XPX Boston, a community of trusted advisors to privately-held businesses and their owners, invites business owners to attend the Summit, which will be held Friday, May 2, at the Conference Center at Bentley University in Waltham, Mass.
Patton will discuss how to prepare a company for a liquidity event and ensure that everyone (sellers, employees, customers, and buyers) succeeds. As Patton himself puts it, “Learn from someone who has made plenty of mistakes so you don’t have to!”
Prior to founding Hastings (a Houston and Boston-based lower middle market energy services and equipment private equity firm), Patton founded Caring from a Distance in 2002, a national non-profit focused on helping long-distance caregivers play a more proactive role in the day-to-day caring for their parents. He is currently a member of the organization’
Previously, Patton co-founded Boston Light Software, which was acquired by Intuit, Inc. in 1999. He also worked for Intel Corporation and Goldman Sachs. In 1988, Patton won an Olympic bronze medal in rowing. He has been inducted into the U.S. Rowing Hall of Fame and is a trustee of the National Rowing Foundation.
Shannon Zollo, XPX Boston board member and Summit chair, said, “Ted’s personal and professional experiences have applications that will resonate with business owners looking to better understand and plan for their exit strategy. He will add a thoughtful and insightful component to the Summit.”
In addition to Patton’s luncheon keynote, the Summit will also feature a breakfast keynote delivered by Bill Seibel, founder and CEO of Mobiquity, as well as breakout sessions and a case study session with group feedback, all developed around the summit’s theme and culminating in a networking reception.
Cost to attend the event is $249 for members/owners and $325 for non-members. To register for the event, visit http://www.xpxglobal.com/
The following organizations are sponsors for this year’s Summit – Platinum Sponsor: Morse, Barnes-Brown & Pendleton, P.C.; Gold Sponsors: Tarlow Breed Hart & Rodgers, P.C. and Fidelity Charitable; Silver Sponsor: Webster Bank; and Bronze Sponsors: Standish Executive Search, Alexander Aronson Finning, ROCG and Enterprise Bank.
The Exit Planning Exchange has its roots in Boston where a group of advisors began holding meetings in 2006. Today, there are chapters in Connecticut, Philadelphia, PA, Washington, DC, Maryland, and Tampa, Florida, with a shared vision, mission and organizational structure. XPX works to help business owners create sustainable and transferable value in their enterprise and achieve a well-prepared, successful exit. Services include sharing best practices, creating a national bureau of thought-leading advisors, presentations by former business owners who have successfully exited their businesses, panels with expert topics, summits, and communities of trusted advisors.
About Exit Planning Exchange (XPX)
Exit Planning Exchange (XPX) was formed in 2007 with the mission to make it easier for business owners to find qualified professionals with deep exit planning expertise; support the growth of the emerging exit planning field; enable members to share their intellectual capital with other members; develop the educational programs required for this emerging discipline; and provide members with exclusive networking, education and collaboration opportunities. Based in Boston, Exit Planning Exchange (XPX) currently has chapters in Boston, Connecticut, Philadelphia, DC Metro, Tampa, and continues to expand. Its members represent a range of professionals who serve privately-held businesses.
To learn more about Exit Planning Exchange (XPX) Boston, please contact Donna Powell, Administrator, at 978-392-7929, or firstname.lastname@example.org.