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                GROWTH. TRANSFER. LEGACY.

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XPX New England 2019 Summit

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


  • Sponsored table for 8 with signage and half-page program ad
  • Sponsored half table for 4 with signage and quarter-page program ad


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

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