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succession planning Press Releases

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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
By Exit Planning Exchange
Exit Planning Exchange, (XPX) announces Nettie Nitzberg, principal of WOW! transformations as a Board member and Director of the organization’s new Marketing and Communications Committee.

All Press Releases

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
By My Executive Solutions
My Executive Solutions, a leading executive consulting and development firm, announced its global expansion of professional services to assist clients located outside of the US.
By Exit Planning Exchange
Exit Planning Exchange, (XPX) announces Nettie Nitzberg, principal of WOW! transformations as a Board member and Director of the organization’s new Marketing and Communications Committee.
By Technomedia
Gérard Duval brings over 30 years of HR management experience to Technomedia. As Director of Professional Services EMEA, he will draw on his expertise to further improve the company’s customer service quality and develop its consulting services.
By Exit Planning EDU / O'Hara & Company, PC
100 Top Advisors to Business Owners come together from Across North America
By DNGA Inc
Profit Strategist Alan Borcic, founder and CEO of DNGA Inc, one of the leading international business consulting companies, released his free 7 steps formula: “Quantum Profit Multiplier System ™” that follow profit maximization business model.
By The VisionLink Advisory Group
Business owners need to institute pay strategies that can facilitate and support their transition plans, according to Tom Miller, president of VisionLink Advisory Group. This is especially true when it comes to developing long-term incentive plans.
By Latimer Hinks Solicitors
Anne Elliott, agricultural law specialist at Latimer Hinks Solicitors explains why succession planning for farming businesses is so important.
By O'Hara & Company
WWW.ExitPlanning-Edu.com, an educational website for business owners today announced the results of its survey of 300 Business Owners. Conducted recently, Who is the Key Employee reveals the non-technical factors of Key Employee Incentive Plans.
By Predictive Group
The solution to finding, selecting and retaining qualified and talented employees is this first of its kind service – Skinny Resume® Solution. Speed up the “getting to know you” process while widening your scope of potential candidates.
By PR First
In this role, Davis will work with Exit Planning Exchange (XPX)’s Board of Directors, and its members to continue to grow the organization and further its mission.
By ExitPlanning-Edu.com
Introduces a process to create and manage Key Employee Incentive Plans at recent BEI Conference held in Denver, Colororado this past September. O'Hara is founder of www.ExitPlanning-Edu.com, an educational national website for business owners.
By O'Hara & Company
Bob O’Hara, CPA/PFS, CExP™, owner of O’Hara & Company, has been asked to present at the national Exit Planning Conference for Closely Held Businesses in Denver, Colorado this September highlighting the Key Employee Incentive Plan.
By Robert Sharp and Associates
The financial advisers at Casey Peterson & Associates believe that now is the time to consider succession planning.
By O'Hara & Company
www.ExitPlanning-Edu.com, a national website devoted to educating business owners and their advisors on the exit planning process, announced today it will be conducting complimentary (& confidential) Live Educational Video Web-Casts weekly.


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