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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! 

    • February 19, 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 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 second 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)


    • March 05, 2020
    • March 19, 2020
    • 2 sessions
    • Five locations in the greater Boston area



    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 and Southwest of Boston 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: 

    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.

    • March 10, 2020
    • 1:00 PM - 7:00 PM
    • The Offices of Nutter McClennen & Fish LLP -155 Seaport Boulevard, Boston, MA
    Register



    XPX NEW ENGLAND SUMMIT 2020
    March 10, 2020 1:00 PM - 7:00 PM
    The Offices of Nutter McClennen & Fish LLP
    155 Seaport Boulevard, Boston, MA


    Join us at our 2020 Summit!

    We will spend the day with business owners and several PE firms to hear what each of their experiences were like during a sale process. No two sales are alike. Many challenges arise along the way. Many valuable lessons will be shared. Each panel will discuss a different stage of the sale process and measures you should consider to “Follow the Road to Success”.

    SCHEDULE:

    12:30 pm -  Check-In | Networking
     
    1:00 pm  -  Keynote Speaker 
    Jeff Mortimer, Director of Investment Strategy at BNY Mellon

     2:00 pm  -  Panel 1: Pre-Deal planning
    Panelists:
    Doug Elder, VP & GM of Optimal, a KKR portfolio co.
    Bob Emmert, Managing Partner at McCarthy Capital
    Andrew O’Brien, Former owner/operator of Package Supply

     3:30 pm  -  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

     4:30 pm -   Panel 3: Post the Deal
    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

     6:00 pm Network Reception

    Additional panelist to be confirmed.

    Registration for Members and Sponsors is open.

    Member and Sponsors are first to purchase full tables or half tables to this Member Event:

    Full Table of 10 for $1,875
    Half Table for $950 
    Other Summit Sponsorships are available for $2,500 which includes two tickets to the Summit and ½ page ad in the brochure.
    Individual New England Member $150

    No refunds or credits will be given for cancellations.

    If the Summit is not sold out, we will provide Individual non-member tickets for $200 on a first come first serve basis. Please consider becoming a member or sponsor to ensure you get to attend and participate in the discussion.

    THANK YOU TO OUR SUMMIT SPONSORS:

    Summit Host Sponsor:
    Nutter

    Summit Keynote Speaker Sponsor:
    BNY Mellon

    Summit Parking Sponsor:
    BDO

    Summit Lanyards Sponsor:
    RS Finance

    Summit Communication Sponsor:
    Dale Carnegie

    Summit Full Table Sponsors:

    Dunn Rush & Co.
    Middlesex Saving Bank

    Summit Half Table Sponsors:
    Centerpoint Advisors
    KLR
    Touchstone


    Click here to visit our website.

    • April 14, 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!


      Thank you to our event sponsor:


      • 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

    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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