the end game » XPX – Boston

Announcements – XPX Boston, XPX Connecticut, XPX Philadelphia, XPX Summit, Mary Adams

Michael Oleksak — Thu, 10 Feb 2011 20:53:34 +0000

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 worth, cash out partners, open up ownership to management, or to grow using outside capital. Heritage uniquely allows original ownership to retain control. At this breakfast meeting, Mark will speak about the process of preparing a company for ownership transfer, when a business owner should consider private equity options, and key attributes that private equity firms look for in an investment.

Monday, February 28 in San Francisco – Mary Adams – will be speaking atThe Future of Money and Technology conference about monetizing intangible capital.

Thursday, March 3 on the Stamford, Connecticut UConn campus – Exit Environment for Closely Held Businesses XPX CT will hold a panel discussion of what 2011 holds in store for closely-held business owners evaluating exit opportunities. As the new

year dawns, a tentative economic recovery seems to be taking hold, and advisors to business owners can find reason for optimism in recent M&A trends and compromises on tax policy. But the picture is not entirely clear . . .

Tuesday, March 8 in Philadelphia - ”Preparing your Company for Sale and Maximum Value” Susan Pravda, a Boston-based attorney with Foley & Lardner, will speak atthis breakfast meeting and cover many of the ways to prepare your com

pany and yourself for ownership transition. Susan has spoken at XPX-Boston in the past and makes a terrific presentation on the topic, from both legal and business approaches.

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 this 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 impact – getting your advice heeded

· How social media can grow the advisor’s business

· Leveraging your professional networks to build your business

· Best practices for the exiting business owner.

Hope you’ll join us for this year’s Summit. Early bird registration through February 16.

XPX Boston breakfast – Jan. 19 – Conflict resolution and negotiation in private business

Michael Oleksak — Tue, 14 Dec 2010 02:14:11 +0000

Wednesday, January 19, 2011 in Wellesley, MA – “Your Business at the Brink: 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. Ms. Bing will present a few cases where business owners have faced situations where no future seemed possible, and by surfacing their differences in a rigorous and thoughtful way, discovered a productive path for the future.

December 9th in Wellesley, MA – XPX Boston – Valuation in M&A

Michael Oleksak — Wed, 17 Nov 2010 18:57:15 +0000

December 9^th in Wellesley, MA – Valuation in M&A

At this breakfast meeting at Babson College, Chris Mellen, author ofValuation in M&A will address issues in valuation facing selling owners.

Most owners and managers operate their businesses without ever knowing what their company is worth, how much more a strategic buyer would pay to acquire it, what factors a ffect the company’s stock valueand whether they would be better off selling or exiting in some other fashion. 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.

Exit Planning Exchange Summit – 3/16/10

Michael Oleksak — Fri, 19 Mar 2010 18:14:36 +0000

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.

Upcoming Exit Planning Exchange (XPX) – Boston Events

Michael Oleksak — Mon, 08 Feb 2010 23:05:47 +0000

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.