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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. These meetings are held in locations in downtown and greater Boston. On the first Thursday of each month, we also organize informal networking meetings at five locations in Greater Boston. 

Check out our event calendar below for the details on our latest meetings! 

    • October 01, 2020
    • 4:00 PM (EDT)
    • Virtual this month - coordinate details with your assigned group

    October Power Networking
    The program runs all month
    Deadline to sign up is October 01, 2020 at 4:00 PM EDT

    I hope everyone is well and spending as much time outside enjoying this beautiful weather…especially given that “you know what” is fast approaching! Feedback has been positive on taking the month of August off, and we now have decided to continue our virtual Power of Five program into the Fall.

    Current Program

    Our initial virtual Power of Five program launched in May and ran through June and July. Enrollments were high each month and feedback we have received has been very positive. We’ve been averaging over thirty people per session. So, it’s now time to register for our September program. Our virtual groups of 5 will continue to be composed of members from as many different advisory verticals as possible (CPA, Attorney, Banker, Wealth Advisor, Exit Planner, Consultant, etc.).

    How will it work?

    Meetings of course can be held at any time in the morning, afternoon or over cocktails.

    By signing up for the program, your only commitment is to meet with your group at least once during the month for at least an hour. That said, if the group decides to meet more than once, all the better.

    See you soon!

    Tom LeBlanc, XPX NE Board of Director

    email: tom@btaplans.com

    Cross-Chapter Program also available for those who are interested

    • October 13, 2020
    • 11:30 AM - 1:00 PM (EDT)
    • Virtual - connection details sent upon registration

    Have you Prepared for a Smooth Transition?

    The status of the M&A market has become unclear during these uncertain times. Business owners planning an exit event may not find the market they were anticipating even just a few months ago in today’s constantly changing landscape. Join XPX NE for a panel discussion with three business advisors who play a critical role in preparing for a smooth transition. John Colucci, an experienced transaction attorney with McLane will moderate the panel. The panelists will discuss some of their experiences working with owners and grappling with some of the questions listed below in a Covid environment:

    • As a business coach – how do you help an owner get emotionally ready for a sale?
    • As an accounting professional – how do you help an owner get operationally prepared for a sale?
    • As a wealth manager – how do you help an owner get personally ready for a sale?


    John D. Colucci, Director, Corporate Department and Managing Director of McLane Middleton Woburn Office

    John has a dual background as both an attorney and CPA. This unique skill set gives him a differentiating perspective and depth of understanding of the legal issues necessary for protecting a growing business. as well as the financial drivers of operating and sustaining a successful company. John’s ability to communicate complex legal and business issues clearly, concisely and simply is a hallmark of his work, as is his easy manner, yet no-nonsense style in effectively managing business and legal matters for his clients.

    John has extensive experience in all areas of commercial transactions and business operations. and practices in the areas of mergers & acquisitions, business law, tax law, and business succession planning.


    Electra Govoni, CEO, TAB Boston Northwest

    Electra is the CEO of TAB Boston Northwest in Burlington. MA. With over 30+ years’ experience in the FinTech industry, she is a skilled executive who specializes in leading transformative changes in companies, delivering operational excellence, streamlined technology and empowering a diverse and engaged workforce at SSgA, State Street Research & Management, Eagle Investment Systems and BNY Mellon.

    Today. Electra helps forward-thinking business owners grow their businesses, increase profitability and improve their lives with business coaching, facilitating local business owner advisory groups and optimizing talent in organizations to achieve business results.

    Martin Croyle, CPA, CGMA, President - Croyle Financial Consulting, LLC Croyle Financial Academy

    Marty Croyle. CPA, is the President of Croyle Financial Consulting in Lynnfield, MA. He is also a Partner at Stowe & Degon, LLC, a regional CPA firm in Westborough, MA. Marty is a graduate of St. Lawrence University, Northeastem University (Masters in Accounting), and Bentley University (Masters in Taxation).

    Previously Marty was a senior manager at Touche Ross (Boston); and a partner at Yoshida, Croyle & Sokolski (Burlington, MA) and Croyle & Associates (Lynnfield. MA). Marty’s goal is to help business owners make more money by better understanding and using their company’s financial reporting to increase profitability.

    David A.  Poulin, CIMA® CPWAe Senior Vice President — Financial Advisor Senior Portfolio Manager — Portfolio Focus - RBC Wealth Management Boston

    David has 30 years of financial advisory experience. David is actively engaged in the middle market private business community in New England. His Boston based wealth and business advisory practice seeks to provide professionals. entrepreneurs and business owners a path to financial clarity, security and protection through our holistic wealth management process. We leverage our years of private business and wealth management experience, along with the resources and intellectual capital of RBC Wealth Management and our outside network of professional advisors. to guide our clients through a process that helps ensure success for their business growth, business transition and personal family, life, legacy, succession and wealth transfer goals.

    Video Networking: 11:30 AM - 12:00 PM (EST)
    Program: 12:00 PM - 1:00 PM (EST)

    • October 21, 2020
    • 10:50 AM - 11:30 AM (EDT)
    • Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

    Virtual meeting at 11 AM ET

    Welcome to XPX!

    Please join us at this quick monthly web meeting with members from across the country and learn how to get the most out of your membership.

    You’ll learn:

    • Where to find the resources and information you need to be the best advisor
    • How to share content to increase your visibility in our community
    • How to maximize the effectiveness and visibility of your profile on our site
    • How to manage your profile, registrations and payments through the website

    Your guides will be Mary Adams, XPX Executive Director, and Angie Ellis, XPX Chapter Administrator.

    (We hold these meetings the third Wednesday of every month at 11 AM ET. If you can’t make this meeting, please let us know in the registration form and we’ll add you to next month’s meeting). Non-members welcome to listen in too!

Past events

September 16, 2020 XPX Orientation
September 15, 2020 XPX New England: Alternatives to M&A
September 01, 2020 XPX New England September Session Power of 5
August 19, 2020 XPX Orientation
August 11, 2020 XPX New England - Sending out an SOS: Is Bankruptcy the Best Way to Save My Business?
July 15, 2020 XPX New England - Business Interruption Insurance and COVID – 19
July 15, 2020 XPX Orientation
June 17, 2020 XPX Orientation
June 16, 2020 XPX New England: Quality of Earnings Reviews in M&A Transactions
May 20, 2020 XPX Orientation
May 19, 2020 XPX New England Member Networking and Small Group Discussions
April 29, 2020 XPX Advisor Exchange - EBITDAC, Disruption and Hiring Remotely
April 27, 2020 VIRTUAL XPX New England: Leadership Challenges and Opportunities during Covid 19
April 22, 2020 XPX Advisor Exchange
April 15, 2020 XPX Advisor Exchange - Supply Chains, Presenting Remotely and Business Value
April 15, 2020 XPX New Member Orientation
April 10, 2020 VIRTUAL XPX New England Summit 2020: Follow the Road to Success
April 08, 2020 XPX Advisor Exchange - How to have difficult conversations
April 01, 2020 XPX Advisor Exchange - M&A, Employment law, Healthcare, Courage
March 25, 2020 XPX Advisor Forum
March 18, 2020 Virtual Meeting on Virtual Meetings
March 18, 2020 XPX New Member Orientation
March 10, 2020 XPX New England Summit 2020: Follow the Road to Success
March 05, 2020 XPX New England Monthly Meet-ups
February 19, 2020 XPX New Member Orientation
February 10, 2020 XPX New England - Join the New England Chapters of XPX and AM&AA for a Joint Winter Social at Jack's Abby Brewery
February 06, 2020 XPX New England Monthly Meet-Ups
January 15, 2020 XPX New Member Orientation
January 14, 2020 XPX New England: Transitioning to Outsiders – Strategic Buyers and Private Equity
January 09, 2020 XPX New England Monthly Meet-ups
December 18, 2019 XPX New Member Orientation
December 10, 2019 XPX New England -Holiday Celebration
December 05, 2019 XPX New England Monthly Meet-Ups
November 13, 2019 XPX New Member Orientation
November 12, 2019 XPX New England: How much is your business worth?
November 07, 2019 XPX New England Monthly Meet-Ups
November 06, 2019 XPX New England: Joint Networking Event with Massachusetts Society of CPA’s (MEMBERS ONLY)
October 16, 2019 XPX New England: Joint Networking Event with New England Business Brokers Association (MEMBERS ONLY)
October 03, 2019 XPX New England Monthly Meet-Ups
September 10, 2019 XPX New England: Executive Development and Coaching- Enhancing The Management Team
July 09, 2019 XPX New England: Print v. Perception: Crisis Communication
June 11, 2019 XPX New England: Representations & Warranties Insurance in M&A
June 06, 2019 XPX New England Monthly Meet-Ups
May 07, 2019 XPX New England: Using Real Estate for Liquidity in M&A Transactions
April 22, 2019 XPX New England Virtual Summit
April 02, 2019 XPX New England: Pre- and Post-Sale Wealth Planning Strategies
March 12, 2019 XPX New England 2019 Summit
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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