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              GROWTH. TRANSFER. LEGACY.

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XPX New England is a unique, inclusive environment for both owners and advisors to work collaboratively in an active exchange of knowledge where all parties benefit.

XPX New England is a tremendous organization where fellow advisors unlock the power of collaboration. Sure, I've renewed my membership year after year because I can trace key clients who've been referred by XPX members, but just as important are the trusted advisor relationships built over time, affording me the chance to be able to refer others with great confidence. XPX is a terrific community of like-minded professionals, all of whom can benefit by the education, networking, and opportunities to collaborate. I'm very grateful to be a member!

Trammel Martin,  Financial Advisor, UBS Private Wealth Management


We invite you to join our community of advisors as a member of xpx new england

You’ll be a good fit for our association if you:

·       Work directly with owners and/or senior managers of companies in the lower middle market (roughly $5-100 million in revenues)

·       Share the core XPX Principles (Work collaboratively, Put the client first, Think long term, Consider the human angle and Always be learning)

·       Are an experienced advisor in one of our 12 member professions (Accountants, Attorneys, Bankers, Coaches, Consultants, Insurance Providers, Investors, M&A Intermediaries, Non-profits, Valuators, Virtual Managers, Wealth Planners)

Membership is subject to approval to ensure that you are a good fit with our community in terms of the focus of your business and your fit with our values. Our membership application requires two references, with at least one of them being an active XPX member from an organization other than the applicant’s organization. 

Click to Apply Now!

membership benefits

Our membership benefits continue to grow as well, giving you an opportunity to be part of a vibrant community that is committed to build valuable businesses, and prepare and execute successful transitions. We’re happy to offer the following benefits:

  • Most events are complimentary with your membership
  • Special member rates to joint collaboration events
  • Bring business owners who are new to XPX NE to our regular monthly events at no cost
  • Bring four (4) first time registered guests (prospective members) per calendar year to an event at no cost
  • Power of three – a structured networking activity
  • Ambassador Program for first time members
  • Invitation to join Marketing, Membership, Events, Sponsorship or Finance Committees
  • Networking event in August and December
  • Member-only dinner in March
  • Profile on the website, that reaches across XPX Global and gives members greater exposure to all 10 chapters
  • Administrative Support to post information on the chapter website for each member
  • Opportunity to post your events and articles again with greater exposure to XPX Global and social media, a member driven activity
  • Post your blogs and content on the XPX website and social media
  • Access to our video library
  • Access to event videos in their full length for members only
  • Professional education and development through monthly meetings, special programs and events.


Pricing:

Boston Individual - Advisors and Business Owners Membership: $495/year 

Boston Individual - Emerging Professional (New or limited experience to the Exit Planning space) Membership: $195/year 

Boston Corporate (3 members maximum- must join at the same time) Membership: $985/year


Click to Apply Now!

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