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owners' academy videos

The videos here were produced by XPX Chapters, Members and Sponsors. 

Many of the Chapter videos also link to full-length programs for business owners and their advisors. For information on accessing the full-length programs click here.

Members: Have a video to share? Send the info to our Chapter Administrator, Angie Ellis, and we'll load it for you. Include a synopsis to increase the video search-ability!

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  • March 12, 2018 10:53 AM | Anonymous

    This program was produced by XPX CT in April 2017

    In this session we focus on growing your business using both equity and debt. Our distinguished panel of bank lenders and private equity will describe what steps a business should—and should not—take to attract and qualify for bank loans and how to find the right equity partner. We will continue to use our case study as the basis for the discussion—private companies like HiTech often need outside capital to grow and to position themselves for a successful sale.

    Speakers:

    Robert Polito, Senior Vice President of Government Guaranteed Lending (SBA)
    Webster Bank, N.A.

    Stephen F. Roche, Senior Vice President, Commercial Banking
    United Bank

    Nathan Elliott, Vice President
    Balance Point Capital

    XPX Members: Click to view the full program 



  • February 26, 2018 9:21 AM | Mary Adams (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 9:10 AM | Mary Adams (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 23, 2018 11:55 AM | Anonymous

    This program was produced by XPX CT 

    Borrowing Ground Rules: Do's and Don'ts

    In the first of two programs focused on locating outside financing, our distinguished panel of lenders will describe the profile of a successful borrower and what steps a business should—and should not—take to attract and qualify for bank loans and other third-party loans. We will continue to use our case study as the basis for the discussion—private companies like HiTech often need outside capital to grow and to position themselves for a successful sale.

    Speakers
    Martin Anderson, Senior Vice President, Commercial Banking
    Webster Bank, N.A.

    Bradley Hardy, Senior Vice President, Commercial Banking
    Keybank NA

    Ted Murphy, Vice President, Loan Officer
    Connecticut Innovations

    Moderator: David Swerdloff, Partner,Day Pitney, LLP

    XPX Members: Click to view the full program


  • January 11, 2018 4:01 PM | Anonymous

    This program was produced by XPX CT

    A successful exit is about more than finding the right buyer and the right price. A company’s corporate governance documents should contain appropriate rights and restrictions to ensure the business stays on track, your partners remain your partners and exit process is streamlined when the time comes.

    Speakers
    James Greifzu, Associate, Wiggin and Dana
    Mike Grundei, Partner, Wiggin and Dana

    XPX Members: Click to view the full program 

  • November 13, 2017 5:25 PM | Angie Ellis (Administrator)

    Ines LeBow CEO/Founder of Enterprise Transformation Solutions was interviewed by Carolyn Bruna on MCTV -It’s a Woman’s World!


  • October 11, 2017 11:59 AM | Anonymous

    In this interview, John Dini discusses his new book "Your Exit Map: Navigating the Boomer Bust." John is an author and the founder of XPX San Antonio.

  • October 11, 2017 11:51 AM | Anonymous

    This program was produced by XPX NY in September 2017

    September’s event is a round table discussion that will set the foundation for the rest of the year. This highly interactive session will break down the case into several core areas that surround exit planning – management transition, operational improvements, financial planning, strategy development, etc. This case study examines a family-owned business in which one brother wants to keep the company and the other wants to sell. 

    XPX Members: Click to view the full program


  • October 03, 2017 10:52 AM | Angie Ellis (Administrator)
  • October 03, 2017 10:51 AM | Angie Ellis (Administrator)
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