Exit Planning Exchange Boston Chapter (XPX) will host a Breakfast Meeting on June 23rd in the Needham Wellesley Room in Olin Hall at Babson College.
The event, slated from 7:15 to 9:00 a.m. is Part 2 of an integration strategy program. The session, which will be facilitated by Rudi Scheiber-Kurtz of Next Stage Solutions, Inc., will focus on a 5-step integration plan to ensure a successful succession or sale transition.
Attendees are encouraged to bring their ideas and suggestions to the roundtable discussion where advisors will address collaboration, enhanced value and client leverage.
Admission to the event, which includes breakfast, is $45 for pre-registered XPX members, $55 for walk-in members, $75 for non-members and $85 for walk-in non-members.
For registration information, please visit www.exitplanningexchange.com
About Exit Planning Exchange (XPX) Boston
XPX is committed to improving the process of planning for, positioning, and executing management succession and business exits. Founded in 2008, The Exit Planning Exchange (XPX) has chapters in Boston, Hartford, Philadelphia, DC Metro, Tampa Bay and Baltimore.
The Exit Planning Exchange (XPX) Boston offers an unparalleled opportunity for members to expand their professional networks and develop their skills in the field of exit planning. XPX members have access to a broad network of specialists in diverse fields, including accounting, merger and acquisition, business consulting, legal and human systems consulting. To learn more about the Exit Planning Exchange (XPX) Boston or to join, please contact Donna Powell, Administrator, at 978-392-7929, or donna@exitplanningexchange.com