Log in


              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

    Now may be the time to consider an M&A transaction for your business! Join XPX New England and our panel of M&A experts on November 6 for a roundtable discussion focused on Structuring a Deal: Common and Uncommon Issues in a M&A Transaction.

    Hosted by XPX New England Bronze sponsor McLane Middleton P.A., our panelists will help you define the right roadmap for your business from strategy to structure:

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

    Panelists:


    Refreshments and light appetizers to be served. Business owners and advisors are encouraged to attend. Seating is limited, so register today!

    Meet the Experts:

    Rudi Scheiber-Kurtz, (Moderator) - Author of "Stop Compromising", Speaker and CEO of Next Stage Solutions, Inc.

    Rudi Scheiber-Kurtz is a serial entrepreneur and innovator. She is the founder of three companies, one of which is Next stage Solutions, Inc, a finance consulting firm to midmarket companies specializing in finance leadership, which she founded in 2002.

    She has an exceptional understanding of the interdependencies of critical business functions and how they relate to one another in regards to strategic finance. She offers her insights and knowledge to boards of private and public companies.

    Rudi’s newly published book, “Stop Compromising”, reflects her years of work with small and mid-market companies. She shares her expertise with client stories and vital hands-on tools. The book is an exceptional, instructive business guide that leads the business owner and CEO through the myth of finance.

    Passionate about midmarket challenges, Rudi has developed and organized numerous educational CEO programs with 80+ videos including the RudiTuesday series, which addresses twelve challenges specific to the midmarket.

    She conceived and led several Live CEO Case Studies, wrote case studies, assigned advisory board members, and led the conversations between CEO and Advisors.

    One of Rudi’s many efforts has been to mentor women in business. She was elected Entrepreneur-in-Residence at Simmons School of Management, where she coached women start-ups that focused on finance and accessing capital.

    Rudi is the current President of XPX NE and on the Dean’s Advisory Board of the Simmons School of Management in Boston. As a frequent speaker and panelist, Rudi participates in both the Greater Boston and international business communities.

    Laura Kevghas, President – Seed to Harvest LLC

    Laura’s career in M&A has spanned both sides of the negotiating table, with 20 years working as an M&A advisor for business owners who are selling their company, and 10 years in the middle of her career working as the Director of Corporate Development for a private equity-owned B2B media company, where Laura ran around the world spending other people’s money to acquire tradeshows, conferences, magazines and websites. Sitting on both sides of the table has given Laura a unique competency in understanding how buyers approach acquisitions and how best to position her sell-side clients to be attractive acquisition candidates.

    Over the course of her career, Laura has completed more than 60 transactions, ranging from less than $1 million to more than $200 million in deal value. Her area of highest expertise is in selling small businesses to large strategic acquirers in industries as diverse as business services, manufacturing and technology. She is resourceful in identifying and reaching prospective buyers and employs a dogged determination to get transactions completed that exceed her client’s expectations.

    Laura holds an MBA and BS from Bentley’s McCallum School of Business. Laura is past-President of the New England chapter of the Exit Planning Exchange, and a member of The Boston Club. Laura is a frequent writer, speaker and presenter on M&A topics. Laura lives in Westford, Massachusetts with her husband.

    Jack Finning, Partner – AAFCPAs

    Jack provides assurance, tax and business consulting services to a variety of privately-held businesses, including: manufacturing, distribution, high tech & software, green tech & clean tech, life sciences, construction, physicians & private practice, and educational institutions.

    Jack specializes in business owner exit strategy planning and transaction advisory for both buyers and sellers of private companies. He advises clients on setting goals, evaluating exit options, measuring their current financial position both personally and within the business, putting a plan in place to achieve goals, and executing the plan to ensure a successful exit. This includes guiding business owners through due diligence, tax considerations, and post-transaction integration.

    William Rodgers, Partner – Tarlow, Breed, Hart and Rodgers

    Bill is one of the founding members of Tarlow, Breed, Hart & Rodgers, PC. He routinely serves as general counsel for a wide range of the firm's clients in addition to more traditional engagements in the areas of mergers and acquisitions, debt and equity financings, management led buyouts, strategic alliances and joint ventures, corporate formations and operations, commercial transactions, shareholder disputes and commercial real estate transactions.

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

Next Chapter Events

Latest News/Videos

OUR SPONSORS

We could not have quality programming without our sponsors!

platinum sponsor

GOLD SPONSOR

SILVER SPONSORS

BRONZE SPONSORS

Copyright XPX Global LLC | Terms-of-Use | Privacy-Policy