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? 

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

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!

XPX New England members provides world-class advice for those navigating transitions whether that be the next stage of growth, an outright sale, a transfer of ownership to the next generation, a recapitalization, or the multitude of succession issues within a family business. To maximize value and stakeholder returns, one wants the experience and wisdom of those who have been there. 

Caleb White, Senior Consultant at CFAR and former CEO of Ensign-Bickford Industries

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