XPX Chapters
XPX New England
Who Are We?
Rudi Scheiber-Kurtz, Past President of XPX New England shares the purpose and uniqueness of the chapter, serving all of northern New England. The New England chapter, a multi-disciplinary community of professional advisors was formed in 2006.
Why XPX New England?
XPX New England invites you to join an active and engaged group of professionals who help owners build valuable businesses and assist them in preparing and executing successful transitions.
Power of Three
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?
How Can You Add Value?
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.
Advisor Professions
Accountants
Attorneys
Bankers
Coaches
Consultants
Insurance Providers
Investors
M&A Intermediaries
Non-Profits
Valuators
Virtual managers
Wealth Planners
Advisor Principles
Work Collaboratively
Put The Client First
Think Long Term
Consider The Human Angle
Always Be Learning
Get the Latest News
The Latest News – XPX New England
Latest – XPX New England
Produced by XPX New England March 2018 Event at The Center for Family Business at Northeastern University XPX New England…
- May 15, 2018
- 3:09 PM
Produced by XPX New England February 2018 The biggest tax overhaul in more than two decades has officially hit…
- April 16, 2018
- 5:16 PM
Produced by XPX Connecticut in April 2017 In this session we focus on growing your business using both equity…
- March 12, 2018
- 10:50 AM
Produced by XPX Connecticut in March 2017 Borrowing Ground Rules: Do’s and Don’ts In the first of two programs…
- January 23, 2018
- 11:51 AM
Produced by XPX Connecticut May 2017 A successful exit is about more than finding the right buyer and the…
- January 11, 2018
- 3:51 PM
Produced by XPX New England at their 2016 Summit Presentation by: Dr. Danial Kershun Co-Author, We Are Market Basket….
- December 14, 2017
- 11:58 AM
Chapter Events
Gold Sponsors
Silver Sponsors
You need bank financing for a company based in New England with under $200MM in revenues. We provide financing for M&A, equity recaps, leverage cash flow deals and traditional business needs.
You are looking for a business partner to provide guidance and execution on debt financing to meet the needs of your business.
When a business owner is interested in considering the sale of their business, wants to how the M&A process works, and how to increase the value of the company between now and a liquidity event.
When you need a catalyst in guiding business owners to discover their personal values, goals and objectives, to ensure their end-in-mind objectives are met upon their business exit and/or transition
A successful entrepreneur or business owner is thinking about a transition or sale and needs to know the implications and best strategy from the personal and family perspective.
Bronze Sponsors
You or a client needs experienced deal counsel for middle market transactions.
The owner(s) of a privately held business wants fully confidential, no-obligation advice about business transitions: Growth by acquisition, Change in Ownership or Exit Planning
We advise business owners and senior executives through all phases of their financial lives from growing a business to exiting.
When you are raising capital, selling your business, adding a partner or contemplating any other type of transaction.
Video Sponsors
You need a clear professional message delivered with video production and high-quality photos.
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