Terry Phinney, Board member of Exit Planning Exchange (XPX) Boston to Chair 2015 XPX Summit

Terry Phinney, Board member of Exit Planning Exchange (XPX) Boston to Chair 2015 XPX Summit

The Exit Planning Exchange (XPX) Boston announces that Terry Phinney of Dedham, Massachusetts will chair the 2015 XPX Summit.


Phinney, who was named to the XPX (Boston) Board of Directors earlier this year, will lead the annual Summit, which will be held at Waltham Woods Conference Center. The Summit is planned for March 19, 2015. 


The “Progression of Succession” will be the featured topic. Numerous owners and advisors will share their practical knowledge and experience on preparing for and successfully executing business succession. Topics will include growth capital, ESOP’s, internal ownership transition, management and leadership succession and sale.


Phinney is a Principal of Blackstone Management & Consulting (www.blackstonemgnt.com) in Dedham, Massachusetts. Blackstone is a business consulting firm that helps privately owned companies improve their performance and competitive position.  The firm specializes in profitable growth, improving operations and building organizational capabilities.


Terry 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 succession and organizational improvement


“It is my privilege to chair the summit. Thoughtful succession is critically important to a wide range of business owners, their families and their employees. Advisors have a vital role in the planning and execution process” said Phinney.   



About Exit Planning Exchange (XPX) Boston
The Exit Planning Exchange (XPX) Boston offers unparalleled opportunities for members to expand their professional networks and develop their skills in the field of exit planning. XPX members have access to a broad network of specialists in diverse fields, including accounting, merger and acquisition, business consulting, legal and human systems consulting. XPX is committed to improving the process of planning for, positioning, and executing business transactions. Founded in 2008, The Exit Planning Exchange (XPX) has chapters in Boston, Hartford, Philadelphia, DC Metro, Tampa Bay and Baltimore. To learn more about the Exit Planning Exchange (XPX) Boston or to join, please contact Donna Powell, Administrator, at 978-392-7929, or This email address is being protected from spambots. You need JavaScript enabled to view it. .

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