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Thanks to all who contributed to and participated in the XPX Boston Summit 2015!

Summit Keynotes




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Latest Activity

Craig James posted a photo
XPX Global posted an event

XPX Boston Practice Builder - NEW at Bay Colony Group

September 24, 2015 from 7:15am to 9am
REGISTER NOWXPX Boston Practice Builder - NEW XPX Boston is launching a new member benefit program series, Practice Builders. Practice Builders are programs that add value to your membership, enhance your professional development and provide hands-on training to build your practice.These events will occur twice a year in September and January and they are FREE for members.Below is information on our first…See More
Jonathan Rubin updated their profile
Jonathan Rubin is now a member of Exit Planning Exchange
Jeffrey Peisach updated their profile
Aug 19
Profile IconAndrew O'Neill, Fred Adair and 2 other members joined XPX Global's group
Aug 18
Michael J. Mellor posted a photo

Michael J. Mellor

Principal at DiSanto, Priest & Co.
Aug 18
Andrew O'Neill updated their profile
Aug 17
Profile IconMichael J. Mellor and Andrew O'Neill joined Exit Planning Exchange
Aug 17
XPX Global posted events
Aug 12
Frank Mancieri updated their profile
Aug 12
Gregory Blake is attending XPX Global's event

XPX MD 2nd Annual Brew-Net Fest at Heavy Seas Brewery Hall

August 11, 2015 from 5:30pm to 8:30pm
REGISTER NOWPlease join XPX Maryland for the second annual Brew-Net Fest at the Heavy Seas Brewery! Enjoy a sampling of ales, a tour of the brewery, and networking with colleagues. This event is a unique opportunity to connect with colleagues, create new relationships and celebrate the summer. See More
Aug 10
Kathy Davis posted a blog post

Leadership Actions Hurting your Company?

Webster defines accountability as the quality or state of accepting responsibility for one’s actions. So, who are you accountable to? Probably more people than you realize.I can think of two main groups you may be accountable to in your life, the first of which is your family. This can include your spouse, partner, children, parents, and extended family. I once had to miss my child’s recital as I was in the hospital. You would assume this was an acceptable excuse, but I have never lived that…See More
Aug 3
XPX Global posted events
Jul 31
XPX Global posted a blog post

Survey on Business Referrals

Survey on Business ReferralsAs a part of XPX’s continued commitment to  support networking and collaboration within our community of advisors to owners of privately-held businesses, we are excited to partner with Hinge, a leading branding and marketing firm for professional services, to gather an objective view of why professionals make business referrals – a key driver for engagement with other professionals. The survey is now…See More
Jul 29
XPX Global updated an event

XPX Boston Breakfast Meeting: Valuing Your Business for Sale or Succession at Babson College, Olin Hall, Needham-Wellesley Room

July 28, 2015 from 7:15am to 9am
ONLINE REGISTRATION IS CLOSED, BUT WE WILL ACCEPT WALK-INS AT THE DOOR.Valuing Your Business for Sale or SuccessionMost owners and managers operate their businesses without ever knowing:What their company is worthHow much more a strategic buyer would pay to acquire itWhat factors affect the company’s stock valueAnd whether they would be better off selling or exiting in some other fashionThis session will discuss the metrics needed to maximize company value using case studies involving three…See More
Jul 27

Knowledge Exchange

Best Practices in Investment Advisory Partnership

Started by XPX Global Oct 6, 2014. 0 Replies

Best Practices in Investment Advisory PartnershipBy Tanya Rapacz, XPX Member…Continue

Tags: Exchange, (XPX), Planning, Exit, Rapacz

The Great American Energy Boom

Started by Jeffrey W. Potter Sep 12, 2014. 0 Replies

This paper discusses the re-emergence of domestic energy production, illustrates the evolving opportunities and risks brought about by this re-emergence for the United States and briefly touches on…Continue

Tags: Economy, Investing, Energy

Best Practices for Protecting the Privacy of Your Family Foundation

Started by Jeffrey W. Potter Jul 11, 2014. 0 Replies

Family foundations are required to publicly disclose sensitive information – but you can take steps to protect your privacy.Continue

Tags: Privacy, Foundations

Your Spouse: Family CEO-in-Waiting

Started by Jeffrey W. Potter May 29, 2014. 0 Replies

Do you have a sound plan for managing your family’s financial situation if the spouse who is not in charge of those issues must suddenly assume that role?Continue

Tags: Succession, Planning, Financial, Management, Wealth

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