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              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. 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 01, 2020
    • 12:00 PM
    • Virtual at Noon EDT, Login info sent upon registration
    Register


    PROGRAM FOR ALL IN OUR XPX COMMUNITY!


    During the crisis, we’ll be convening a virtual discussion at noon EDT each Wednesday.

    The format will be a rapid fire set of seven-minute updates from experts in our community. Our guests this week will share what they are seeing in: 

    When you register, please share any specific topics you'd like us to address in future meetings. We also welcome suggestions on thought leaders.  Feel free to contact Mary Adams

    • April 02, 2020
    • 5:15 PM
    • April 16, 2020
    • Five locations in the greater Boston area & One Seacoast (NH/ME) in Portland



    We have successfully created a Downtown XPX Meet-Up Casual Networking Group and we are expanding these to launch 128/Metro West, North Shore, South Shore, Southwest of Boston, and recently NEW Seacoast (NH/ME) XPX Meetup Groups. 

    • Metro Boston: North, South and West  and Seacoast (NH/ME) will meet on the 1st Thursday of  each month.
    • Boston and Southwest will meet on the 3rd Thursday of each month.

    What is an XPX Meet-Up?

    Professional advisors that work with business owners in the growth, transition, life and legacy stages getting together in a casual networking environment to meet new people and foster relationships in an unencumbered atmosphere. Designed to be totally casual and on a uniform day each month so you can leave a standing reminder on your calendar, either near your office or near your home, people drop-by whenever they can and stay as little or as long as they want.

    Features include…

    • Members, Non-Members, Business Owners, Colleagues and Friends Welcome
    • No Registration
    • No Name Tags
    • Email and Group Text Notifications and Reminders Only
    • No Commitment – Come if you can
    • No Cost – Other than your drinks or food
    • North Shore/South Shore and West Meet Ups are on the first Thursday of each month.
    • Boston and Southwest are on the 3rd Thursday of each month.
    • 5:15 PM to whenever – Why sit in traffic?
    • Local
    • Same Location each month
    • Business Community Building
    • Ready to have fun

    Questions? Please contact the regional organizers directly:

    Metro Boston North: Don Hause Legacy Real Estate Advisors
    Venue: 
    Mission on the Bay
    141 Humphrey St.
    Swampscott, MA 
    Come as early as 5:15 PM
    Meets on the 1st Thursday of each month.

    South: James Moniz Core Business Group 
    Venue: The Fours Restaurant and Sports Bar  
    285 Washington St.
    Norwell MA
    Come as early as 5:15 PM
    Meets on the 1st Thursday of each month.

    WestRyan Gass Cambridge Trust
    Venue: Paddy’s Public House
    95 Elm Street
    West Newton, MA
    Come as early as 5:15 PM
    Meets on the 1st Thursday of each month.

    Seacoast: Blake Poole, Bernstein or
    Linda Varrell, Broadreach 
    Venue: TIQA
    327 Commercial Street
    Portland, ME
    Come as early as 5:00 PM
    Meets on the 1st Thursday of each month.


    Boston: David Poulin RBC Wealth Management
    Venue: Carrie Nation
    11 Beacon Street
    Boston, MA 
    Come as early as 5:15 PM
    Meets on the 3rd Thursday each month.

    Southwest: Trammel Martin UBS Private Wealth 
    Venue: Not Your Average Joe's
    70 University Ave
    Westwood, MA 
    Come as early as 5:15 PM
    Meets on the 3rd Thursday each month.

    • April 07, 2020
    • 9:00 AM
    • April 14, 2020
    • 9:00 AM
    • Virtual event. Please register to receive log-in info
    Register



    XPX NEW ENGLAND VIRTUAL SUMMIT 2020 VIEWING

    XPX New England is providing a open sneak week of videos from its recent Summit during a one week period. After that, it will be accessible to XPX Members only. As always, this was a powerful set of content about the full cycle of private companies before, during and after a transition. 

    Hear from business owners and several PE firms about their experiences during a sale process. No two sales are alike. Many challenges arise along the way. Many valuable lessons were shared. Each panel will discuss a different stage of the sale process and measures you should consider to “Follow the Road to Success”.

    SCHEDULE:

    Videos will be released once a day. Please register to receive a link each day when the full video is released. 

    Tuesday April 7 
    Keynote Speaker 
    Leo Grohowski, Chief investment Officer of BNY Mellon Wealth Management

    Wednesday April 8

    Panel 1: Pre-Deal planning
    Panelists:
    Doug Elder, VP & GM of Optimal, a KKR portfolio co.
    Bob Emmert, Managing Partner at McCarthy Capital
    Jeff Freedman, Founder and CEO of Small Army
    Andrew O’Brien, Former owner/operator of Package Supply


    Thursday April 9

    Panel 2: During the Deal
    Panelists:
    John Coughlin, Former CEO of Advanced Instrument 
    Carl Forsythe, Former CEO of Globe Composite Solutions  
    Christina Pai, Partner with Fort Point Capital

    Friday April 10 

    Panel 3: Post-Deal Considerations
    Panelists:
    Hal Charnley, Vice Chairman at The Grommet and Trux; Principal Boston Harbor Capital
    Paul LaFerriere & Dorrie Parini, Former Co-Founders and Co-Owners of Custom Learning Design Inc.
    Peter Sullivan, Former CEO of Accurate Fasteners

     5:30 pm Town Hall – all panel members take audience questions

     

    THANK YOU TO OUR SUMMIT SPONSORS:

    Summit Host Sponsor:
    Nutter

    Summit Keynote Speaker Sponsor:
    BNY Mellon Wealth Management

    Summit Parking Sponsor:
    BDO

    Summit Lanyards Sponsor:
    RS Finance

    Summit Communication Sponsor:
    Dale Carnegie

    Summit Full Table Sponsors:

    Dunn Rush & Co.
    Middlesex Saving Bank  
    Mohamed-Merola Wealth Management

    Summit Half Table Sponsors:
    AAF CPAs
    Centerpoint Advisors
    CEO Roundtable
    Citrin Cooperman

    KLR

    Mirus Capital
    The Provident Bank
    Touchstone


    Click here to visit our website.

    • April 08, 2020
    • 12:00 PM
    • Virtual at noon EDT, Login info sent upon registration
    Register


    PROGRAM FOR ALL IN OUR XPX COMMUNITY!


    During the crisis, we’ll be convening a virtual discussion at noon EDT each Wednesday.

    The format will be a rapid fire set of seven-minute updates from experts in our community about topics such as:

    • Employment law implications of the latest legislation from Washington
    • Dealing with lenders and investors
    • How to preserve corporate value in this crisis
    • Supply chain outlook
    • Stakeholder communications
    • And many more....

    When you register, please share any specific topics you'd like us to address in this and future meetings. We also welcome suggestions on thought leaders.  Feel free to contact Mary Adams

    • April 15, 2020
    • 11:00 AM - 11:30 AM
    • Virtual - you'll receive call-in instructions upon registering
    Register

    Welcome to XPX!

    Please join us at this quick monthly web meeting with other new 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 resources (especially our private video library) with your clients
    • 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)


    • May 12, 2020
    • 4:00 PM - 6:30 PM
    • Sullivan & Worcester LLP, 1 Post Office Square, Boston, MA

    Stay tuned - details to come soon!

    • June 09, 2020
    • 11:30 AM - 1:30 PM
    • McLane Middleton P.A, Trade Center 128, 7th Floor (Suite 7600), Woburn MA

    Save the date- details to come!


    • July 14, 2020
    • 4:30 PM - 6:30 PM
    • TBD
    • 60

    Save the date!

Past events

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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