Past Events
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.
Breakfast Meeting – How Information Technology Affects the Value of Your Business, Thursday, July 15, 2010
[ July 15, 2010; 7:15 am to 9:00 am. ]
Click here to view the presentation materials for this event.
Join Dan Adams, Founder and President of New England Network Solutions and Stephen Lipka, President, Avatar Strategic Partners for an engaging panel discussion on Information Technology and how it impacts the value of a business. Mike Maak, Founder and President, NorthEast Business Advisors will moderate.
XPX Boston Sponsoring a Cocktail Networking Event at BEI Boot Camp – May 25, 2010
[ May 25, 2010; 5:30 pm to 7:30 pm. ] XPX Boston Sponsoring a Cocktail Networking Event at the BEI Boot Camp
XPX Boston will be sponsoring a Cocktail Networking Event with an open bar at the BEI Boot Camp at 5:30 PM on Tuesday, May 25 at the Westin Hotel, Waltham, MA. The cost is $10 for members and nonmembers.
BEI is a national exit planning [...]
Breakfast Panel – Finding Financing in Difficult Times, Monday, June 14, 2010
[ June 14, 2010; 7:15 am to 9:00 am. ] Bob Baker, President, SBANE, Jamie Grant, Partner, Mirus Capital and Itamar Chalif, XPX member and Founder of Atlantic Capital Solutions, Inc. will be panelists at the June 14 breakfast entitled, “Finding Financing in Difficult Times.” Michael Oleksak will moderate.
Where: Babson College, Olin Hall Needham/Wellesley Room, Wellesley, MA (Park in the lot next to Knight Auditorium)
Time: 7:15 [...]
Content & Curriculum Roundtable – Human Capital and Business Value, Wednesday, May 19, 2010
[ May 19, 2010; 8:00 am to 10:00 am. ]
Click here to view the presentation material from this event.
The score card of business success is of course the balance sheet and income statement. However, that measures performance; it doesn’t drive it. The engine that drives performance is the people and how they interact to serve customers. An advisor will often come across dysfunctional and underperforming organizations. As exit is planned, these can critically affect value.
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