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                GROWTH. TRANSFER. LEGACY.

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XPX Boston: Joint Event with AM&AA

  • March 28, 2016
  • 4:00 PM - 7:00 PM
  • Newton Marriott, 2345 Commonwealth Avenue, Newton, MA


Lessons Learned from Successful Ownership Transitions

Online registration is closed. You may register at the door.

Join us for an XPX/AM&AA meeting to hear an "Exit Planning Update" from a panel of experienced exit planning advisors who have worked with business owners for many years to plan and execute successful ownership transitions.

Learn about:

• How to enhance your practice to better serve your transitioning clients
• The owner's lack of planning and what is at stake
• Which owners are engaging advisors for exit planning
• What information owners must know before they can proceed with their business transition
• Challenges, concerns and issues that owners must overcome
• Which exit strategies are chosen most and least often
• The outcomes for owners
• Lessons learned by owners as well as their advisors

Panel Moderator: Jane Johnson, CPA, CM&AA, CBEC, Founder, Business Transition Academy
Our Panelists:
John Leonetti, JD, CBEC, MS Finance, Founder, Pinnacle Equity Solutions
Terry Shepherd, CM&AA, CPA, MST, Principal, ROCG Americas
Kerri Salls, Managing Director, This Way Out Group, LLC


4:00 - 5:00 PM Registration, Networking, Bar and Hors d'oeuvres
5:00 - 6:30 PM Panel
6:30 - 7:00 PM Networking

Each attendee receives one free drink ticket for the cash bar and Hors d'oeuvres will be served.

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