Exit Planning Exchange : the end game

XPX-DC Metro event – October 20 – Potomac, MD

Thursday morning, October 20, Potomac, MD XPX – D.C. Metro will present Jack Moore, a fourth-generation family member and former board director of Benjamin Moore & Co., a publicly-owned manufacturer of industrial maintenance coatings. Mr. Moore will tell the story of how this fourth generation, family owned business founded in 1883 streamlined its operations and doubled its [...]

XPX – Connecticut Sept. 13 evening networking, Greenwich Harbor

Join your colleagues for an evening of networking outside on the Withers Bergman dock on Greenwich Harbor. The evening will include public speaking coach Debbie Fay who debunks the myths and illuminates the realities of what makes confident compelling change-making presenters and presentations, the kind who deliver presentations that get results. Debbie Fay is the [...]

XPX – Washington D.C. Metro event – June 15

XPX friend Mario Ricciardelli will speak on “From dorm room to public company buyout: Lessons learned along the way to a successful exit”. Mario will enlighten the audience with his first-hand experiences around building his successful business, his ownership transfer through a sale, and the role of advisors throughout. He will also speak about the owners whose companies he acquired for the UK company that acquired his own firm six years ago. This is the inaugural event for the Washington D.C. Metro chapter of XPX!

XPX – Connecticut event – May 25

The session will also outline strategies for business owners, CEO’s and CFOs to mitigate risks to business continuity and effectively manage a business succession due to a planned transition or a sudden loss

XPX – Philadelphia event – June 1

Wednesday, June 1 at the Pyramid Club, Philadelphia XPX – Philadelphia will have a breakfast meeting on “The Next Generation in Family Business”. Panelists Frederick Lipman and Nancy Drozdow will discuss their experiences with family business exit planning involving the next generation.

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 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 [...]

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.

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