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Exit Planning Exchange (XPX) Boston names Terry Phinney to Board of Directors
In this capacity, he will help guide the growth and direction of XPX Boston.
Phinney is a Principal of Blackstone Management & Consulting (www.blackstonemgnt.com)
Phinney has an A.B. from Harvard College and an M.B.A. from Columbia University Graduate School of Business.
He has been a featured speaker at the Annual Conference for the Cape and Plymouth Business Journal, the XPX Summit, the Family Firm Institute Annual Conference and the Annual Meeting of Deutch and Company in Sarasota Springs, New York. Phinney has also authored numerous industry articles on the subjects of succession and organizational improvement
He has been a member of XPX Boston for more than two years and also holds membership in the Family Firm Institute, New England Chapter.
Phinney is an active volunteer at St. Paul’s Church in Dedham and Middlesex School in Concord and additionally performs various volunteer functions at several other organizations in the Boston area.
Of his appointment to the Board of Directors at XPX, Phinney said, “Management and ownership transitions are the toughest challenges that face most businesses. Getting the right advice can be difficult as the issues are different from business to business. XPX has the opportunity to become the premier network and content provider to middle market business owners and advisors on succession and ownership options. I am excited to help XPX achieve its goal of becoming the “go to” place for organizational transition advice.”
About Exit Planning Exchange (XPX) Boston
The Exit Planning Exchange (XPX) Boston offers its members unparalleled opportunities for expanding their professional networks and further developing their skills and business acumen, through access to a proven network of specialists in complementary fields. XPX is committed to the success of its members’ clients who are planning for, positioning for, and executing business transactions. The organization provides a forum for member connection, education and growth. Founded in 2008, Exit Planning Exchange (XPX) Boston has relationships with XPX Global colleagues in Connecticut, Philadelphia, DC Metro, Tampa Bay and Maryland. To learn more about the Exit Planning Exchange (XPX) Boston or to join, please contact Donna Powell, Administrator, at 978-392-7929, or firstname.lastname@example.org.