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  • Exit Planning Exchange
Exit Planning Exchange
Apr
09

XPX Greater Boston - Would you buy your business?

Details

Date & Time

Tue, Apr 9th, 2024 â‹… 11:30am - 1:30pm (EDT)

Location

McLane Middleton, 300 Trade Center, 7th Floor, Woburn, MA

Tickets

Greater Boston Members
$0.00
Non-Members Regular Fee
$95.00
Non-Members Same Day/Walk-in Fee
$105.00
Other XPX Chapter Members Regular Fee
$65.00
Other XPX Chapter Members Same Day/Walk-in Fee
$75.00
Guests

Registrants

57 people attended
Trammel Martin of UBS Financial Services is a member of XPX Greater Boston
Gregory Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston
John Malone of Business Improvement Group, LLC is a member of XPX Greater Boston
Danny Lattanzi ChFC®, SE-AWMA™ of The Weber Group at Merrill Lynch Wealth Management is a member of XPX Greater Boston
ZT
+52

Join us for a Fireside chat with Greg Rush and Trammel Martin reviewing critical considerations for owners as they ponder selling their business.

Event Pricing:

Non-Members: $95.00 
Non-Members Same Day/Walk-In Fee: $105.00

Other XPX Chapter Members: $65.00 
Other XPX Chapter Members Same Day/Walk-In Fee $75.00

XPX Greater Boston Members in good standing are complimentary, so join Today!

First Time Guest:  Complimentary pass to a first XPX event.  Greater Boston member  referral is required. Member (NOT GUEST) must email angie@exitplanningexchange.com to register a FIRST TIME guest.

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  The sale is final after the 72 hour deadline. We are unable to issue a credit towards another meeting. This registration is not transferable to another individual - no substitutes please.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Trammel Martin of UBS Financial Services is a member of XPX Greater Boston
Trammel Martin
UBS Financial Services
Gregory Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Gregory Rush
Dunn Rush & Co. LLC
John Malone of Business Improvement Group, LLC is a member of XPX Greater Boston
John Malone
Business Improvement Group, LLC
Danny Lattanzi ChFC®, SE-AWMA™ of The Weber Group at Merrill Lynch Wealth Management is a member of XPX Greater Boston
Danny Lattanzi
The Weber Group at Merrill Lynch Wealth Management
ZT
Zachary Taylor
Blue Herring LLC
BM
Brayden Minahan
Welch & Forbes Private Wealth Management
MC
Melissa Cilmi
Merrill Lynch
Scott Loring of Cooperative Coaching & Mediation is a member of XPX Greater Boston
Scott Loring
Cooperative Coaching & Mediation
RC
Rick Clemon
Clemon Consulting
AK
Armen Krmzian
Bank of America
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
Rutherford Advisors, Inc.
Boris Nusinov of Rockland Trust is a member of XPX Greater Boston,
Boris Nusinov
Rockland Trust
TS
Troy Scarbrough
OceanFirst Bank
Paul Cronin of Touchstone Advisors is a member of XPX Greater Boston
Paul Cronin
True North Advisors Group, LLC
Lynn Schade of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Lynn Schade
Middlesex Savings Bank
PO
Paul Oliveira
KLR
JC
Joe Carew
KLR
JB
John Brice
Bay State Business Brokers
John Bobbin of Cambridge Savings Bank is a member of XPX Greater Boston
John Bobbin
Cambridge Savings Bank
Sarah Grossman of Baystate Business Brokers is a member of XPX Greater Boston
Sarah Grossman
Baystate Business Brokers
Kent Gregoire of Symphony Advantage Inc is a member of XPX Greater Boston
Kent Gregoire
Symphony Advantage Inc
Flo Servan of APM is a member of XPX
Flo Servan
APM
JD
John Dwyer
TD Bank
DC
Dan Corcoran
MCRC
RG
Ryner Gorowsky
MD
Michael Dimuccio
Bank of America Private Bank
William Rodgers of Tarlow Breed Hart & Rodgers, PC is a member of XPX Greater Boston
Bill Rodgers
Tarlow Breed Hart & Rodgers, PC
RW
Rick Weed
SES ESOP Strategies
SV
Stephen Vesey
Exit The Family Business
Erin O'Leary of BayState Business Brokers is a member of XPX Greater Boston
Erin O'Leary
BayState Business Brokers
Rick McDonald of Exit The FamilyBusiness is a member of XPX Greater Boston
Rick McDonald
Exit The Family Business, LLC.
Aaron Naisbitt of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Aaron Naisbitt
Dunn Rush & Co. LLC
David Poulin of RBC Wealth Management is a member of XPX Greater Boston
David Poulin
RBC Wealth Management
Beth Chea of Transworld Business Advisors of Boston is a member of XPX Greater Boston
Beth Chea
Transworld Business Advisors of Boston
PS
Paul Schmid
Arent Fox LLP
Jack Finning of AAFCPAs is a member of XPX Greater Boston
Jack Finning
AAFCPAs
RS
Robert Schildkraut
Falcon Management LLC
MD
Mark Diebus
Middlesex Savings Bank
RA
Robert Arone
Orsi Arone Rothenberg
AL
Allison Lane
Orsi Arone Rothenberg
RB
Ryan Bowler
Dunn Rush & Co. LLC
NS
Noah Schlesinger
AllianceBernstein
GS
Gerald Sherman
MC
Martin Croyle
Croyle Financial Consulting, LLC
KB
Karen Bradford
KLR Executive Search Group
LS
Lawrence Siff
Neptune Advisors & C Level Community
Alexander Powell of Northern Trust is a member of XPX Greater Boston
Alexander Powell
Northern Trust
Rudy Scarito of RS Finance & Consulting, LLC is a member of XPX Greater Boston
Rudy Scarito
RS Finance & Consulting, LLC
RK
Richard Katzman
Pathway Advisors
Kate Soto of Mirus Capital Advisors is a member of XPX Greater Boston
Kate Soto
Mirus Capital Advisors
PB
Peter Baty
SWCA
MB
Mike Bowden
Bay Farm Advisory
CM
Caayla Mitchell
Bank of America
JD
John Denave
Gordon Brothers
EP
Evan Pedi
Salem Five Bank
PC
Patrick Carey
Bridgepoint Consulting
RK
Richard Katzman
Pathway Advisors