Fall is primetime for business owners and advisors to plan for the upcoming year, which is why XPX New England has assembled a panel of top-notch experts to help you make 2018 your best year ever, including:
• A discussion of the Massachusetts region’s economic outlook for 2018 delivered by Rick Lord, President and CEO of Associated Industries Massachusetts (AIM)
• Guidance on timing for getting started with the exit planning process from Laura Kevghas, past XPX New England President and President of Seed to Harvest LLC
• The wealth planning “Must-Dos” every business owner needs to know before an exit from Trammel Martin, Account Vice President at UBS Private Wealth Management
Moderated by Laura Kevghas, Seed to Harvest LLC, and hosted by XPX New England Bronze sponsor Sullivan & Worcester LLP, this event is sure to fill up fast! Seating is limited, so register today!
<strong>What: </strong> <strong> Navigating the Business Lifecycle, Season-By-Season</strong>
<strong>When: </strong> Tuesday, October 24, 2017
<strong>Where: </strong> Sullivan & Worcester LLP
1 Post Office Square
<strong>Time: </strong> 4:00pm to 6:30pm
<strong>XPX Members: </strong> Free
<strong>NPEPC Members: </strong> $75
<strong>Non-Members: </strong> $95
<strong>Meet The Experts</strong>
President and CEO
Associated Industries of Massachusetts
Associated Industries of Massachusetts (AIM) is a community of more than 4,500 Massachusetts employers working together to create public policy that supports economic opportunity and job growth. AIM works on issues that affect every employer in Massachusetts, from multinational financial services firms to small manufacturing companies, from innovative software startups to the corner grocery store.
Seed to Harvest LLC
Laura’s career in M&A has spanned both sides of the negotiating table, with 20 years working as an M&A advisor for business owners who are selling their company, and 10 years in the middle of her career traveling around the world buying businesses as the leader of corporate development for a private equity-owned B2B media company. Her experience as both a buyer and a seller has given Laura a unique understanding of how buyers approach acquisitions and how best to position her sell-side clients to be attractive acquisition candidates.
<strong> Trammel Martin</strong>
Account Vice President
UBS Private Wealth Management – The Sanders Martin Group
Building on its history of over 150 years, UBS is committed to bringing its global resources to bear on the portfolios of high net worth individuals to help them pursue their wealth management goals. Today, as the world’s largest wealth manager, UBS is strongly positioned to help clients address the realities of the global economy and their sophisticated needs.