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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. 

    • April 22, 2019
    • April 26, 2019
    • 5 sessions
    • Virtual

    XPX New England is excited to announce the launch of our first ever Virtual Summit! While nothing beats the energy, connections and interaction of our in-person events and annual Summit, we know that life gets busy for our members. It is with that in mind that we will be offering free access to one video per day starting on April 22 and ending on April 26. Please feel free to share this special invitation with your clients and colleagues as this offer expires and the videos will only be available to paying members upon conclusion of the virtual event.

    Each day of the Virtual Summit, you’ll receive a link to one of the five 2019 Summit presentations you to view and share with your network. This is a great opportunity to reach out to a business connection and share valuable content!

    Kindly note that although access during the Virtual Summit week is free, registration is required:

    Session Schedule:

    Monday 4/22: THE MACRO ECONOMY – When is the right time in the overall market? 

    Tuesday 4/23:  M&A MARKET – When is the right time for different kinds of buyers?

    Wednesday 4/24:  COMPANIES – When is the right time strategically?

    Thursday 4/25: OWNERS – When is the right time for you personally?

    Friday 4/26: THE DEAL ECONOMY - How should you think about the market?

    Check out the virtual Summit schedule and be sure to register to get the videos!

    • May 07, 2019
    • 4:00 PM - 6:30 PM
    • McLane Middleton P.A, Trade Center 128, 7th Floor (Suite 7600), Woburn MA

    Are you looking to get the most out of your next M&A transaction? Join us May 7th, 2019 for XPX New England’s next panel discussion on how to use real estate as liquidity. This panel will address the various ways that a buyer or seller of a company can use the target company’s real estate to generate liquidity to facilitate an M&A transaction. Topics of discussion are:

    - Borrowing against the real estate to pay down debt in the company, thus increasing company equity value in advance of a sale

    - Undertaking a sale-leaseback to generate additional liquidity for the seller

    - Selling the property to an independent third party and using the cash to acquire the company

    - Borrowing against the real estate to buy-out a partner of the business

    - Leveraging the real estate and using the cash as growth capital for the company

    - Allocating the ownership of the real estate and the company to different family members based on their relative involvement in company operations

    - Leveraging real estate to provide a bridge loan to finance another opportunity 

    Steele Divitto, Commercial Real Estate Advisor at T3 Advisors, will moderate the panel.

    Julie Barron, Senior Private Banker of Wilmington Trust
    Kevin Burke, First Vice President of Cambridge Savings Bank
    Sandra Mason, Vice President of Audax Private Equity


    Arrival and Networking: 4:00-5:00 pm
    Panel Discussion and Q&A: 5:00-6:00 pm
    Additional Networking: 6:00-6:30 pm

    Missed the April event on Pre and Post-Sale Strategies?

    Click here for the event highlights:

Past events

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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