XPX NEW ENGLAND SUMMIT 2020
March 10, 2020 12:30 PM - 7:00 PM
The Offices of Nutter McClennen & Fish LLP
155 Seaport Boulevard, Boston, MA
Join us at our 2020 Summit!
There will be no day of ticket sales available on the day of the summit. There is assign seating and regretfully cannot accept walk-ins.
You wont' be able to go pass security if your name is not on the registration list.
Payment is due now or your registration will be cancelled
We will spend the day with business owners and several PE firms to hear what each of their experiences were like during a sale process. No two sales are alike. Many challenges arise along the way. Many valuable lessons will be shared. Each panel will discuss a different stage of the sale process and measures you should consider to “Follow the Road to Success”.
SCHEDULE:
12:30 pm - Check-In | Networking
1:00 pm - Keynote Speaker
Leo Grohowski, Chief investment Officer of BNY Mellon Wealth Management
2:00 pm - Panel 1: Pre-Deal planning
Panelists:
Doug Elder, VP & GM of Optimal, a KKR portfolio co.
Bob Emmert, Managing Partner at McCarthy Capital
Jeff Freedman, Founder and CEO of Small Army
Andrew O’Brien, Former owner/operator of Package Supply
3:30 pm - Panel 2: During the Deal
Panelists:
John Coughlin, Former CEO of Advanced Instrument
Carl Forsythe, Former CEO of Globe Composite Solutions
Christina Pai, Partner with Fort Point Capital
4:30 pm - Panel 3: Post-Deal Considerations
Panelists:
Hal Charnley, Vice Chairman at The Grommet and Trux; Principal Boston Harbor Capital
Paul LaFerriere & Dorrie Parini, Former Co-Founders and Co-Owners of Custom Learning Design Inc.
Peter Sullivan, Former CEO of Accurate Fasteners
5:30 pm Town Hall – all panel members take audience questions
6:00 pm Network Reception
Individual New England Member $150
Individual Non-Member $175
*NE Leaders & Annual NE Sponsors $125 Code required.*
*(email angie@exitplanningechange.com for code)
NE Member Full Table of 10 for $1,875
Non-Member Full Table of 10 for $2,000
NE Member Half Table of 5 for $950
Non-Member Half Table of 5 for $1,000
There will be no day of ticket sales available on the day of the summit. There is assign seating and regretfully cannot accept walk-ins.
You wont' be able to go pass security if your name is not on the registration list.
Payment is due now or your registration will be cancelled
No refunds or credits will be given for cancellations.
THANK YOU TO OUR SUMMIT SPONSORS:
Summit Host Sponsor:
Nutter
Summit Keynote Speaker Sponsor:
BNY Mellon Wealth Management
Summit Parking Sponsor:
BDO
Summit Lanyards Sponsor:
RS Finance
Summit Communication Sponsor:
Dale Carnegie
Summit Full Table Sponsors:
Dunn Rush & Co.
Middlesex Saving Bank
Mohamed-Merola Wealth Management
Summit Half Table Sponsors:
AAF CPAs
Centerpoint Advisors
CEO Roundtable
Citrin Cooperman
KLR
Mirus Capital
The Provident Bank
Touchstone
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