Past Events
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: [...]
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 – 8:00 AM Registration & Networking, 8:00 - 9:00 AM [...]
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. ]
Click here to view the PowerPoint Presentation from this event.
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 business, you need new tools that focus on intangibles.
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 [...]
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 [...]
Outdoor Cocktail Reception Along the Charles River, Thursday, August 26, 2010
[ August 26, 2010; 5:30 pm to 8:00 pm. ] Enjoy a pleasant evening outdoors networking with fellow professionals interested in the exit planning space.
Where: Marriott Newton, 2345 Commonwealth Avenue, Newton, MA
Time: 5:30 – 8:00 PM
Investment: Members: $25, Non-members: $45 (Registrations at the door an additional $15)
Cash bar and hors d’oeuvres will be served. In case of rain, we’ll move indoors. Attire is business casual dress for [...]
Content and Curriculum Roundtable – Building Successful Collaborative Relationships, Wednesday, August 11, 2010
[ August 11, 2010; 8:00 am to 10:00 am. ]
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.
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