Exit Planning | the end game

The Role of Financial Executives in Exit Planning for Business Owners

The Role of Financial Executives in Exit Planning for Business Owners

Commercial Bankers Must Know the Owner/Manager’s Exit Plan

Commercial lenders must know the Owner/Manager’s exit plan.

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-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”.

Private Capital Markets: Valuation, Capitalization, and Transfer of Private Business Interests (Wiley Finance) by Rob Slee

“Private Capital Markets”, was published in 2004. It is the first book to really document this important sector of American business.

Upcoming Exit Planning Exchange (XPX) – Boston Events

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

Upcoming Events

Upcoming Events for the Exit Planning Exchange Boston Chapter

Upcoming XPX Events

Upcoming XPX events at Babson College on January 22, 2010 and the 2nd annual XPX Summit on March 16, 2010.

Exit Planning Exchange breakfast – December 10, 2009

Exit Planning Exchange – Boston chapter; Bryan Piskorowski, Wells Fargo Advisors will address the personal investing outlook for 2010. Ken Serwinski, CEO/Senior Managing Director of Prairie Capital Advisors will discuss the M & A outlook for 2010.

Marathons and Exit Planning – A Different Approach

Remember, to get to the finish line successfully, you’ll need a plan.

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