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  • Exit Planning Exchange
Exit Planning Exchange
Jan
14

XPX Greater Boston Panel: Navigating Interest Rate Changes and Political Shifts in 2025

Details

Date & Time

Tue, Jan 14th, 2025 ⋅ 11:00am - 1:00pm (EDT)

Location

McLane Middleton, 300 Trade Center Dr #7000, Woburn, MA 01801

Tickets

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

Registrants

55 people attended
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Kyle Scandore of McLane Middleton, P.A. is a member of XPX Greater Boston
MD
John Malone of Business Improvement Group, LLC is a member of XPX Greater Boston
Gregory Chin of EisnerAmper is a member of XPX Greater Boston
+50

Join us for a discussion on the impact of a new administration on Business Owners and Deal Flow.


Our Speakers:


Andrew Crain

Partner
Mirus Capital Advisors

Andy Crain is an investment banker at Mirus Capital Advisors, providing M&A advisory services to owners of industrial, consumer, business services, healthcare, and technology companies throughout New England and nationwide. He has advised founder- and family-owned businesses for 20 years, completing more than 50 transactions with aggregate value over $2 billion.

Andy previously served as fifth-generation owner and CEO of his family’s food manufacturing business, and began his career as a corporate attorney at Foley Hoag LLP. He is a graduate of Williams College and the University of Michigan Law School, a FINRA-registered General Securities Principal, and a Grammy Award-winning singer in the Tanglewood Festival Chorus.



Derek Mohamed

Managing Director & Wealth Partner
J.P. Morgan

Derek Mohamed is a Managing Director and Wealth Partner with J.P. Morgan in Boston, where he leads a practice focused on providing family-office style private wealth services for entrepreneurs and business owners and their families, with a focus on exit planning. He is a Certified Private Wealth Advisor (CPWA) and a Certified Exit Planning Advisor (CEPA). He has been one of the Forbes magazine top wealth advisors in Massachusetts for many years and his team has also been named as one of the top wealth management teams in Massachusetts as well.



James Turner

Founder & CEO
5th|Line

Started an entrepreneurial career with an e-commerce business out of his college apartment. After selling off the business upon graduation he spent some time in the stock market trading options. Realizing his true interest in the field of growing businesses, he shifted to starting to work with companies looking to accelerate their growth. Over the last 6 years James has managed over $250MM in client transactions, advising over 50 companies in securing alternative capital solutions for their companies. Today James is charged with leading development & execution of the firm's vision, driving growth in overall sales & business development.

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.
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
Kyle Scandore of McLane Middleton, P.A. is a member of XPX Greater Boston
Kyle Scandore
McLane Middleton, P.A.
MD
Mark Diebus
Middlesex Savings Bank
John Malone of Business Improvement Group, LLC is a member of XPX Greater Boston
John Malone
Business Improvement Group, LLC
Gregory Chin of EisnerAmper is a member of XPX Greater Boston
Gregory Chin
CohnReznick LLP
Gregory Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Gregory Rush
Dunn Rush & Co. LLC
SP
Slayton Purcell
Rockland Trust
Rick Weed of SES ESOP Strategies is a member of XPX Greater Boston
Rick Weed
SES ESOP Strategies
Sarah Grossman of Baystate Business Brokers is a member of XPX Greater Boston
Sarah Grossman
Baystate Business Brokers
Paul Cronin of Touchstone Advisors is a member of XPX Greater Boston
Paul Cronin
TPY
Boris Nusinov of Rockland Trust is a member of XPX Greater Boston,
Boris Nusinov
Rockland Trust
Jeff Rolke of GoldCoast Mortgage Services is a member of XPX Greater Boston
Jeff Rolke
GoldCoast Mortgage Services
Andreas Hirsemann of Atlantic Union Bank is a member of XPX Greater Boston
Andreas Hirsemann
Sandy Spring Bank
Kent Gregoire of Symphony Advantage Inc is a member of XPX Greater Boston
Kent Gregoire
Symphony Advantage Inc
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
The Executive Suite
John Weeks of Focus Partners Wealth is a member of XPX Greater Boston
John Weeks
The Colony Group
Ryan Goral of G-Spire Group is a member of XPX Greater Boston
Ryan Goral
G-Spire Group
Scott Loring of Cooperative Coaching & Mediation is a member of XPX Greater Boston
Scott Loring
Cooperative Coaching & Mediation
David Poulin of RBC Wealth Management is a member of XPX Greater Boston
David Poulin
RBC Wealth Management
Marc Scribi of BerryDunn is a member of XPX Greater Boston
Marc Scribi
BerryDunn
Rick McDonald of Exit The FamilyBusiness is a member of XPX Greater Boston
Rick McDonald
Exit The Family Business, LLC.
JM
John McGourty
CFG / MassMutual
IA
Indrika Arnold
The Colony Group
PM
Phillip Murphy
Rockland Trust
Aaron Naisbitt of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Aaron Naisbitt
Dunn Rush & Co. LLC
PS
Paul Schmid
ArentFox Schiff LLP
Kate Soto of Mirus Capital Advisors is a member of XPX Greater Boston
Kate Soto
Mirus Capital Advisors
MM
Matt Modlish
M&T Bank
AK
Armen Krmzian
Bank of America
RD
Robert Desrosiers
Varney Agency
RB
Ryan Bowler
Dunn Rush & Co. LLC
Jonathan Bello of One 8 Solutions, LLC is a member of XPX Greater Boston
Jonathan Bello
One 8 Solutions, LLC
Alexander Powell of Northern Trust is a member of XPX Greater Boston
Alexander Powell
Northern Trust
Gregory Caswell of Caswell Advisory Group is a member of XPX Greater Boston
Gregory Caswell
Caswell Advisory Group
KM
Kristen Miale
Caswell Advisory Group
Derek Mohamed of Mohamed-Merola Wealth Management is a member of XPX Greater Boston
Derek Mohamed
Mohamed Merola Private Wealth at J.P. Morgan
SS
Sam Seekins
Goldman Sachs
AT
Ames Tardio
Morgan Partners
Trammel Martin of UBS Financial Services is a member of XPX Greater Boston
Trammel Martin
UBS Financial Services
MC
Mike Camarro
Exit-Boston, Mergers & Acquisitions
Matthew Slaney of FinArc Investments, Inc. is a member of XPX Greater Boston
Matthew Slaney
FinArc Investments, Inc.
AB
Alex Biega
Wincove Private Holdings
EP
Erik Pelletier
Merrill Lynch Wealth Management
MR
Michael Radin
Tarlow, Breed, Hart & Rodgers P.C.
EI
Evan Israelson
Bank of America
James Turner of 5th Line is a member of XPX Greater Boston
James Turner
5th Line
Andrew Crain of Mirus Capital Advisors is a member of XPX Greater Boston
Andrew Crain
Mirus Capital Advisors
AF
Alan Fullerton
Mirus Capital Advisors
LW
Louise Wager
BNY Mellon
IL
Ian Laclair
N/A
JA
Julie Alig
JLA Analytics, LLC
JC
Jason Carosi
Berkshire Bank
Rich Weiner of AAFCPAs is a member of XPX Greater Boston
Rich Weiner
AAFCPAs
LV
Lars Vaule
Pilotage Partners LLC