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SUMMIT 2017

 

Thursday, May 4, 2017 | 8:00 AM - 6:00 PM

Flexible & Intentional Transitions
Keeping Your Business FIT in Uncertain Times

KEYNOTE SPEAKER: Karyn Polito, Lieutenant Governor, Commonwealth of Massachusetts

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WHO ARE WE?

 
Laura Kevghas, Past President of XPX New England shares the purpose and uniqueness of the chapter, serving Massachusetts, Rhode Island and all of northern New England. The New England chapter, a multi-disciplinary community of professional advisors was formed in 2006.Click here for more information and how to join us!

HOW CAN YOU ADD VALUE?

The liquidity process is a continuum that requires diverse expertise. As a professional advisor supporting privately-held businesses, where do you add value along this continuum? 

Where do you see opportunities for potential collaboration among XPX members outside your expertise?

Learn more about the broader range of available resources to support owners along this process on our Business Owners Resources page

UPCOMING EVENTS

POWER OF 3


WHY XPX NEW ENGLAND?

 

One of our Chapter’s most popular offerings is our Power of 3 Networking Program. This members-only benefit brings together small groups of advisors from different disciplines and provides a series of structured meetings so you can get to know each other on a much deeper level than you can at your average networking meeting.  Interested in learning more? Contact us!


Rudi Scheiber-Kurtz, President of XPX New England invites you to join an active and engaged group of professionals who help owners build valuable businesses and assist them in preparing and executing successful transitions.

 

Testimonial

Thank you for being so welcoming.  I did enjoy the panel.  I think it was the most diverse panel I have ever attended, which is very encouraging.  I look forward to attending future events. – Danielle Prentis, KeyBank Business Capital

OUR SPONSORS

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BENEFITS




knowledge sharing

At XPX, you’ll gain a holistic understanding of the full life cycle of a privately-held business. Members post valuable, educationally drive articles for advisors and business owners. Learn more

raise your expert profile

As an XPX member, you have a great opportunity to showcase your expertise and knowledge that reaches all other XPX Global chapters. See some sample profiles.

find the right expert

XPX has a diverse community. Our Advisor Directory helps you find just the right expert to meet your needs, or with whom to collaborate. Check out our directory.




annual summit

XPX New England holds an annual one-day summit to attract business owners and advisors from New England with Keynote speakers and panel discussions. View the 2016 Summit Video and learn more about the Summit.

recent events and videos

XPX New England offers a unique learning and networking opportunity geared towards business owners and advisors. See our past events and videos.

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