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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. 

    • April 02, 2019
    • 4:00 PM - 6:30 PM
    • Sullivan & Worcester LLP, 1 Post Office Square, Boston, MA
    Register
    After a wonderful Summit, XPX is bringing that energy into our April 2nd event, Pre- and Post-Sale Wealth Planning Strategies. Join us for an interactive panel and informative discussion featuring professionals with expertise in wealth management, trust and 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
    Refreshments and light appetizers will be served. Business owners and advisors are encouraged to attend. Seating is limited, so register today.


      Thank you to our event sponsor:


    Past events

    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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