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WHY XPX BOSTON?

 XPX Boston offers you a unique opportunity to connect with and call on a distinguished community of senior advisors to support companies across the entire business life cycle. Members collaborate and put client interests first.

Join an active and engaged cadre of professionals who help owners build valuable businesses and assist them in preparing and executing successful transitions. Click here for 12 Good Reasons to Join 

OUR ANNUAL SUMMIT

XPX Boston 2016 Summit

April 28, 2016

RECENT EVENTS

 

The Boston Herald Story

Joint meeting with AM&AA


XPX Boston & AM&AA Meeting Joint Meeting on March 28: Lessons Learned From Successful Ownership Transitions

Our joint meeting included a panel of experienced exit planning advisors who have worked with business owners for many years to plan and execute successful ownership transitions.

Panel Moderator: Jane Johnson, CPA, CM&AA, CBEC, Founder, Business Transition Academy

Our Panelists:

John Leonetti, JD, CBEC, MS Finance, Founder, Pinnacle Equity Solutions

Terry Shepherd, CM&AA, CPA, MST, Principal, ROCG Americas

Kerri Salls, Managing Director, This Way Out Group, LLC

Click here to view presentation!


HOW CAN YOU ADD VALUE?


The liquidity process is a continuum that requires diverse expertise. As a professional advisor supporting privately-held businesses, where do you add value along this continuum? Where do you see opportunities for potential collaboration among XPX members outside your expertise?


Learn more about the broader range of available resources to support owners along this process on our Business Owners Resources page

UPCOMING EVENTS


KNOWLEDGE SHARING

XPX is about knowledge sharing and collaboration.  This is an opportunity for you to share your knowledge and experience with fellow advisors, and discover what others have contributed.

Here's a sample of the latest posts by our members:

To read more, please visit our Knowledge Exchange

JOIN US TODAY


Become a member of a great group of professionals who are ready to welcome you!

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Call Donna with any questions:  978-392-7929

POWER OF 3


One of our Chapter’s most popular offerings is our Power of 3 Networking Program. This members-only benefit brings together small groups of advisors from different disciplines and provides a series of structured meetings so you can get to know each other on a much deeper level than you can at your average networking meeting.  Interested in learning more? Contact us!

TESTIMONIAL

XPX has provided me with some valued business referrals and lasting connections. XPX members have been sources of great business expertise for my clients. The caliber of XPX members and event attendees is exceptional, and the inclusive and collaborative environment is refreshing.

Stan Davis, Standish Executive Search

OUR SPONSORS

We could not have quality programming without our sponsors!

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