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 [...]
November 10th in New Haven, CT – Shifting Sands – How Families Transition through the Selling of a Business
Amy, Scott and Gretchen together will discuss the differences between running an operating business and a family office, or family investment vehicle, and how to effectively structure and manage a family office to maintain control.
Owners’ Academy – XPX-Boston – Oct. 26
The Exit Planning Exchange Boston chapter will hold its first Owners Academy, a quarterly event focused on owners and their issues as they plan for exit.
Exit Planning Exchange – Boston/Gesmer 3-part series
The Exit Planning Exchange – Boston chapter will hold a 3-part breakfast series hosted by corporate partners in their offices entitled: Critical Issues for Business Success from Formation to Exit
Exit Planning Exchange – Connecticut – 6/24/10 networking evening
XPX – Connecticut has a networking evening in New Haven on June 24.
Exit Planning Exchange breakfast – 6/14/10; “Finding Financing in Difficult Times”
Finding Financing in Difficult Times
XPX-Boston Member dinner – May 27
XPX-Boston Member dinner – Thursday evening, May 27 at Papa Razzi, 16 Washington St., Wellesley, MA.
Exit Planning Exchange event – Boston chapter – May 19
On Wednesday, May 19 at Babson College in Wellesley, MA there will be an XPX Roundtable on Human Capital.
Exit Planning Exchange-Connecticut chapter event – May 12
On Wednesday, May 12, the Exit Planning Exchange Connecticut chapter will have a breakfast in Westport, CT with a panel discussing “The Top 10 Things Every Business Owner Must Know Before Their Exit”.
Exit Planning Exchange Summit – 3/16/10
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.
