May 5, 2017. By Ashley Agnew:
Yesterday several members of our team attended the annual Exit Planning Exchange (“XPX”) Summit in Waltham. XPX is a multi-disciplinary community of professional advisors, including Centerpoint, who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition. Private company transitions require a broad view of the entire life cycle of a private company including business value growth, business value transfer, and owner life and legacy.
(Pictured from left to right: Jennifer Wolfsberg, John Wolfsberg, Ashley Agnew of Centerpoint Advisors)
The conference featured several interactive panels surrounding the conference theme “Flexible & Intentional Transitions”. As we work with many business owners, staying educated in the arenas of succession planning, business valuation, and corporate culture is important to us. The XPX Summit provided many educational opportunities to learn from peers and experts in this space ranging from M&A attorneys and valuation consultants to business coaches and fellow wealth managers.