Babson College
231 Forest Street
Wellesley, MA 02457-0310

The Summit will be held in Knight Hall. Parking available in Knight Hall parking lot. If that is full go to Athletic Deck parking lot. A parking pass is not required for this event.

Directions

• From the east: Take the Massachusetts Turnpike to Exit 15 (Interstate 95/Route 128). After the tolls, follow signs to Route 95/128 South to Exit 21 (Route 16 Newton/Wellesley) …
• From the west: Take the Massachusetts Turnpike to Exit 14 (Interstate 95/Route 128). After the tolls, follow signs to Route 95/128 South to Exit 21 (Route 16 Newton/Wellesley) …
• From the south: Follow Route 95/128 North to Exit 21 (Route 16 Newton/Wellesley) …
• From the north: Follow Route 95/128 South to Exit 21 (Route 16 Newton/Wellesley) …

Then … At end of the off-ramp, follow signs for Route 16 West (Washington Street). Continue on Route 16 West for 2 miles through Newton Lower Falls and Wellesley Hills. Turn left onto Forest Street and follow for 1 mile to Babson College; the main entrance is on the right.

Google Map

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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.

More Info:

• Agenda –  http://xpxboston.com/xpx-summit-2010/xpx-summit-2010-agenda/

• Sponsorship Ops – http://xpxboston.com/xpx-summit-2010/xpx-summit-2010-sponsorship-opportunities/

• Registration Form – http://www.xpxboston.com/events/register2.php?event_id=13

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

More Info:

• Welcome – http://xpxboston.com/xpx-summit-2010/welcome-to-the-xpx-summit-2010/

• Sponsorship Ops – http://xpxboston.com/xpx-summit-2010/xpx-summit-2010-sponsorship-opportunities/

• Registration Form – http://www.xpxboston.com/events/register2.php?event_id=13

Platinum sponsors are given exclusivity for your company in your industry for a complete full year of sponsorship along with an XPX ambassador to help maximize your firms exposure.

For more information click here:    

GOLD

A corporate banner in one of the three main summit locations, plus a speaker introduction during the conference.

For more information click here:    

SILVER

A corporate banner in one of the three main summit locations, plus visibility in all Summit marketing materials.

For more information click here:    

BRONZE

A corporate banner in one of the three main summit locations, and a preferred ad space in the program book.

For more information click here:    

>> Please contact Daniel Guglielmo to become an XPX Sponsor

More Info:

• Welcome – http://xpxboston.com/xpx-summit-2010/welcome-to-the-xpx-summit-2010/

• Agenda –  http://xpxboston.com/xpx-summit-2010/xpx-summit-2010-agenda/

• Registration Form – http://www.xpxboston.com/events/register2.php?event_id=13

Members should be receiving an email with their user name and password information, which will provide them with up to date content and valuable information.

• Make it easier for business owners to find qualified professionals with deep exit planning expertise
• Support the growth of the emerging exit planning field
• Enable members to share their intellectual capital with other members
• Develop the educational programs required for this emerging discipline
• Provide members with exclusive networking, education and collaboration opportunities

Programming in 2009 showcased industry expertise that often came right from XPX members and sponsors, and focused on owner-managed business and the exit process. The following is a summary of XPX events this year.

 XPX Summit 09

In March of 2009, XPX held its first annual XPXSummit at Babson College’s Knight Hall. The purpose of the XPXSummit was to provide a unique professional development experience combining cutting edge strategies and advice from top industry experts with thought-provoking workshops and active networking opportunities. From all indications, this event was a huge success. Those who attended learned from an impressive array of keynote speakers including: Kevin Mulvaney, adjunct lecturer at Babson’s Entrepreneurial Program and Executive-in-Residence in the Entrepreneurial Studies Program; Barry Libert, business executive, author, speaker and Chairman of Mzinga, a provider of technology and services to enterprise level customers; and Suzanne Bates, executive coach, award-winning television news anchor, and President and CEO of Bates Communications, Inc. In addition to these keynote speakers, 9 different breakout sessions were also provided, all of which were taught by members of the XPX community.

Breakfast Events

December 2009: 2010 Financial Outlook – Personal and Business Bryan Piskorowski, Director of Business Strategy of Wells Fargo Advisors and Ken Serwinski of Prairie Capital Advisors discussed the investing and M & A outlook for 2010.

October 2009: Marshall Paisner, Founder and Former Owner of ScrubaDub Auto Wash Centers, Discusses his Strategy for Passing the Business to his Sons. Marshall authored the book, Sustaining the Family Business: An Insider’s Guide To Managing Across Generations.

September 2009: Panel: Mezzanine Lenders and Private Equity Investors: This panel, comprised of mezzanine lenders and private equity investors in privately-held businesses, spoke on their experiences investing in lower middle market transactions and the long-term outlook for the segment.

July 2009: Herb Daroff of Bay State Financial – Who is going to Own Your Business After You? Herb addressed many difficult situations facing business owners and presented creative solutions.

June 2009: Panel Discussion: Completing the Sale of a Company during an Economic Meltdown. Participants included the owner/seller, private equity investor, investment banker, and attorney who put it all together despite the tumultuous environment.

May 2009: The Buyer’s Side: A Unique Perspective from a Strategic Buyer’s Point of View. Amy Wendell of Covidien described what she has learned from her vast experience in M&A, and what the medical giant looks for when considering acquisitions.

January 2009: Philanthropy’s Place in Exit Planning. Jay Steenhuysen gave a captivating presentation about philanthropy as a means to increase owner-families’ motivation to plan, help them discover a bigger ‘why’ for getting their transaction right and assist them in unlocking a fulfilling and tax effective way to create a legacy through their business wealth.

Events Sponsored by XPX Platinum Sponsor Caturano and Company

November 2009: Tax and Financial Issues Affecting Business Owners: Caturano partners will speak on tax and financial issues affecting businesses, owners and exits in the middle market. Networking will precede and follow the presentation.

February 2009: The Economy and The Impact On Small Business: Two partners from Caturano spoke on topics relevant to the deteriorating economy and its impact on owner-managed businesses in 2009, valuation and the investment outlook and its impact on small business.

Forum for Entrepreneur-Advisor Collaboration Sponsored by Gesmer Updegrove

August 2009 – Entrepreneur Needs Your Assistance…Time-Critical!
An interactive exercise used a videotape of an owner asking for the help of the advisors in the audience in today’s troubled economy.

April 2009 – Adversity’s Opportunity: Thriving as Today’s Indispensable Advisor
A panel discussion and interactive session featured business and marketing advisors presenting ideas on how to become indispensable to their clients.

January 2009 – Growth Capital in the Midst of Systemic Crisis: Who Is Still Lending and Investing and How to Access this Capital
A panel discussion featuring a commercial banker, investment banker, and mezzanine lender discussed strategies for accessing capital in a challenging economy.

 XPX Content and Curriculum Committee Presentations

November 2009: Exit Planning…..The Long Term View – A first in a series session, especially designed for both advisors and business owners to learn how to maximize and sustain the value of their business over the longer term in order to reap optimal financial rewards at time of exit.

October 2009: An Exit Planning Case Study – A live and interactive exit planning training class will encourage learning and collaboration with other XPX members

August 2009: The Basics of Online Social Networking - A discussion about how best to leverage various social media strategies for growth

Networking Events

August 2009: Networking Along the Charles: A great evening of networking along the Charles River at the Newton Marriott.  Sales and marketing guru Jim Ayraud provided great tips and inspiration to make networking a priority for the professionals attending.