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The Exit Planning Exchange New England Chapter holds events throughout the Greater Boston area

Our association events promote peer learning, networking and visibility for our members in the local private company advisor community.  Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy. 

    • March 12, 2019
    • 12:30 PM - 7:00 PM
    • The Offices of Nutter McClennen & Fish LLP, 155 Seaport Blvd., Boston MA
    • 100

    More info and registration

    Join leading local companies on March 12 to understand current economic conditions, the marketability of your business and your personal readiness to find out if it is the right time for you to exit.

    This Summit is for Business Owners and Professional Advisors to engage in lively round table and panel discussions to better understand the complexity of the business transition cycle from Growth to Transfer and to Legacy.

    Topics throughout the afternoon will focus on all aspects of preparing and planning for an eventual exit including:

    • Building Value
    • Maximizing Performance
    • Hiring Advisors
    • Preparing for Sale
    • Going to Market and Planning Your Life Post-Transaction.

    We'll help you  want you understand what the whole cycle really entails, and most importantly, we want you to understand just where you are in this cycle.

    The knowledge exchange of experts, CEOs and former CEOs will provide hands-on educational tools and ideas and what next steps might be right for you.

    Tables already committed for these firms: 

    Full Tables:

    • BNY Mellon Wealth Management
    • Dunn Rush & Co.
    • Middlesex Savings Bank
    • Mirus
    • Mohamed-Merola Wealth Management
    • Nutter McClennen & Fish LLP
    • Rockland Trust Bank
    • The Provident Bank

    Half Tables:

    • AAF CPAs
    • Cambridge Savings Bank 
    • Centerpoint
    • City National Bank
    • CLA- Clifton Larson
    • Devine Millimet, Attorneys at Law
    • RBC Wealth Management
    • Touchstone Advisors LLC
    • Wilmington Trust

    More information and registration on the Summit website or contact Angie Ellis by email or at 781-706-0654.

    Present your ticket at check-in for free event parking at 155 Seaport Ave Courtesy of BDO

    • April 02, 2019
    • 4:00 PM - 6:30 PM
    • Sullivan & Worcester LLP, 1 Post Office Square, Boston, MA

    Join XPX for an informative discussion featuring professionals with expertise in wealth management, trust & estate planning and philanthropic strategies. These experts will provide insight into pre- and post-sale considerations for business owners, including various tax mitigation strategies, cash flow analysis, retirement planning, philanthropic giving and other considerations that business owners should be discussing with their advisers.

    Topics include:

    • How much capital do you need post-sale to achieve your life’s goals?
    • Pre-sale planning
    • Structuring to mitigate tax liability
    • Efficient wealth transfer strategies
    • Advanced goals-based planning, Donor-Advised Funds and other philanthropic strategies


    • Josh Daly, Director of Charitable Planning, Fidelity Charitable – Moderator


    • Olga Okaty, Director of Financial Planning, Centerpoint Advisors, LLC
    • Terence Condren, Senior Wealth Strategist, UBS Wealth Management
    • Derek Mohamed, Managing Director, Mohamed-Merola Wealth Management

Past events

February 11, 2019 XPX New England - Join the New England Chapters of XPX and AM&AA for a Joint Winter Social at Jack's Abby Brewery
February 05, 2019 XPX New England - Annual Open House
January 22, 2019 XPX New England - Join XPX New England in their first event of 2019: M&A War Stories Unexpected Challenges and Creative Solutions
December 04, 2018 XPX New England -Holiday Celebration
November 06, 2018 XPX New England - Structuring a Deal: Common and Uncommon Issues in a M&A Transaction
October 09, 2018 XPX New England -Building Enterprise Value
September 11, 2018 XPX New England - Mixer Meet and Greet
July 17, 2018 XPX New England - Summer Networking
June 19, 2018 XPX New England - Follow the Money: The Profitable Female Perspective
May 15, 2018 XPX New England: ESOP Revisited with Harpoon Brewery
April 24, 2018 XPX New England: Networking & Open House Event
March 27, 2018 XPX New England: Finding the Right Advisors
February 27, 2018 XPX New England: How the Tax Act will impact Business Owners
January 16, 2018 XPX New England: Meeting the Growth Challenge
December 06, 2017 XPX New England: Would You Buy Your Business? Webinar with A.I.M
December 05, 2017 XPX New England: Exit Palooza - The Return!!
November 13, 2017 XPX New England: Can you afford to sell your business?
October 24, 2017 XPX New England: Start NOW to make 2018 your best year ever!
September 26, 2017 XPX New England Mixer Meet and Greet
July 11, 2017 XPX New England: LIVE CEO Case Studies Showcase - Part 2
May 23, 2017 XPX New England-NH: From Dorm Room Start-up to International Tech Company
May 04, 2017 XPX New England 2017 Summit
March 29, 2017 XPX New England: RI/SE MA Breakfast Meeting
February 28, 2017 XPX New England: Joint Meeting with AM&AA
January 24, 2017 XPX New England: Communicating Through Change
December 14, 2016 XPX New England: Exit Palooza
December 08, 2016 XPX New England - RI: Performance Excellence
November 01, 2016 XPX New England-NH: Business Ownership Transition
October 20, 2016 XPX New England: Understanding Cyber Risk to Your Business
September 22, 2016 XPX New England RI/SE MA: Would You Buy Your Business?
August 04, 2016 XPX Boston: Member Appreciation Cocktail Party
June 23, 2016 XPX Boston: Advisory Team Integration Strategies PART 2
June 16, 2016 XPX Boston RI/SE MA: Company Branding
May 26, 2016 XPX Boston Breakfast Meeting
April 28, 2016 XPX Boston 2016 SUMMIT
April 07, 2016 XPX Boston: Members Only Dinner & Guest Speaker
March 28, 2016 XPX Boston: Joint Event with AM&AA
March 03, 2016 POSTPONED: XPX Boston Owners' Academy
February 25, 2016 XPX Boston Breakfast Meeting
February 11, 2016 XPX Boston RI/SE MA Breakfast Meeting
January 28, 2016 XPX Boston: A Dozen Ways to Say "No"
December 10, 2015 XPX Boston Holiday Networking
November 19, 2015 XPX Boston Breakfast Meeting
November 12, 2015 XPX Boston Owners' Academy
October 07, 2015 RI/SE MASS Breakfast Meeting
September 30, 2015 XPX Boston Owners' Academy
September 24, 2015 XPX Boston Practice Builder - NEW

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