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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! 

    • April 28, 2021
    • 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!

    • May 01, 2021
    • ? - 11:00 PM (EDT)
    • Your Group Leader Will Reach Out to Set a Date / Time

    Your Group Leader Will Reach Out to Set a Date / Time


    XThe Cross-Chapter program is a supplement to local XPX Chapter power networking. Please visit your Chapter website for more information. Use this Cross-Chapter option if you want to meet members from other parts of the country. You are welcome to participate in both programs if you want. Here's how it works:

    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around five fellow members of from other XPX Chapters
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
    The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any question please email us

    • May 11, 2021
    • 11:30 AM - 1:30 PM (EDT)
    • Virtual - Connection details will be sent upon registration

    3 Panelists and a Moderator discuss proposed increases and examples of how they impact an owner


    Greg R. Rush - 
    Partner, Dunn Rush & Co. LLC

    Greg Rush is a co-founder of Dunn Rush & Co., and is responsible for business development, transaction execution and firm strategy and operations. Dunn Rush represents the owners of private companies who want to sell their businesses. Mr. Rush has extensive merger and acquisition experience across a number of industries, including industrial, manufacturing, consumer, business services, healthcare, technology and media. Previously he held positions with several middle market investment banking firms, including Citi Capital Strategies, SunTrust Robinson Humphrey and Tucker Anthony. Mr. Rush also has significant operating experience, serving for almost six years as Chief Operating Officer of the Community Newspaper Company, and subsequently GateHouse Media New England, after the sale of the business. Mr. Rush received a B.A. in economics from Dartmouth College and is a Registered Investment Banking and Securities Representative, Compliance Officer and Operations Professional (Series 7, 14, 63, 79, 99) and a Series 24 Investment Banking and General Securities Principal.

    Our Panel:

    John Napolitano - Chairman & CEO, US Wealth Management

    For 34 years, John has devoted his career to working with a diverse team of passionate professionals. He works with families and small businesses and provides proactive and holistic financial guidance to help them make sound financial decisions. John specializes in helping clients to enjoy the life they want with the goal of turning them into delighted advocates, and even raving fans.

    As CEO of U. S. Wealth Management, LLC, John's vision is to work with financial advisors passionate about wealth management and committed to a pro-active and comprehensive approach to client service. Our best advisors are willing to be coached, work collaboratively and have the desire to elevate their client experience.

    Brian Kerrigan - Partner, Whittlesey

    Brian Kerrigan, JD leads Whittlesey’s Advisory practice. He provides advisory and tax services for large public and privately held companies throughout New England for more than 20 years. He has extensive experience with mergers and acquisitions of both private and publicly held companies and is skilled in tax strategies for large corporations operating in federal and multi-state tax environments.

    Brian holds a Bachelor of Science in Accounting from Bridgewater State University and a Juris Doctorate from Roger Williams University Law School. He is a member of the Massachusetts Bar and the Connecticut Society of Certified Public Accountants (CTCPA).

    Kurt Steinkrauss -  Member, Mintz

    Kurt R. Steinkrauss is a member at Mintz. He chairs Mintz’s Closely Held Business Group and co-chairs the Private Equity Practice. He has significant experience helping individuals and families develop and implement successful estate planning strategies. Clients count on his insights on evolving gift and estate tax laws to help them manage their assets effectively. Kurt also handles a variety of corporate and employment matters. He often counsels closely held businesses, start-ups, and emerging companies on corporate governance matters as well as sales, acquisitions, and M&A transactions. Kurt is an experienced speaker and lecturer, and he regularly contributes articles to national and regional business and law publications.


    Networking:  11:30 AM - 12:00 PM
    Program: 12:00 PM -1:15 PM
    Q&A - 1:15 PM- 1:30 PM

    Virtual Event Pricing:

    Non-Members: $25.00
    Other XPX Chapter Members: $20.00
    XPX New England Members in good standing are complimentary, so join Today!
    Connection details sent upon registration.







Past events

April 20, 2021 XPX New England: Getting Comfortable with Virtual Communication: Connecting with your clients better than face to face
March 24, 2021 XPX Emerging Professionals: When Advisors Collide
March 17, 2021 XPX Orientation
March 09, 2021 XPX New England 2021 Summit
March 02, 2021 Virtual Networking Demo for XPX Summit
February 17, 2021 XPX Orientation
February 08, 2021 XPX New England & AM&AA Winter Social!
January 20, 2021 XPX Orientation
January 12, 2021 XPX New England: When Advisors Collide
January 08, 2021 XPX Members - January Cross-Chapter Power Networking Options
December 16, 2020 XPX Orientation
December 08, 2020 XPX New England: A Holiday Wine Tasting!
December 01, 2020 XPX New England December Session Power of 5
December 01, 2020 XPX Members - December Cross-Chapter Power Networking
November 18, 2020 XPX Orientation
November 10, 2020 XPX New England: Planning With Uncertainty Post Election
November 01, 2020 XPX New England November Session Power of 5
October 21, 2020 XPX Orientation
October 13, 2020 XPX New England: Have you Prepared for a Smooth Transition?
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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