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EVENTS

Upcoming events

    • September 26, 2017
    • 4:30 PM - 6:30 PM
    • Trillium Brewing Company, 110 Shawmut Rd., Canton, MA
    • 0

    Sorry, but this event is now sold out. You can join the waitlist and we will send you an email when additional spaces become available.

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    EVENT IS SOLD OUT.  

    DUE TO VENUE CAPACITY RESTRICTIONS, WALK-INS WILL NOT BE ACCEPTED ON THIS DAY.


    What’s hoppy, roasted, and in a flurry of M&A activity? Craft Beer! 

    Craft beer is one of the fastest growing industries in New England, making Trillium Brewing Company the perfect backdrop for mixing and mingling with Boston’s top business advisors. This meet and greet style networking event is open to members and nonmembers alike.

    As we enter our 11th year as a chapter, we’re excited to welcome new friends and colleagues, business owners and advisors alike, to join us in celebrating this milestone.

    XPX NE welcomes the members of Norfolk & Plymouth Estate and Business Planning Council (NPECP), with whom we have forged a newly minted partnership to benefit our respective membership and expand our knowledge exchange with new connections and friends.

    Hors d’oeuvres will be served. Cash bar.

    So, invite a friend and say cheers to XPX New England! Registration is capped at 60, so RSVP today!

    • October 24, 2017
    • 4:00 PM - 6:30 PM
    • Sullivan & Worcester LLP, 1 Post Office Square, Boston, MA

    The XPX New England 2017-2018 season officially kicks off October 24 in Boston, and we hope you will join us!

    Fall is primetime for business owners and advisors to plan for the upcoming year, which is why we’ve assembled a panel of top-notch experts to help you make 2018 your best year ever, including:

    • A discussion of the Massachusetts region’s economic outlook for 2018 delivered by Rick Lord, President and CEO of Associated Industries Massachusetts (AIM)
    • Guidance on timing for getting started with the exit planning process from Laura Kevghas, past XPX New England President and President of Seed to Harvest LLC
    • The wealth planning “Must-Dos” every business owner needs to know before an exit from Trammel Martin, Account Vice President at UBS Private Wealth Management

    Moderated by Keith Boudreau, Partner at Newport Board Group, and hosted by XPX New England Bronze sponsor Sullivan & Worcester LLP, this event is sure to fill up fast! Seating is limited, so register today!

    Meet The Experts


    Rick Lord
    President and CEO
    Associated Industries of Massachusetts

    Associated Industries of Massachusetts (AIM) is a community of more than 4,500 Massachusetts employers working together to create public policy that supports economic opportunity and job growth. AIM works on issues that affect every employer in Massachusetts, from multinational financial services firms to small manufacturing companies, from innovative software startups to the corner grocery store.


    Laura Kevghas
    President
    Seed to Harvest LLC

    Laura’s career in M&A has spanned both sides of the negotiating table, with 20 years working as an M&A advisor for business owners who are selling their company, and 10 years in the middle of her career traveling around the world buying businesses as the leader of corporate development for a  private equity-owned B2B media company.  Her experience as both a buyer and a seller has given Laura a unique understanding of how buyers approach acquisitions and how best to position her sell-side clients to be attractive acquisition candidates.


    Trammel Martin
    Account Vice President
    UBS Private Wealth Management – The Sanders Martin Group

    Building on its history of over 150 years, UBS is committed to bringing its global resources to bear on the portfolios of high net worth individuals to help them pursue their wealth management goals. Today, as the world’s largest wealth manager, UBS is strongly positioned to help clients address the realities of the global economy and their sophisticated needs.


    Keith Boudreau (Moderator)
    Partner
    Newport Board Group

    Newport Board Group is a unique national professional services firm of CEOs, senior executives and board directors. We serve emerging growth and entrepreneurial middle market companies and their private equity investors.

    Keith's experience in business and professional services spans 30 years across functions and industries. He has been president of operating divisions in 4 different Fortune 500 companies, with equal time spent in sales/marketing roles as well as COO and other strategic leadership responsibilities.


    Thank you to our event sponsor:




Past events

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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