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              GROWTH. TRANSFER. LEGACY.

The Exit Planning Exchange New England Chapter is a local nonprofit association of advisors who provide education, professionalism and principles to the heart of the middle market. Our members work with business owners in all stages of the private company life cycle: business value growth, business value transfer, and owner life and legacy.

XPX provides a unique combination of:

  • RESOURCES
  • RELATIONSHIPS
  • VISIBIILITY 
  • PRINCIPLES

WHO ARE WE?

 

Rudi Scheiber-Kurtz, Past President of XPX New England shares the purpose and uniqueness of the chapter, serving all of northern New England. The New England chapter, a multi-disciplinarycommunity of professional advisors was formed in 2006.

Finding the Right Advisor

WHY XPX NEW ENGLAND

XPX New England invites you to join an active and engaged group of professionals who help owners build valuable businesses and assist them in preparing and executing successful transitions.

Welcome to our NEW PARTNER


Norfolk & Plymouth Business & Estate Planning Council.  Member from both organizations enjoy reduced event fees.

Click here for more Info. 

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? 

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

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!

TESTIMONIALS

XPX New England members provides world-class advice for those navigating transitions whether that be the next stage of growth, an outright sale, a transfer of ownership to the next generation, a recapitalization, or the multitude of succession issues within a family business. To maximize value and stakeholder returns, one wants the experience and wisdom of those who have been there. 

Caleb White, Senior Consultant at CFAR and former CEO of Ensign-Bickford Industries



Thank you for being so welcoming.  I did enjoy the panel.  I think it was the most diverse panel I have ever attended, which is very encouraging.  I look forward to attending future events. 

Danielle Prentis, KeyBank Business Capital





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knowledge sharing

At XPX, you’ll gain a holistic understanding of the full life cycle of a privately-held business. Members post valuable, educationally drive articles for advisors and business owners. Learn more

raise your expert profile

As an XPX member, you have a great opportunity to showcase your expertise and knowledge that reaches all other XPX Global chapters. See some sample profiles.

find the right expert

XPX has a diverse community. Our Advisor Directory helps you find just the right expert to meet your needs, or with whom to collaborate. Check out our directory.




summit

XPX NE will hold the next Summit on March 12, 2019 at Nutter McClennen & Fish LLP downtown Boston. The Summit is geared towards business owners and advisors from New England with keynote speakers and panel discussions. View the 2017 Summit Video.

recent events and videos

XPX New England offers a unique learning and networking opportunity geared towards business owners and advisors. See our past events and videos.

join our community

  • Become a member of a great group of Professionals who are ready to welcome you!
  • Learn more about sponsorship. 
  • Sign up for our newsletter 
  • Call our administrator Angie Ellis with any questions:  781-706-0654
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