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              GROWTH. TRANSFER. LEGACY.

The Exit Planning Exchange New England Chapter holds events throughout the Greater Boston area

Our association events promote peer learning, networking and visibility for our members in the local private company advisor community.  Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy. 

    • November 06, 2018
    • 4:00 PM - 6:30 PM
    • McLane Middleton P.A, Trade Center 128, 7th Floor (Suite 7600), Woburn MA
    Register

    You have built the value of your business over many years, but how do you know when it is the right time to consider an M&A transaction? Now may be the time.

    On November 6, join XPX New England for a conversation with M&A experts who can help you identify key considerations, terms and pitfalls that can impact your ability to complete a successful transaction.

    During this roundtable discussion focused on Structuring a Deal: Common and Uncommon Issues in a M&A Transaction, our panel of experts will help define the right roadmap for you from strategy to structure. These advisors will ensure that you understand:
    • What’s the right exit strategy for you?
    • What are the Reps, Warranties and other legal issues that really matter?
    • When do you get the cash?
    • Your hands are tied post-closing, why?
    • It’s not the purchase price that matters, it’s what the IRS lets you keep!

    Moderator: Rudi Scheiber-Kurtz, Author of “Stop Compromising” and CEO of Next Stage Solutions, Inc.

    Panelists:

    Business Owners and M&A professionals will have the opportunity to explore different road maps for an exit strategy, engage in a Knowledge Exchange discussion around deal structure, and listen to experts who operate, invest or advise in the same industry verticals.

    Hosted by XPX New England Bronze sponsor McLane Middleton P.A., this event is the perfect opportunity for Business Owners and Professional Advisors who advise them. Refreshments and light appetizers to be served. Seating is limited, so register today!

Past events

October 09, 2018 XPX New England -Building Enterprise Value
September 11, 2018 XPX New England - Mixer Meet and Greet
July 17, 2018 XPX New England - Summer Networking
June 19, 2018 XPX New England - Follow the Money: The Profitable Female Perspective
May 15, 2018 XPX New England: ESOP Revisited with Harpoon Brewery
April 24, 2018 XPX New England: Networking & Open House Event
March 27, 2018 XPX New England: Finding the Right Advisors
February 27, 2018 XPX New England: How the Tax Act will impact Business Owners
January 16, 2018 XPX New England: Meeting the Growth Challenge
December 06, 2017 XPX New England: Would You Buy Your Business? Webinar with A.I.M
December 05, 2017 XPX New England: Exit Palooza - The Return!!
November 13, 2017 XPX New England: Can you afford to sell your business?
October 24, 2017 XPX New England: Start NOW to make 2018 your best year ever!
September 26, 2017 XPX New England Mixer Meet and Greet
July 11, 2017 XPX New England: LIVE CEO Case Studies Showcase - Part 2
May 23, 2017 XPX New England-NH: From Dorm Room Start-up to International Tech Company
May 04, 2017 XPX New England 2017 Summit
March 29, 2017 XPX New England: RI/SE MA Breakfast Meeting
February 28, 2017 XPX New England: Joint Meeting with AM&AA
January 24, 2017 XPX New England: Communicating Through Change
December 14, 2016 XPX New England: Exit Palooza
December 08, 2016 XPX New England - RI: Performance Excellence
November 01, 2016 XPX New England-NH: Business Ownership Transition
October 20, 2016 XPX New England: Understanding Cyber Risk to Your Business
September 22, 2016 XPX New England RI/SE MA: Would You Buy Your Business?
August 04, 2016 XPX Boston: Member Appreciation Cocktail Party
June 23, 2016 XPX Boston: Advisory Team Integration Strategies PART 2
June 16, 2016 XPX Boston RI/SE MA: Company Branding
May 26, 2016 XPX Boston Breakfast Meeting
April 28, 2016 XPX Boston 2016 SUMMIT
April 07, 2016 XPX Boston: Members Only Dinner & Guest Speaker
March 28, 2016 XPX Boston: Joint Event with AM&AA
March 03, 2016 POSTPONED: XPX Boston Owners' Academy
February 25, 2016 XPX Boston Breakfast Meeting
February 11, 2016 XPX Boston RI/SE MA Breakfast Meeting
January 28, 2016 XPX Boston: A Dozen Ways to Say "No"
December 10, 2015 XPX Boston Holiday Networking
November 19, 2015 XPX Boston Breakfast Meeting
November 12, 2015 XPX Boston Owners' Academy
October 07, 2015 RI/SE MASS Breakfast Meeting
September 30, 2015 XPX Boston Owners' Academy
September 24, 2015 XPX Boston Practice Builder - NEW

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