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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  • July 05, 2017 12:34 PM | Anonymous

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

  • June 27, 2017 9:30 AM | Angie Ellis (Administrator)

    Ines LeBow talks about 5 Critical Areas of Hidden Business Weaknesses.

    Click here to read the full transcript of the video.

  • April 05, 2017 12:27 PM | Anonymous

    This program was produced by XPX New England in February 2017

    We’ll hear first-hand insights from three CEO’s hailing from multiple industries who have seen their fair share of transactions by not only selling, but later buying back their businesses. Robert Bolton, Arden EngineeringJim Dandeneau, Putnam Plastics Corporation and Mike Mosse, Mosse & Mosse Associates, will discuss what they learned after going through the sale of the same enterprise from both sides of the table, including:  

    As sellers what did they do well; what did they miss; and what could they have done differently to prepare and then sell their companies?

    As buyers
     what extraordinary insights did they bring to their due diligence, negotiations, and resumption of ownership?  How did their prior ownership prepare them to be better acquirers; and better owners? 

    Moderator: Chris Bond, Murphy Business

    Robert Bolton, CEO Arden Engineering
    Jim Dandeneau, CEO Putnam Plastics Corporation
    Mike Mosse, CEO Mosse & Mosse Associates

    XPX Members: Click to view the full program 

  • March 20, 2017 6:32 PM | Angie Ellis (Administrator)

    Business Expert Ines LeBow talks about Business Transformation.

  • February 21, 2017 3:29 PM | Anonymous

    This program was produced by XPX NE in January 2017

    Effective communication is an essential part of successful business transitions. While not a “magic bullet” for achieving a warm reception and successful post-merger integration, effective communications throughout the deal process helps set stakeholder expectations from the onset, without which many deals fail. From the first conversation between buyer and seller, to the eventual post-transaction integration, poor communication at any stage can derail even the best-intentioned deals, and hamper long-term success.

    Join us for Communicating Through Change with moderator Linda Varrell of Broadreach Public Relations, Sean Sinclair of Baker Newman Noyes, Jennifer Harnish of Baker Newman Noyes and Janey Bishoff of Bishoff Communications.

    Sean and Jennifer represent a firm re-created as the result of a transaction. They will provide an "insider's view" of the role communications played.

    XPX Members: Click to view the full program 

  • February 13, 2017 2:38 PM | Anonymous

    This program was produced by XPX NE in December, 2016

    Join Us as XPX celebrates its 10 year anniversary in Boston with “Exit Palooza”… Holiday networking with a fun and informative twist at a beautiful venue.

    At Exit Palooza, selected XPX members will tell their favorite exit story, in 5 minutes or less. These stories might be about just about any aspect of the Exit process and the results our talented members deliver to their clients. The audience will vote on Best Story, prizes will be awarded, other surprises are planned, and collectively we’ll close the XPX calendar for 2016 on a high note!

    This year, it’s more important than ever to spread the word, and bring a guest. As we enter our 10th year as an organization, we’re excited to open membership up to business owners, as well as business transaction professionals. We feel this will increase the value of your membership, and add to the rich community we have built. Exit Palooza is a great way to introduce prospective members to the group in a fun, casual atmosphere.

    XPX Members: Click to view the full program 

  • February 06, 2017 4:01 PM | Anonymous

    This program was produced by XPX Tri-State CT in December, 2016

    The owners of HiTech, our case study company, are looking for ways to create additional value in their business in pursuit of a profitable exit. Transforming their operations will be a key driver of their ability to grow revenue, increase margins, and create a more sustainable company. By using operations as a driver of growth rather than a cost center, HiTech can make both their current business and their future roadmap more appealing to strategic and private equity buyers.

    Steve Ronan will discuss how to transform HiTech's operations from a successful small business to a scalable, sustainable, and more profitable company. We will look at how to evaluate the maturity of their operations and systems, identify priorities for investment, and look at how to improve their management structure so they can successfully execute these changes. In doing so, we will see how operations can support (or hinder) other areas of focus including strategic planning and sales, and how embracing a digital mindset will allow them to both improve execution and portray HiTech as a forward-looking company with a clear niche in the modern economy.

    Steve Ronan is a published expert in the theory, strategy, and execution of using modern process improvement techniques and enterprise systems to create profitable, scalable businesses. He has developed long-term strategies and run board-sponsored transformation programs for companies from the Fortune 100 to the middle-market resulting in over $100M in top-line growth and bottom-line savings. As founding partner of The Ronan Consulting Group, Steve and his teams bring the methods and frameworks of the Fortune 500 to middle-market companies in a way that reduces risk, increases adoption, and leverages the new digital ecosystem to dramatically transform how they create value. Steve is a former Senior Manager at Deloitte Consulting and a graduate of Boston College.

    XPX Members: Click to view the full program

  • January 30, 2017 3:59 PM | Anonymous

    This program was produced by XPX Tri-State CT in December 2016

    The owners of HiTech, our case study company, want to grow the business to make it salable in a few years. The sales organization will be a key area of focus. The company needs a sales organization that can accelerate growth prior to sale and continue to succeed after the owners exit the business. How can the owners create an effective organization that is not dependent on them?

    Peter Helmer and Dave Wallace will discuss building a sales organization that potential buyers will consider an asset, not a liability. To make the company salable, the owners will need to shed their day-to-day sales responsibilities. They must recruit a sales leader, develop a sales team, and create the necessary tools and systems to support the sales effort. This is usually a multi-year process. The speakers will identify opportunities and pitfalls in achieving this goal.

    XPX Members: Click to view the full program

  • January 03, 2017 12:22 PM | Anonymous

    Produced by XPX New York in November, 2016

    Human Capital is one of the most important, if not the most valuable asset that most businesses possess. This maxim is especially true for those businesses preparing a for a sale. Key employees need to be properly incentivized to remain with the business and to expend that extra effort to improve the bottom line in anticipation of the sale.

    In the presentation, Harvey Katz will discuss the types of incentive arrangements available to HiTech, together with the tax attributes. and the advantages and disadvantages of each of them. He will go through a typical process that should be utilized by employers to design and implement a compensation program likely to attract and retain key employees. This will involve a methodical process to understand the character its workforce, by age, demographic and position, and then to select to the programs that are suitable for each identifiable group.

    Harvey Katz, Partner, Co-Chair Employee Benefits & Compensation Department, Fox Rothschild LLP

    Click here for the Case Study.

    Members: Click to view the full program

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