XPX – Boston events – May 18, May 25
XPX – Boston will hold a breakfast meeting where former business owners Jeff Garr and Ken Bettenhauser answer the question, “When is an Exit not an Exit?”
Mike Oleksak – panelist at MVVF event on May 11
This panel discussion will help owners evaluate whether their company is already positioned to reap its intrinsic value when the unexpected event orunsolicited offer puts the company in play or whether the owner will be heard to say, “I wish I took the time to be prepared.”
XPX Boston Breakfast Meeting – April 14 – Babson College: Economies at the Crossroads – Why Your Thinking About the Global Economy Must Change
Our world is now so interdependent that it is both difficult and naive to assess economic events and issues – let alone prescribe policy solutions – without taking into consideration the socioeconomic environments and roles of both the major economies worldwide as well as those once considered marginal players.
XPX 2011 Summit – Babson College – Tuesday, March 15, 2011
Tuesday, March 15 at Babson College in Wellesley, MA – XPX 2011 Summit This year’s theme is: Assess, Adapt and Arrive: Navigating through challenging terrain.Topics within th is theme include: · Dealing with difficult landscape facing business owners · How advisors can help guide owners through the rough terrain · Getting owners and advisors to try new things · Making a bigger [...]
Announcements – XPX Boston, XPX Connecticut, XPX Philadelphia, XPX Summit, Mary Adams
Wednesday, February 16 at Babson College in Wellesley, MA, What Every Business Owner should know about Private Equity, Babson College. Mark Jrolf is the Managing Partner of Heritage Partners, a Boston-based private equity firm that has a different approach to investing in family-owned businesses than most equity groups. Heritage provides capital for companies to diversify shareholder net [...]
Announcements-XPX Philadelphia, XPX-Boston, Mary Adams, XPX Summit
Wednesday, January 26 in Philadelphia - ”Getting the Owner Conversation Started – An Interactive Workshop” XPX Philadelphia attendees will participate in a collaborative exercise to include the broad range of advisors to business owners. Attendees at this breakfast meeting will view a brief video of a business owner discussing with her investment banker an offer she has received [...]
Wednesday, February 16 at Babson College in Wellesley, MA, What Every Business Owner should know about Private Equity
Mark Jrolf is the Managing Partner of Heritage Partners, a Boston-based private equity firm that has a different approach to investing in family-owned businesses than most equity groups. Heritage provides capital for companies to diversify shareholder net worth, cash out partners, open up ownership to management, or to grow using outside capital. Heritage uniquely allows original ownership to retain control.
XPX Boston breakfast – Jan. 19 – Conflict resolution and negotiation in private business
On Wednesday morning, January 19, 2011, at Babson College, Deb Bing, a Principal at the Center for Applied Research, will speak on conflict resolution and negotiation in private businesses. She will focus on the destructive potential of conflict as well as the paralysis that can result from avoiding conflict.
December 9th in Wellesley, MA – XPX Boston – Valuation in M&A
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.
November 16th in Philadelphia, PA – Exit Stories from the Trenches
November 16th in Philadelphia, PA- Exit Stories from the Trenches For this breakfast meeting, we’ll have the perspective of three seasoned advisors who have worked with hundreds of companies, and seen all types of situations and outcomes. They will share their memorable stories of successes and lessons learned. We will conclude with a summary of the biggest challenges faced by advisors in working [...]
