XPX Greater Boston
Why Greater Boston?
XPX Greater Boston offers a welcoming membership combined with the high-level programming content to keep you at the top of your game and the unique networking events to grow your resources, all with the goal of providing the best possible outcomes for your clients. XPX Greater Boston members honor the Advisor Principals of the organization and tailor the membership experience to enhance the value that advisors can add when planning for business legacy, growth, and transfer events. As an XPXGB member you will be among the finest M&A and succession planning professionals in New England.
Wine, Perspective & Better Business Conversations
Last week, XPX Greater Boston welcomed members and guests to Morgan Lewis & Bockius LLP for an evening of networking, learning, and conversation at our Wine, Perspective & Better Business Conversations event.
The program featured Stephen Nasiatka, CPA, CFE, WSET 2, founder of StephenUncorked LLC, who led attendees through his engaging Spectrum of Style wine tasting experience. More than a traditional tasting, the session encouraged participants to explore how perception, communication, and individual perspectives influence both professional and personal decision-making.
Attendees enjoyed a guided tasting experience while engaging in thoughtful discussions with fellow advisors and business professionals from across the XPX Greater Boston community. The interactive format created opportunities for members to connect, exchange insights, and continue building the relationships that are at the core of successful exit planning and advisory work.
Events like these reflect XPX Greater Boston’s commitment to bringing together trusted advisors from diverse disciplines to foster collaboration, strengthen professional networks, and share new perspectives.
We would like to thank Stephen Nasiatka for sharing his expertise and creating a memorable experience for our members and guests, as well as Morgan Lewis & Bockius LLP for hosting the event.
We appreciate everyone who attended and contributed to a lively and engaging evening, and we look forward to seeing you at future programs and events.
2025 XPX Greater Boston Summit
On May 13th, we welcomed over 150 advisors to Nutter in Boston for an engaging afternoon of learning and networking at our annual Summit. This year’s theme was “Maximizing Value Through Smart Advice & Collaboration”. This came to life through a series of intimate interviews and focused talks. Designed to spark practical insights and fresh thinking, each session explored how advisors can better connect with clients and work more effectively together.
Session topics included:
- A political and legislative update straight from Washington
- The current state of the M&A market
- How advisors can collaborate for better outcomes
- Real-world use cases of AI in advisory practices
- An economic outlook to close out the day
We’re sincerely grateful to our speakers, attendees, and sponsors for making the 2025 Summit a success. We look forward to continuing the conversation and helping advisors thrive, together.
New Emerging Professionals Membership
- XPX Greater Boston has designed a special membership category for the next generation of exit planning professionals. Specific programming is designed with Emerging Professional member (EP) interests in mind and these events facilitate education and relationship building among peers as well as more experienced members.
- Eligibility for EP membership: at time of application the prospective member must be ≤ 40 years old or have ˂ 3 years of exit planning experience. Regardless of age, an emerging professional membership is non-renewable and is for a duration of three consecutive years. Special discounted pricing is offered to EP members.
- EP membership is for 3 consecutive years for price of $595.
- All EP members have same privileges of all members and can attend all events or functions.
Power of Three
One of our Chapter’s most popular offerings is our Power of Three 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? Please contact us.
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