Upcoming Exit Planning Exchange (XPX) – Boston Events

The Exit Planning Exchange – Boston chapter has three events planned for February and March:

Wednesday, February 10: As a follow up to Social Networking 101, which was presented in August 2009, Don Weintraub of Rainmaker Associates will lead a roundtable discussion at Babson College in Wellesley, MA on using LinkedIn as a resource to increase leads and referrals.

Wednesday, February 24: XPX will hold a members-only dinner at Papa Razzi, 16 Washington St., Wellesley, MA.  The evening’s theme will be how XPX members can collaborate with one another on generating and executing business.  Principal Financial will sponsor.

Tuesday, March 16: XPX will hold its second annual Summit at Babson College. The day-long program, entitled Engage, Educate and Exit: Delivering Value to the Owner-Managed Business, will kick off with an interactive exercise on exit planning for a business owner that will allow participants to share ideas and work together on an exit planning case. The lunchtime keynote speaker will be Rob Slee, author of “Private Capital Markets”, “Midas Managers” and “Midas Markets”. Rob is an investment banker from Charlotte, NC. Kevin Mulvaney, who is a Babson professor and small business advisor, was so popular at last year’s Summit, we’ve invited him back to speak about credit and the current M&A environment. Between keynotes, attendees can choose three of nine breakout sessions around exit planning. Caturano and US Trust are the Platinum sponsors.

For more information and to register for these events, go to the XPX Boston website.