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XPX Global updated an event
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XPX MD Power Networking at Rolling Road Golf Club

March 20, 2015 from 8am to 10am
REGISTER NOWThis event is back by popular demand!  Last year's Power Networking session was such a success we are doing it again.In addition to enjoying a full breakfast, participants at the March Business Growth meeting will each have two minutes, in a round-table format, to present their expertise, to explain their vision for collaboration and describe the type of business opportunities that interest them…See More
4 hours ago
XPX Global posted an event
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XPX MD Evening of Cocktails, Networking & a Live Performance at Joseph Meyerhoff Symphony Hall

May 27, 2015 from 5:45pm to 10pm
REGISTER NOWThe BSO and XPX have teamed up to present a night of networking, food & beverage, and movie music.  Our guest speaker will be John Verdon, BSO Vice President and Chief Financial Officer who will share with the group the business of running a world class orchestra in today's economy. John T. Verdon is a Certified Public Accountant and boasts more than 30 years of experience as a financial…See More
4 hours ago
XPX Global updated an event
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XPX Boston Breakfast Meeting: Verbal Branding: Using “Simplicity” to Differentiate, Grow Value, and Operate at Babson College, Olin Hall, Needham-Wellesley Room

May 28, 2015 from 7:15am to 9am
REGISTER NOWVerbal Branding: Using “Simplicity” to Differentiate, Grow Value, and Operate 7:15 - 8:00 AM Networking & Breakfast 8:00 - 9:00 AM Program   Investment: XPX Members $45, Non-members $75 Additional $10 at the door.See More
21 hours ago
Peter De Angelo updated their profile
yesterday
Peter De Angelo and Jim Gibbons are now friends
yesterday
XPX Global updated an event
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XPX CT Breakfast Meeting: Recent Trends in M&A Transaction Due Diligence at The Millbrook Club

April 23, 2015 from 7:30am to 9:30am
YOU MAY REGISTER AT THE DOORRecent Trends in M&A Transaction Due DiligenceJoin our panel of experienced middle-market M&A deal professionals for a discussion of how market trends are changing the time-honored traditions of transaction due diligence. Panelists Phil Cagnassola is a Partner at Hamilton Robinson Capital Partners, a private equity firm based in Connecticut with a focus on middle-market manufacturing, distribution and service businesses. Jon Rubin is a Partner at the…See More
Wednesday
Warren Rutherford posted a blog post

How many baby boomers will retire with a business exit strategy?

It depends on what study you read or who you listen to, but there is a fact facing many employers -There are 76 million people born between 1946 through 1964, commonly referred to as the baby boomers.By many estimates, 9.2 million business owners are over 50 years old andAn estimated 8 million business owners will leave their companies in the next ten years. Sounds like baby boomer retirement planning will be importantIf you're part of this age-and-business- owner cohort, you have some…See More
Wednesday
Jeffrey Macaluso updated their profile
Monday
XPX Global updated an event
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XPX Boston - Owners’ Academy: Building Growth for Sustainability or Sale at Babson College, Olin Hall, Room 120

May 12, 2015 from 9:30am to 12pm
REGISTER NOW Building Growth for Sustainability or SaleWhether they are planning to maintain control for the long haul or are looking to attract a buyer, CEOs who deliver long-term growth are able to increase company value, attract more buyers, and enhance their personal wealth. This session focuses on strategies and practical steps business owners can take to go-to-market more effectively and grow their…See More
Monday
Mark Tarallo is now a member of Exit Planning Exchange
Monday
Fred Adair updated their profile
Monday
Profile IconChriste Spiers and Jane Frankel Sims joined XPX Global's group
Apr 17
Jane Frankel Sims is now a member of Exit Planning Exchange
Apr 16
XPX Global updated an event
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XPX CT - Breakfast Meeting: A Dozen Ways to Say “No” Positively (While Creating a 28 Hour Day) at Stamford Yacht Club

May 13, 2015 from 7:30am to 9:30am
REGISTER NOWA Dozen Ways to Say “No” Positively (While Creating a 28 Hour Day)As professionals, we all have too much to do, more than time allows in the day. Yet, almost everyone we come in contact with has a better idea of how to spend our time then we do. We will discuss ways to say “no” without offending and how to get an extra few productive hours each day so you won’t have to say “no” as often.Speaker…See More
Apr 16
Patrick West posted a photo
Apr 15
Profile IconFred Adair, Patrick West and Kerri Salls joined Exit Planning Exchange
Apr 14

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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