]

Click here to view the presentation outline from this event.

Most owners and managers operate their businesses without ever knowing what their company is worth, how much more a strategic buyer would pay to acquire it, what factors affect the company’s stock value, and whether they would be better off selling or exiting in some other fashion.  This session will discuss the metrics needed to maximize our clients’ companies’ value, how we can help them determine their return on investment in their company as part of their overall investment strategy, and how value depends on the many exit options available to business owners.

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 acquirers, stage-appropriate financing alternatives, starting to identify horses for a race.

Where: Harvard Club, 1 Federal Street, Boston, MA (Sponsored by Webster Bank) 
Time: [...]

Inaugural Event – Owners’ Academy

  • XPX Sponsors:

    Platinum Sponsor
    U.S. Trust

    Platinum Sponsor
     MFA – Moody, Famiglietti & Andronico

    Gold Sponsor
     Tarlow Breed Hart & Rodgers, P.C.

    Gold Sponsor
     Beacon Equity Advisors

    Founding Sponsor
    Morse, Barnes-Brown & Pendleton, PC

    Founding Sponsor
    TrustDesign

    Founding Sponsor
     Trek Consulting

    Host Sponsor
    The Arthur M. Blank Center for Entrepreneurship