Log in


              GROWTH. TRANSFER. LEGACY.

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. 

    • March 12, 2019
    • 12:30 PM - 7:00 PM
    • The Offices of Nutter McClennen & Fish LLP, 155 Seaport Blvd., Boston MA
    • 82
    Register

    Registration open for individual entries! 

    Registration now open for our biggest event of the year and tickets are selling fast!

    The 2019 Summit will be a half day event, jam packed with relevant topics, engaging speakers and networking opportunities.

    This year’s theme, Is this the Right Time for you? Will cover the current economic conditions, the marketability of your business and your personal readiness for an exit.

    This Summit is for Business Owners and Professional Advisors to engage in lively round table and panel discussions to better understand the complexity of the business transition cycle from Growth to Transfer and to Legacy.

    Insightful keynotes, powerful panels, and collaborative networking make this an event you will not want to miss. *Seating is limited, so register today!

    *Kindly note that walk-ins the day of the Summit will not be accepted*

    Present your ticket at check-in for free event parking at 155 Seaport Ave Courtesy of BDO

    More info and registration

    • April 02, 2019
    • 4:00 PM - 6:30 PM
    • Sullivan & Worcester LLP, 1 Post Office Square, Boston, MA
    Register

    Join XPX for an informative discussion featuring professionals with expertise in wealth management, trust & estate planning and philanthropic strategies. These experts will provide insight into pre- and post-sale considerations for business owners, including various tax mitigation strategies, cash flow analysis, retirement planning, philanthropic giving and other considerations that business owners should be discussing with their advisers.

    Topics include:

    • How much capital do you need post-sale to achieve your life’s goals?
    • Pre-sale planning
    • Structuring to mitigate tax liability
    • Efficient wealth transfer strategies
    • Advanced goals-based planning, Donor-Advised Funds and other philanthropic strategies

    Moderator:

    • Josh Daly, Director of Charitable Planning, Fidelity Charitable – Moderator

    Panelists:

    • Olga Okaty, Director of Financial Planning, Centerpoint Advisors, LLC
    • Terence Condren, Senior Wealth Strategist, UBS Wealth Management
    • Derek Mohamed, Managing Director, Mohamed-Merola Wealth Management

Past events

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

Next Chapter Events

Latest News/Videos

OUR SPONSORS

We could not have quality programming without our sponsors!

ANNUAL SUMMIT HOST

GOLD SPONSOR

SILVER SPONSORS

BRONZE SPONSORS

Copyright XPX Global LLC | Terms-of-Use | Privacy-Policy