System Notice: Our system is currently experiencing issues.Learn more
Loading...

We are currently working on improvements to loading speeds and overall site appearance. You may notice temporary changes as we roll out updates, but these adjustments are intended to enhance your experience.
Fri, September 19, 2025
If you experience any difficulties registering for an event, please contact us right away so we can assist you with a manual registration. Contact our Chapter Operations Lead
Wed, September 24, 2025

  • Home
  • Find an Advisor
  • Advisor Resource Center
  • Chapters
    • Find a Chapter
      • Atlanta
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Radio Show
        • Expo
      • Austin
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Charlotte
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Chicago
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Cleveland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Dallas
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • DC Metro
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Denver
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Fairfield County
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Greater Boston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Hartford
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Hawaii
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Houston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Long Island
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Maryland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Nashville
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New Jersey
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New York
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Northern California
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Philadelphia
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • San Antonio
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Tri-State
        • Events
        • Join
        • News
        • Summit
      • Triangle
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • The Generational Shift In Business
    • Chapters in Development
      • Miami
      • Phoenix
      • Utah
    • Start a Chapter
    • Emerging Professionals
  • Knowledge Exchange
  • New & Upcoming
    • What’s New
    • National Calendar
  • About XPX
    • About
    • Advisor Principles
    • F.A.Q.s
  • Contact
    • Contact
    • Help
  • Login
    Sign up

    © 2025 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
May
13

XPX Greater Boston 2025 Summit

Details

Date & Time

Tue, May 13th, 2025 ⋅ 11:30am - 7:00pm (EDT)

Location

Nutter McClennen & Fish LLP - 155 Seaport Blvd, Boston, MA 02210

Tickets

(1) XPX Greater Boston Members Early Bird Rate (through 4/1/25)
$135.00
(2) XPX Greater Boston Emerging Professionals Early Bird Rate (through 4/1/25)
$110.00
(3) XPX Chapter Network Member Early Bird Rate (through 4/1/25)
$150.00
(4) Non-Members Early Bird Rate (through 4/1/25)
$160.00
(5) XPX Greater Boston Members Regular Fee
$150.00
(6) XPX Greater Boston Emerging Professionals Regular Fee
$125.00
(7) XPX Chapter Network Member Regular Fee
$165.00
(8) Non-Members Regular Fee
$175.00
(9) XPX Greater Boston Board/ Committee
$125.00
Guests

Registrants

152 people attended
RW
MG
Sarah Grossman of Baystate Business Brokers is a member of XPX Greater Boston
BM
SH
+147

XPX 2025 SUMMIT IS SOLD OUT!

Once again, we have been blown away by the enthusiasm people have for next week’s Summit! Unfortunately, we have reached full capacity for our space. As a result, we are no longer able to accept additional registrations or walk-ins on the day of the event.

We appreciate your understanding and encourage you to stay tuned for announcements about our next in-person event. We look forward to welcoming you then!

May 13, 2025

Nutter McClennen & Fish LLP, Boston MA


We are excited to announce that registration is open for the 2025 XPX Summit. Our pinnacle annual event is scheduled for May 13th, beginning at 11:30 am with lunch. With Nutter again serving as our gracious host, we have lined up an incredible group of speakers using a mix of session formats (e.g., fireside chats, "ted talk", panel, etc.). Program agenda and further information to follow soon. 


Agenda:

Check In & Networking Lunch
11:30am - 12:30pm 

Welcome and Introductions
12:30pm – 1:00pm 

Session 1
1:00pm
“Views from Washington” Political Update
 

Session 2
1:45pm – 2:30pm
State of the M&A Market
 

Networking Break
2:30pm – 3:00pm 

Session 3
3:00pm – 3:45pm
“How advisors can work together for better outcomes”

Session 4

3:45pm – 4:30pm
“How are advisors leveraging AI today?” TED Talk

Closing Speaker
4:30pm – 5:00pm
Economic Update
Sponsor:  Mohamed Merola Private Wealth (JP Morgan)

Networking Reception
5:00pm – 7:00pm

Early Registration Fees (through 4/1/25):

XPX Greater Boston Chapter Members - $135.00
XPX Greater Boston Emerging Professionals Members- $110.00
XPX Chapter Network Members - $150.00
Non-Members - $160.00

Regular Registration Fees (4/2/25-5/12/25):

XPX Greater Boston Chapter Members - $150.00
XPX Greater Boston Emerging Professionals - $125.00
XPX Chapter Network Members - $165.00
Non-Members - $175.00

A $25.00 Same Day (5/13/25) will be applied to the above fees. Please register early.

No refunds or credits will be given for cancellations.  This registration is not transferable to another individual - no substitutes please.

Make XPX Part of Your Business Plans
Attend an event
Join a chapter
Start a chapter
Find an advisor
Explore
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
Learn
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
Account
  • Login
  • Sign Up
  • Login
  • Sign Up
Connect
  • Contact
  • Become A Sponsor
  • Contact
  • Become A Sponsor
Help & Support
  • Help
  • Help
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map

© 2025 XPX Global LLC.          Privacy Policy         Norms & Principles          Site Map           Terms of Use

Paper-plane Linkedin Youtube

© 2025 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
RW
Rick Weed
SES ESOP Strategies
MG
Marc Gillette
Fred C. Church/Assured Partners
Sarah Grossman of Baystate Business Brokers is a member of XPX Greater Boston
Sarah Grossman
Baystate Business Brokers
BM
Brayden Minahan
Wilmington Trust
SH
Sarah Hammer
Trivest
Stephen McGee of Bigelow LLC is a member of XPX Greater Boston
Stephen McGee
Bigelow LLC
ZT
Zachary Taylor
Blue Herring LLC
JV
Jonathan Vogt
KeyBank
LS
Leanne Scott
Baker Newman Noyes
John Malone of Business Improvement Group, LLC is a member of XPX Greater Boston
John Malone
Business Improvement Group, LLC
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
The Executive Suite
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
WW
William Wilcoxson
Osage Advisors
RC
Rick Clemon
Clemon Consulting
EH
Elliot Herman
Edelman Financial Services LLC
KM
Kevin McAuliffe
Fiduciary Trust Company
SD
Suzanne Dwyer
MCRC
Gregory Chin of CohnReznick LLP is a member of XPX Greater Boston
Gregory Chin
CohnReznick LLP
PA
Peter Allison
Chenmark
KF
Kevin Felton
US CFO's
MQ
Matthew Quinn
Key Bank
AS
Andy Sherman
Apex Growth Advisors
DS
Daniela Spanos
Wiggin and Dana LLP
Paul Cronin of Touchstone Advisors is a member of XPX Greater Boston
Paul Cronin
Touchstone Advisors
Louise Roussel of KeyBank is a member of XPX Greater Boston
Louise Roussel
KeyBank
David Poulin of RBC Wealth Management is a member of XPX Greater Boston
David Poulin
RBC Wealth Management
Kristin McKenna of Darrow Wealth Management is a member of XPX Greater Boston
Kristin McKenna
Darrow Wealth Management
Jonathan Bello of One 8 Solutions, LLC is a member of XPX Greater Boston
Jonathan Bello
One 8 Solutions, LLC
LW
Louise Wager
BNY Mellon
Kate Soto of Mirus Capital Advisors is a member of XPX Greater Boston
Kate Soto
Mirus Capital Advisors
AS
Angela Spears
Genuine Business Advisors
JG
John Gleason
Genuine Business Advisors
Matthew Slaney of FinArc Investments, Inc. is a member of XPX Greater Boston
Matthew Slaney
FinArc Investments, Inc.
KS
Ken Schaefer
Business Transition Strategies
Hank Beresin of First Street Business Brokers is a member of XPX Greater Boston
Hank Beresin
First Street Business Brokers
James Brooks of Robust Flow Operations, LLC is a member of XPX Greater Boston
James Brooks
Robust Flow Operations, LLC
Megan Kearney of Exit Factor Lexington (Boston Metro West) is a member of XPX Greater Boston
Megan Kearney
Exit Factor Lexington (Boston Metro West)
Rich Weiner of AAFCPAs is a member of XPX Greater Boston
Rich Weiner
AAFCPAs
MD
Mark Diebus
Middlesex Savings Bank
Gregory Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Gregory Rush
Dunn Rush & Co. LLC
Rudy Scarito of RS Finance & Consulting, LLC is a member of XPX Greater Boston
Rudy Scarito
RS Finance & Consulting, LLC
Danny Parenteau of Morgan Stanley is a member of XPX Greater Boston
Danny Parenteau
Morgan Stanley
Karin Gregory of Blue Highway Capital is a member of XPX Greater Boston
Karin Gregory
Blue Highway Capital
Boris Nusinov of Rockland Trust is a member of XPX Greater Boston,
Boris Nusinov
Rockland Trust
Lew Segall of Sullivan & Worcester LLP is a member of XPX Greater Boston
Lew Segall
Sullivan & Worcester LLP
CP
Carmen Posteraro
Salem Five Bank
John Weeks of Focus Partners Wealth is a member of XPX Greater Boston
John Weeks
The Colony Group
Trammel Martin of UBS Financial Services is a member of XPX Greater Boston
Trammel Martin
UBS Financial Services
Ramsey Goodrich of Carter Morse & Goodrich is a member of XPX Tri-State
Ramsey Goodrich
Carter Morse & Goodrich
John Bobbin of Cambridge Savings Bank is a member of XPX Greater Boston
John Bobbin
Cambridge Savings Bank
MS
Marshall Sugarman
TD Bank
Gabrielle Jenkins of Waypoint Growth Advisors is a member of XPX Greater Boston
Gabrielle Jenkins
Waypoint Growth Advisors
PC
Peter Costa
Carter Morse & Goodrich
SS
Sam Seekins
Goldman Sachs
NS
Noah Schlesinger
AllianceBernstein
PC
Peter Cifichiello
Bowditch & Dewey, LLP
JH
Jack Heintzelman
Boston Wealth
J(
Julie (chevalier) Sauriol
AAFCPAs
DL
David Lapergola
M&T Bank
KZ
Kelly Zack
AAFCPAs
EP
Evan Proulx
AAFCPAs, Inc.
DS
Dan Cpa Seaman
AAFCPAs
RS
Reed Smith
Brown Brothers Harriman & Co.
BB
Brian Beneduce
Bernstein Private Wealth Management
MB
Marc Berthiaume
Mainstay Technologies
KC
Kyle Charlot
Brown Brothers Harriman
Allie Flood of Brown Brothers Harriman is a member of XPX Tri-State
Allie Flood
Brown Brothers Harriman
Joshua French of Nutter McClennen & Fish is a member of XPX Greater Boston
Joshua French
Nutter McClennen & Fish LLP
AK
Armen Krmzian
Bank of America
MD
Michael Dimuccio
Bank of America Private Bank
MC
Michael Camarro
Exit Boston, Mergers & Acquisitions
AR
Allison Robinson
Brown Brothers Harriman
Philip Dytko of Brown Brothers Harriman is a member of XPX Greater Boston
Philip Dytko
Brown Brothers Harriman
William Rodgers of Tarlow Breed Hart & Rodgers, PC is a member of XPX Greater Boston
William Rodgers
Tarlow Breed Hart & Rodgers, PC
MR
Michael Radin
Tarlow, Breed, Hart & Rodgers P.C.
JP
Jessie Pyne
The Pyne Group, LLC
Michael Oleksak is a member of XPX
Michael Oleksak
XPX Global, LLC
Paul Sapiro of UBS is a member of XPX Hartford
Paul Sapiro
UBS
DC
Dan Corcoran
MCRC
JA
Julie Alig
JLA Analytics, LLC
AH
Andreas Hirsemann
Sandy Spring Bank
CW
Caleb White
CFAR
LV
Lars Vaule
Pilotage Partners LLC
DS
Daniel Shea
Bernstein Private Wealth Management
Gregory Caswell of Caswell Advisory Group is a member of XPX Greater Boston
Gregory Caswell
Caswell Advisory Group
KM
Kristen Miale
Caswell Advisory Group
KD
Kelly Dutremble
Analog Devices
TS
Thomas Spiegel
Provident Healthcare Partner
JB
Jennifer Buco
Insperity
MK
Meghan Kelly
Nutter McClennen & Fish LLP
Ellie Myers of Nutter McClennen & Fish LLP is a member of XPX Greater Boston
Ellie Myers
Nutter McClennen & Fish LLP
AF
Alan Fullerton
Mirus Capital Advisors
Andrew Crain of Mirus Capital Advisors is a member of XPX Greater Boston
Andrew Crain
Mirus Capital Advisors
GF
Greg Fanikos
Mirus Capital Advisors
MY
Mark Young
Mirus Capital Advisors
RB
Ryan Bowler
Dunn Rush & Co. LLC
Aaron Naisbitt of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Aaron Naisbitt
Dunn Rush & Co. LLC
Philip English is a contact of XPX
Philip English
ARENTFOX SCHIFF LLP
Alexander Powell of Northern Trust is a member of XPX Greater Boston
Alexander Powell
Northern Trust
SK
Sam Kaplan
Griffin Financial Group
RL
Robert Look
Middlesex Savings Bank
JG
Jeffrey Glashow
Middlesex Savings Bank
JD
Jim Deleo
Gray, Gray & Gray, LLP
MH
Mark Henry
Citrin Cooperman
DM
David Musto
Exit Factor
GD
Greg Desimone
Catapult Advisory Group
Lynn Schade of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Lynn Schade
Dunn Rush & Co. LLC
SU
Shalini Urankar
IkigAI Advisory
TD
Todd Davock
Carandsea3, LLC
JK
Jonathan Kasen
Shaker Valley Capital Partners
RP
Ron Peik
Alpine Environmental
WG
Warren Green
True North Advisors Group
AB
Alex Biega
Wincove Private Holdings
WA
Walter Abbott
CS
Carrie Seligman
Bank of America
DP
Daniel Paris
Bank of America Private Bank
Leland Mindnich of J.P. Morgan Private Wealth is a member of XPX Greater Boston
Leland Mindnich
J.P. Morgan
Derek Mohamed of Mohamed-Merola Wealth Management is a member of XPX Greater Boston
Derek Mohamed
J.P. Morgan
Brian Kelleher of Mohamed-Merola Private Wealth at JP Morgan is a member of XPX Greater Boston
Brian Kelleher
JP Morgan
Justin Merola of Mohamed-Merola Wealth Management is a member of XPX Greater Boston
Justin Merola
JP Morgan
RT
Ryan Tracey
Highland Advisory Group
CM
Chris Martinson
BNY Mellon
BM
Brien Moriarty
BNY Wealth
MC
Mike Curran
BNY Wealth
AF
Adam Fazzini
BNY Wealth
Ari Weber of The Weber Group at Merrill Lynch Wealth Management is a member of XPX Greater Boston
Ari Weber
The Weber Group at Merrill Lynch Wealth Management
JL
Jeffrey Levin
KLR
JL
Juan Lopez
CFO Centre
BD
Bob Dunn
GF Data
Ryan Goral of G-Spire Group is a member of XPX Greater Boston
Ryan Goral
G-Spire Group
AJ
Amanda Jackson
SRS Acquiom
AM
Andrew Murphy
RSM US
DB
Dave Barbato
GS
Gordie Spater
Katahdin Group
SB
Samuel Benigno
Bank of America
Henry Myers of UBS is a member of XPX Greater Boston
Henry Myers
UBS
FH
Fazal Hussain
Hussain Capland, CPAs
RG
Ross Goolsby
Bridgepoint Consulting