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Latest Activity

Rudi Scheiber-Kurtz liked XPX Boston Summit's profile
Thursday
Keith Boudreau posted a blog post

XPX Boston Member Keith Boudreau Joins Newport Board Group LLC

I am pleased to announce that I have joined the Newport Board Group (NBG) as Partner to assist the national firm as it expands into New England. NBG is a partnership of board directors and senior executive leaders with deep knowledge of business strategy, operations and capital markets. We have created a specialized category of national professional services firm to help emerging growth, middle market and private equity clients navigate transitions and improve their performance.The Newport…See More
Thursday
XPX Global updated an event
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XPX CT - Successful Exits: Stories Told by Owners with Experience at Stamford Marriott

February 6, 2015 from 7:30am to 9:30am
Successful Exits: Stories Told by Owners with ExperiencePanelists will share stories of best practices and lessons learned in navigating one or more exits from businesses they built and/or manage, including valuable feedback to advisors as to what works and what doesn’t to add value in the planning process leading up to a successful exit. Panelists to be announced. Moderator…See More
Wednesday
Laura Kevghas posted a blog post

If Google Steps In It Regarding Independent Contractor vs. Employee, How Can You Protect Yourself?

If Google, a publicly-traded company with about $40 billion in annual revenue, can’t figure out if someone is an independent contractor or an employee, what does this mean for you?An article from Reuters last week, notes that Google is being sued by a former contractor, Jacob McPherson, alleging violation of federal labor standards, and that the case filed in New York is…See More
Tuesday
Joseph Miller is now a member of Exit Planning Exchange
Tuesday
frank Spezzano joined XPX Global's group
Tuesday
frank Spezzano posted a photo
Tuesday
frank Spezzano updated their profile
Tuesday
XPX Global posted events
Tuesday
frank Spezzano is now a member of Exit Planning Exchange
Monday
XPX Global posted an event
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XPX Maryland January 16, 2015 Breakfast Networking Event at Rolling Road Golf Club

December 15, 2014 from 8am to 10am
ESOPs: They’re Not for all BusinessesBut a Fantastic Solution For the Right SituationsIn 1974, the US Congress passed The Employee Retirement Income Security Act (ERISA), recognizing the advantages of employee ownership and authorizing and encouraging through favorable tax treatment, established of ESOPs.  However, with all these tax benefits, ESOPs come with unique set of challenges. Management teams at privately-held businesses frequently seek alternatives for financing the sale of their…See More
Monday
Don Harnois joined XPX Global's group
Dec 11
Chris Bond posted a blog post

Delivering Happiness Review

A few months ago, the honey pot in this here space was stirred with commentary about Lean In, Sheryl Sandberg's controversial book about women in the workplace. And this…See More
Dec 10
XPX Global updated an event
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XPX Boston Evening of Holiday Networking at The Conference Center at Waltham Woods

December 18, 2014 from 5:30pm to 8pm
REGISTER NOWXPX Boston Evening of Holiday NetworkingPlease join us for one of XPX Boston’s most popular events each year, an evening full of networking with other professionals active in the exit planning space on Thursday, December 18th.Investment: Members: $25, Non-Members: $45 Cash bar & Appetizers (Registrations at the door an additional $10)  See More
Dec 10
Don Harnois updated their profile
Dec 9
Don Harnois posted a photo
Dec 9

Knowledge Exchange

Best Practices in Investment Advisory Partnership

Started by XPX Global Oct 6. 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. 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. 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. 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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