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              GROWTH. TRANSFER. LEGACY.

NEW ENGLAND NEWS AND VIDEOS

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  • August 03, 2018 3:02 PM | Angie Ellis (Administrator)

    In an article focused on exit strategies for accounting practices, XPX New England is recommended as a resources for business owners to ensure a smooth transition. Click here to read the full article.

  • March 27, 2018 6:00 PM | XPX Content (Administrator)
     
  • February 27, 2018 6:00 PM | XPX Content (Administrator)
     

    On February 27, 2018, XPX NE held a meeting on How the Tax Act will impact Business Owners. The Boston-based tax and M&A expert, Richard Weiner of Alexander Aronson Finning CPAs covered how the Tax Act directly impacts the future success of your business and considerations for exit planning. The presentation was very successful and received very positive feedback. Please click below to view power slides.

    PowerPoint Slides

  • February 26, 2018 10:01 AM | Angie Ellis (Administrator)


    This program was produced by XPX New England in January, 2018

    Whether you are an advisor or business owner, join us to learn how some of the city’s best business minds have leveraged marketing and innovation concepts to drive growth in their companies.

    • Keith Boudreau (Moderator) - Partner, Newport Board Group
    • John Donlon, Founder & CEO,Gold Coast Mortgage
    • Jacob Harrison Long, Founder & CEO,American Woolen Co
    • Stacy DeBroff, Founder & CEO, Influence Central

    Hosted by XPX New England Bronze sponsor Sullivan & Worcester LLP


  • February 26, 2018 10:00 AM | Angie Ellis (Administrator)


    This program was produced by XPX New England in November 2017. 

    Learn from Boston’s top exit planning experts on how you can best prepare your business and avoid unpleasant surprises. 

    Meet The Experts:

    • Warren J. Rutherford (Moderator)- President, The Executive Suite
    • Jeffrey P. Hart - Partner, Tarlow Breed Hart & Rodgers P.C.
    • Dave Poulin, CIMA, CPWA - Senior Vice President – Financial Advisor, RBC Wealth Management
    • Greg Rush - Partner, Dunn Rush & Co. LLC
    Click here to read speaker bios.


    Attendees will learn what owners and advisors need to know about the risks, obstacles, and challenges to a successful sale, what owners need from the sale, and why beginning with the end in mind is so important to maximizing business value.

    Hosted by XPX New England Silver Sponsor McLane Middleton P.A.


  • January 24, 2018 9:24 AM | XPX Content (Administrator)

    The CEO Case Studies Showcase Part II was featured in the Providence Business News.

    Click here to read article.


  • October 03, 2017 9:14 AM | XPX Content (Administrator)
  • October 02, 2017 1:10 PM | XPX Content (Administrator)
  • October 02, 2017 1:08 PM | XPX Content (Administrator)
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