Exit Planning Exchange - Boston » XPX Summit 2010 http://xpxboston.com XPX Boston Chapter Member web site Thu, 09 Sep 2010 18:24:41 +0000 http://wordpress.org/?v=2.9.2 en hourly 1 Welcome to the XPX Summit 2010 http://xpxboston.com/events/past-events/welcome-to-the-xpx-summit-2010/ http://xpxboston.com/events/past-events/welcome-to-the-xpx-summit-2010/#comments Wed, 24 Feb 2010 13:00:25 +0000 admin http://xpxboston.com/?p=703

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Tuesday, March 16
Babson College
Knight Hall
Wellesley, MA
7:30am – 6:00pm





Click here to Register today!

Attendees will walk away with

  • Concrete ways to engage the business owner in exit planning
  • Tools and techniques for assessing and valuing private businesses
  • Comprehensive understanding of exit planning
  • Network of trusted advisors engaged in the exit planning industry

Who should attend?

Professionals engaged in advising the private business owner and their clients. Last year’s attendees included financial planning advisors, accountants, corporate and estate planning attorneys, investments bankers, management consultants, marketing and public relations professionals, tax and insurance advisors, investors and entrepreneurs.


Click here to Register today!

Engage, Educate and Exit:

Delivering Value to the Owner-Managed Business

Join other trusted advisors and business owners for an  educational and inspiring opportunity to share firsthand accounts, exchange best practices and learn from other practitioners who are responsible for advising the business owner on issues surrounding their exiting goals.

Special Keynote: Rob Slee’s presentation “In Search of the Midas Touch -  competing in a global economy — how to create value in anticipation of the next liquidity/M&A period.” Each attendee will receive a hard cover and CD version of Rob’s new book Midas Marketing.

During the daylong conference, you will hear from Rob and Kevin Mulvaney as the keynote speakers. Kevin is  President of Strategic Advisors Group, a specialty consulting firm which advises CEOs and business owners facing important strategic challenges and M&A decisions. Both Rob and Kevin have extensive experience with exiting owners in the small and medium business space.

During the balance of the day, participants may attend up to three of nine break-out sessions presented by experts in their field, selected for the relevance to the exit  planning field, which will cover a variety of timely topics.

Registration beginning February 10 Early Bird Registration Prior to March 2
XPX Member: $195 $170
Non-Member: $295 $270

If you are travelling to the Summit from out of state, please call Donna Powell at 978-392-7929 for pricing and to register. XPX will offer a $25 discount for out-of-staters.

Hotel Accommodations can be made at the Babson Executive Conference Center. Go to http://execed.babson.edu/becc/accomodations.aspx


XPX Summit 2010 Sponsors

More Info:

]]> http://xpxboston.com/events/past-events/welcome-to-the-xpx-summit-2010/feed/ 0 XPX Summit 2010 Agenda http://xpxboston.com/xpx-summit-2010/xpx-summit-2010-agenda/ http://xpxboston.com/xpx-summit-2010/xpx-summit-2010-agenda/#comments Fri, 19 Feb 2010 20:08:23 +0000 admin http://xpxboston.com/?p=906 >> XPX 2010 Summit Agenda (view/print pdf)

Conference Agenda – March 16, 2010

7:30 am to 8:15 am

Continental Breakfast & Networking

8:15 am to 8:30 am

Welcome

8:30 am to 10:00 am

Getting The Owner Conversation Started: An Interactive Workshop

Kick-Off Presenter: Richard C. Kimball, The Bigelow Company

10:00 am to 10:15 am

Break

10:15 am to 11:15 am

Breakout A: Engage the Business Owner (Choose one session)

Is There an 800-Pound Gorilla Your Client Cannot See?

Lawrence A. Girouard, The Business Avionix Company and Marty W. Croyle, Croyle & Associates

Leveraging Social Networks: Growing The Business

Joselin Mane, LITBeL Consulting/BostonTweetUp.com and Michael Durwin, Engine East

Succession: An Owner’s Story of Buying, Owning and Selling

Kevin Kennedy, Beacon Exit Planning

11:15 am to 11:30 am

Break

11:30 am to 12:30 pm

Breakout B: More Exit Planning Education (Choose one session)

True Stories And Lessons Learned from the Exit Trail in Texas

Joan Ridley, Business Wealth Solutions

The Art Before the Deal

Brian Layton and Raymond N. Wareham, Bernstein Global Wealth Management

Maximizing Value in the Sale of a Business

Kenneth F. Stern, Synxronos

12:30 pm to 1:45 pm

In Search of the Midas Touch

Lunch & Keynote Address: Robert Slee, MidasNation

1:45 pm to 2:00 pm

Break

2:00 pm to 3:00 pm

Breakout C: Execute Wisely! (Choose one session)

Size Doesn’t Matter, But Positioning Does!

Janey Bishoff, Bishoff Communications

Optimizing Your Board of Advisors

Stephen Wilchins, Seegel Lipshutz & Wilchins LLP

ESOPs As Ownership Transition Vehicles

Chris M. Mellen, Delphi Valuation Advisors and

Robert W. Edwards, Steiker, Fischer, Edwards & Greenapple, P.C., and its affiliate, SES Advisors, Inc.

3:00 pm to 3:15 pm

Break

3:15 pm to 4:15 pm

The Business Owner’s Challenges In Uncertain Times

Afternoon Keynote Address: Kevin Mulvaney, Babson College

4:15 pm to 4:30 pm

Wrap Up

4:30 pm to 5:30 pm

Networking Reception

>> XPX 2010 Summit Agenda (view/print pdf)

More Info:

]]> http://xpxboston.com/xpx-summit-2010/xpx-summit-2010-agenda/feed/ 0 2010 XPX Summit – Speaker Application http://xpxboston.com/xpx-summit-2010/2010-xpx-summit-speaker-application/ http://xpxboston.com/xpx-summit-2010/2010-xpx-summit-speaker-application/#comments Thu, 17 Dec 2009 13:35:53 +0000 admin http://xpxboston.com/?p=618 Click here to download the the 2010 XPX Summit Speaker Application form (pdf)

]]> http://xpxboston.com/xpx-summit-2010/2010-xpx-summit-speaker-application/feed/ 0 XPX Summit 2010 http://xpxboston.com/events/save-the-date-xpx-summit/ http://xpxboston.com/events/save-the-date-xpx-summit/#comments Sat, 24 Oct 2009 13:01:15 +0000 admin http://xpxhartford.com/?p=35 Mark your calendar for the XPX Summit - Engage, Educate, Exit - Delivering Value to Owner-Managed Businesses on Tuesday, March 16, 2010.

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Tuesday, March 16
Babson College
KnightHall
Wellesley, MA
7:30am – 6:00pm



Click here to Register today!

Attendees will walk away with

  • Concrete ways to engage the business owner in exit planning
  • Tools and techniques for assessing and valuing private businesses
  • Comprehensive understanding of exit planning
  • Network of trusted advisors engaged in the exit planning industry

Who should attend?

Professionals engaged in advising the private business owner and their clients. Last year’s attendees included financial planning advisors, accountants, corporate and estate planning attorneys, investments bankers, management consultants, marketing and public relations professionals, tax and insurance advisors, investors and entrepreneurs.


Click here to Register today!

Engage, Educate and Exit:

Delivering Value to the Owner-Managed Business

Join other trusted advisors and business owners for an educational and inspiring opportunity to share firsthand accounts, exchange best practices and learn from other practitioners who are responsible for advising the business owner on issues surrounding their exiting goals.

Special Keynote: Rob Slee’s presentation “In Search of the Midas Touch – competing in a global economy — how to create value in anticipation of the next liquidity/M&A period.” Each attendee will receive a hard cover and CD version of Rob’s new book Midas Marketing.

During the daylong conference, you will hear from Rob and Kevin Mulvaney as the keynote speakers. Kevin is President of Strategic Advisors Group, a specialty consulting firm which advises CEOs and business owners facing important strategic challenges and M&A decisions. Both Rob and Kevin have extensive experience with exiting owners in the small and medium business space.

During the balance of the day, participants may attend up to three of nine break-out sessions presented by experts in their field, selected for the relevance to the exit planning field, which will cover a variety of timely topics.

Registration beginning February 10 Early Bird Registration Prior to March 2
XPX Member: $195 $170
Non-Member: $295 $270

If you are travelling to the Summit from out of state, please call Donna Powell at 978-392-7929 for pricing and to register. XPX will offer a $25 discount for out-of-staters.

Hotel Accommodations can be made at the Babson Executive Conference Center. Go to http://execed.babson.edu/becc/accomodations.aspx


XPX Summit 2010 Sponsors

More info:

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