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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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  • 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)
  • October 03, 2017 10:50 AM | Angie Ellis (Administrator)
  • July 05, 2017 12:34 PM | Mary Adams (Administrator)

    John Dini is leading the charge in the startup of our newest Chapter in San Antonio. The book is available on Amazon

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