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By Business Transition Academy
Learn the secrets for successfully transitioning the ownership of your business to others and achieving your goals!
By Innovative Equity Strategies
Are you a business owner struggling with business transition or succession planning questions or concerns?
By Business Transition Academy
WHEN: January 8, 2015, 7:30 AM – 9:00 AM WHERE: Doubletree by Hilton Hotel Tampa Airport – Westshore 4500 W. Cypress St. Tampa, FL 33607
By Exit Planning Exchange
The Exit Planning Exchange (XPX) Boston announces that it will hold its annual Summit on March 19th, 2015 at The Conference Center at Waltham Woods. “The Progression of Succession” is the theme of the 2015 Summit.
By Talent Q
Talent Q has created a data-driven assessment process to identify and develop future leaders at UK Power Networks.
By Hoffman & Associates
Hoffman & Associates announced today that they are joining their colleagues at WealthCounsel in a public relations campaign to showcase National Estate Planning Awareness Week, October 20-26, 2014.
By Business Transition Academy
Attend this free business owner presentation in Tampa to learn what you need to do in order to make your once-in-a-lifetime sale of your business the best that it can be!
By Business Transition Academy
Learn the secrets for successfully transitioning your business to others and achieving your financial goals! This intensive workshop, Sept. 11-13, for business owners will teach you what you need to know to create your own business transition plan.
By Kirkland Albrecht & Fredrickson
Kirkland Albrecht & Fredrickson, LLC (KAF) one of the leading CPA firms in the Boston area held its summer company outing on August 6th at Furnace Brook Golf Club in Quincy, during which Managing Partner Kenneth Kirkland delivered the “State of the...
By Business Transition Academy
Join BTA for this Free Webinar: Creating Your Own Business Ownership Transition Plan – August 14, 2014
By Exit Planning Exchange
The Exit Planning Exchange (XPX) Boston announces that Terry Phinney of Dedham, Massachusetts has been named to the organization’s Board of Directors. In this capacity, he will help guide the growth and direction of XPX Boston.
By Exit Planning Exchange
Exit Planning Exchange (XPX) Boston announces that Rudi Scheiber-Kurtz of Lexington, MA has been named to the organization’s Board of Directors. In this capacity, she will help guide the growth and direction of XPX Boston.
By Equicapita
Equicapita Income Trust (“Equicapita”, the “Fund”) is pleased to announce the acquisition of 100% of the shares of Metercor Inc. by an affiliate of the Fund.
By Exit Planning Exchange
Exit Planning Exchange Boston Chapter (XPX) announces that David Poulin, CIMA ® CPWA® of Wayland, MA has been named to the organization’s Board of Directors. In this capacity, he will help guide the growth and direction of the Boston Chapter of XPX.
By Technomedia
WHO: Marcel Messier, president and COO of Technomedia, a leading provider of Talent Management Solutions WHAT: Will present a session titled “Alignment is the Cornerstone for Strategic HR” at the Maine HR Convention.
By PR First
Patton to Discuss "The Win/Win Exit: Is It Possible?" at Exit Planning Exchange (XPX) Boston Summit 2014 - Growth: The Best Road to Value and Liquidity
By Mobiquity, Inc
"10 Key Levers for Exceptional Growth" The Best Road to Value and Liquidity
By Kirkland Albrecht & Fredrickson
Staff at Kirkland Albrecht & Fredrickson, LLC (KAF) one of the leading CPA firms in the Boston area, took some time on March 17th to celebrate both St. Patrick’s Day and the midpoint of tax season.
By Brandon Hall Group
This exclusive model defines business impact for LD, establishes four levels of LD maturity, and includes a diagnostic tool that enables organizations to self-assess their current level of LD maturity.
By Exit Planning Exchange Boston
"Growth: The Best Road to Value and Liquidity" to be held May 2 at Bentley University

All Press Releases

By Exit Planning Exchange
The Exit Planning Exchange (XPX) Boston announces that Craig James of Westwood, Massachusetts has been named to the organization’s Board of Directors. In this capacity, he will help guide the growth and direction of XPX Boston.
By Exit Planning Exchange Boston
The Exit Planning Exchange (XPX) Boston announces that John T. “Jack” Finning of North Easton, Massachusetts has been named to the organization’s Board of Directors. In this capacity, he will help guide the growth and direction of XPX Boston.
By KAF Group
KAF (www.kafgroup.com), one of the leading CPA firms in the Boston area, recently announced the introduction of LeanBox as part of their focus on total employee wellness.
By ROI Corporation
ROI Corporation (www.roibusinessbrokers.com), a leading business brokerage firm in the Greater Boston area, has announced the appointment of Denis Mezheritskiy of Concord, MA to the position of Business Broker.
By KAF Group
KAF, one of the leading CPA and business consulting firms in the Boston area, recently rolled out its new look with the introduction of their revised brand name, KAF, an updated logo, tag line, print collateral, promotional items and newsletter.
By Joe Perri & Assoc
The traditional accounting business model based on a partner infrastructure is under pressure as X and Y generation accountants baulk at taking up equity in these practices said Connect Financial Service Brokers (Connect) CEO Paul Tynan.
By Business Transition Academy
Learn the secrets for successfully transitioning the ownership of your business to others and achieving your goals!
By Exit Planning Exchange
Exit Planning Exchange (XPX) Boston Summit to be held on March 19th.
By Exit Planning Exchange
The Exit Planning Exchange (XPX) Boston announces that Linda Moulton, CEO of Ceralta Technologies will be a moderator and speaker at the XPX Boston annual Summit on March 19th, 2015 at The Conference Center at Waltham Woods.
By Exit Planning Exchange
The Exit Planning Exchange (XPX) Boston announces that Sean Kavanagh, CEO of The Ariel Group will be a featured panelist at the XPX Boston annual Summit on March 19th, 2015 at The Conference Center at Waltham Woods.
By Exit Planning Exchange
The Exit Planning Exchange (XPX) Boston announces that Sharon Kan, co-founder of WIN (Women Innovating Now) Lab will be a featured panelist at the XPX Boston annual Summit on March 19th, 2015 at The Conference Center at Waltham Woods.
By Gyan Events
This program series is designed to equip organizations learn best and future practices of talent development and management including succession planning aligning with overall strategy.
By Exit Planning Exchange
The Exit Planning Exchange (XPX) annual Boston summit to be held on March 19th at The Conference Center at Waltham Woods
By Exit Planning Exchange
The Exit Planning Exchange (XPX) Boston announces that Arthur Barrett, President of Barrett Distribution Centers will be a featured speaker at the XPX Boston annual Summit on March 19th, 2015 at The Conference Center at Waltham Woods.
By Exit Planning Exchange
Panelists to address acquisitions as vehicle for growth and exit planning.
By Exit Planning Exchange
The Exit Planning Exchange (XPX) Boston announces that Bret Watson, CEO of Jøtul North America will be a featured panelist at the XPX Boston annual Summit on March 19th, 2015 at The Conference Center at Waltham Woods.
By Exit Planning Exchange
The Exit Planning Exchange (XPX) Boston announces that Veda Ferlazzo Clark, Principal of Zedare Consulting will be a moderator and speaker at the XPX Boston annual Summit on March 19th, 2015 at The Conference Center at Waltham Woods.
By Exit Planning Exchange
"The Progression of Succession" is the theme of the 2015 Exit Planning Exchange (XPX) 2015 Summit.
By Innovative Equity Strategies
Are you a business owner struggling with business transition or succession planning questions or concerns?
By Exit Planning Exchange
The Exit Planning Exchange (XPX) Boston announces that Andy LaVallee, founder of LaVallee Bakery Distributors will be a featured panelist at the XPX Boston annual Summit on March 19th, 2015 at The Conference Center at Waltham Woods.
By Exit Planning Exchange
The Exit Planning Exchange (XPX) Boston announces that Charlie Storey, President of Harpoon Brewery will be a featured speaker at the XPX Boston annual Summit on March 19th, 2015 at The Conference Center at Waltham Woods.
By Exit Planning Exchange
The Exit Planning Exchange (XPX) Boston announces that Steven Gerard, CEO and Chairman of the Board at CBIZ, Inc. will be a featured speaker at the XPX Boston annual Summit on March 19th, 2015 at The Conference Center at Waltham Woods.
By Kane Forensic Accounting
Gary Kane, Owner and Managing Partner of Kane Forensic Accounting, talks about the importance of succession planning as the Baby Boomer Generation ages out of today’s workforce.
By Business Transition Academy
WHEN: January 8, 2015, 7:30 AM – 9:00 AM WHERE: Doubletree by Hilton Hotel Tampa Airport – Westshore 4500 W. Cypress St. Tampa, FL 33607
By Exit Planning Exchange
The Exit Planning Exchange (XPX) Boston announces that it will hold its annual Summit on March 19th, 2015 at The Conference Center at Waltham Woods. “The Progression of Succession” is the theme of the 2015 Summit.
By Exit Planning Exchange
The Exit Planning Exchange (XPX) Boston announces that Terry Phinney of Dedham, Massachusetts will chair the 2015 XPX Summit.
By Exit Planning EDU O'Hara & Company
Business Planning Advisor, Bob O’Hara of Exit Planning EDU Attends National Exit Planning for Business Owners Conference
By Talent Q
Talent Q has created a data-driven assessment process to identify and develop future leaders at UK Power Networks.
By Hoffman & Associates
Hoffman & Associates announced today that they are joining their colleagues at WealthCounsel in a public relations campaign to showcase National Estate Planning Awareness Week, October 20-26, 2014.
By Business Transition Academy
Attend this free business owner presentation in Tampa to learn what you need to do in order to make your once-in-a-lifetime sale of your business the best that it can be!
By Business Transition Academy
Learn the secrets for successfully transitioning your business to others and achieving your financial goals! This intensive workshop, Sept. 11-13, for business owners will teach you what you need to know to create your own business transition plan.
By Kirkland Albrecht & Fredrickson
Kirkland Albrecht & Fredrickson, LLC (KAF) one of the leading CPA firms in the Boston area held its summer company outing on August 6th at Furnace Brook Golf Club in Quincy, during which Managing Partner Kenneth Kirkland delivered the “State of the...
By Business Transition Academy
Join BTA for this Free Webinar: Creating Your Own Business Ownership Transition Plan – August 14, 2014
By Exit Planning Exchange
The Exit Planning Exchange (XPX) Boston announces that Terry Phinney of Dedham, Massachusetts has been named to the organization’s Board of Directors. In this capacity, he will help guide the growth and direction of XPX Boston.
By Exit Planning Exchange
Exit Planning Exchange (XPX) Boston announces that Rudi Scheiber-Kurtz of Lexington, MA has been named to the organization’s Board of Directors. In this capacity, she will help guide the growth and direction of XPX Boston.
By Equicapita
It has been said that “demographics are destiny” and this is certainly a theme that figures in the investment thinking of our funds and one that we have discussed many times in the past.
By Randstad Financial & Professional
• 25 per cent of financial services employers NOT carrying out succession planning – well below average (21 per cent) • But those who are doing it are doing it well – looking to the long-term as well as the short-term; and look at more than the...
By Equicapita
Equicapita Income Trust (“Equicapita”, the “Fund”) is pleased to announce the acquisition of 100% of the shares of Levy’s Machine Works (“Levy’s”) by an affiliate of the Fund.
By Equicapita
Equicapita Income Trust (“Equicapita”, the “Fund”) is pleased to announce the acquisition of 100% of the shares of Metercor Inc. by an affiliate of the Fund.
By CelebritySites
Gary Kane, Owner and Managing Partner of Kane Forensic Accounting, explains that a succession plan is important for every business, large or small.
By Exit Planning Exchange
Exit Planning Exchange Boston Chapter (XPX) announces that David Poulin, CIMA ® CPWA® of Wayland, MA has been named to the organization’s Board of Directors. In this capacity, he will help guide the growth and direction of the Boston Chapter of XPX.
By Technomedia
WHO: Marcel Messier, president and COO of Technomedia, a leading provider of Talent Management Solutions WHAT: Will present a session titled “Alignment is the Cornerstone for Strategic HR” at the Maine HR Convention.
By PR First
Patton to Discuss "The Win/Win Exit: Is It Possible?" at Exit Planning Exchange (XPX) Boston Summit 2014 - Growth: The Best Road to Value and Liquidity
By Mobiquity, Inc
"10 Key Levers for Exceptional Growth" The Best Road to Value and Liquidity
By Talent Q
New process identifies talented staff from across the business for future leadership roles.
By Legacy Capitals
LEGACY, by Richard Orlando, Ph.D., a guide to strengthening families, preparing heirs for the future, and extending a meaningful legacy is now available.
By Kirkland Albrecht & Fredrickson
Staff at Kirkland Albrecht & Fredrickson, LLC (KAF) one of the leading CPA firms in the Boston area, took some time on March 17th to celebrate both St. Patrick’s Day and the midpoint of tax season.
By Brandon Hall Group
This exclusive model defines business impact for LD, establishes four levels of LD maturity, and includes a diagnostic tool that enables organizations to self-assess their current level of LD maturity.
By Exit Planning Exchange Boston
"Growth: The Best Road to Value and Liquidity" to be held May 2 at Bentley University
By O'Hara & Company, PC - Exit Planning EDU
To Help Business Owners Have a Positive Succession Planning Process


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