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  • Exit Planning Exchange
Exit Planning Exchange
Nov
10

XPX Greater Boston - Planning for the Next Half: What to Expect After the 2026 Midterm Elections

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Details
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Date & Time

Tue, Nov 10th, 2026 ⋅ 11:30am - 1:30pm (EDT)

Location

McLane Middleton (300 Tradecenter Drive, Woburn MA 01801)

Status

Registration Open

Tickets

Greater Boston Members
$0.00
Non-Members Regular Fee
$95.00
Non-Members Same Day Fee
$105.00
XPX Chapter Network Members
$65.00
XPX Chapter Network Members Same Day
$75.00
Guests

Registrants

55 people are going
Hank Beresin of First Street Business Brokers is a member of XPX Greater Boston
Scott Loring of Cooperative Coaching & Mediation is a member of XPX Greater Boston
RG
Todj Gozdeck of Citrin Cooperman is a member of XPX Greater Boston
Rena Clark of AlignPath Advisory, LLC is a member of XPX Greater Boston
+50

Join XPX Greater Boston for lunch and a discussion about the results of the 2026 Midterm & State Elections and their impact on exit planning.

We will hear from a distinguished panel, moderated by Michael Radin, a Partner at Shipman & Goodwin LLP.

Our Panel:

Philip Dytko
Brown Brothers Harriman

Philip Dytko is an Assistant Vice President in Corporate Advisory & Banking at Brown Brothers Harriman (BBH), the longest continuously operating private bank in the U.S. A former investment banker, Phil helps owners of private and family businesses plan for the future of both the company and the family. Working as one team with BBH's wealth planning and investment colleagues, he connects business decisions with each family's goals for wealth and legacy.

Joseph Quattrocchi
KLR

Joseph Quattrocchi is a Partner with KLR, one of New England’s largest independent accounting and advisory firms. Joe has over 20 years of experience in public accounting and working with privately held and family-owned businesses. Joe helps lead KLR’s Growth and Transition Services group where he guides business owners, families and their advisors on growth, succession, and every decision in between.

Bradford Vezina
McClane Middleton

Bradford N. Vezina is a partner in the Trusts & Estates Department at McLane Middleton, a leading New England law firm, practicing in Boston. Brad advises business owners and entrepreneurs on business succession and exit planning, wealth transfer strategies, and estate, gift, and generation-skipping transfer tax planning. He also advises individual and professional trustees on their fiduciary duties and the administration of complex trusts. Brad helps business owners integrate tax-efficient estate planning with their business succession objectives and broader family wealth and legacy goals.

Registrations Fees:

Greater Boston Members: $0.00

Non-Members: $95.00
Non-Members Same-Day: $105.00

XPX Network Members: $65.00
XPX Network Members Same-Day: $75.00

Registration fee includes food and drinks.

Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds or credits will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Hank Beresin of First Street Business Brokers is a member of XPX Greater Boston
Hank Beresin
First Street Business Brokers
Scott Loring of Cooperative Coaching & Mediation is a member of XPX Greater Boston
Scott Loring
Cooperative Coaching & Mediation
RG
Ronald Grasso
UBS Financial
Todj Gozdeck of Citrin Cooperman is a member of XPX Greater Boston
Todj Gozdeck
Citrin Cooperman
Rena Clark of AlignPath Advisory, LLC is a member of XPX Greater Boston
Rena Clark
AlignPath Advisory, LLC
Andreas Hirsemann of Atlantic Union Bank is a member of XPX Greater Boston
Andreas Hirsemann
FourLeaf Federal Credit Union
Rick Weed of SES ESOP Strategies is a member of XPX Greater Boston
Rick Weed
SES ESOP Strategies
SS
Sep Salimi
Rockland Trust
BC
Beth Chea
United Midwest Savings Bank
John Bobbin of Cambridge Savings Bank is a member of XPX Greater Boston
John Bobbin
Cambridge Savings Bank
JP
Jessie Pyne
The Pyne Group, LLC
Kevin Finin of Rockefeller Capital Management is a member of XPX Greater Boston
Kevin Finin
Rockefeller Global Family Office
Kate Soto of Mirus Capital Advisors is a member of XPX Greater Boston
Kate Soto
Mirus Capital Advisors
Aaron Naisbitt of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Aaron Naisbitt
Dunn Rush & Co. LLC
John Malone of Business Improvement Group, LLC is a member of XPX Greater Boston
John Malone
Business Improvement Group, LLC
Steve Gallucci of Long River Advisors, LLC (Fractional CFO) is a member of XPX Greater Boston
Steve Gallucci
Long River Advisors, LLC (Fractional CFO)
Kevin Jolley of Shields & Company is a member of XPX Greater Boston
Kevin Jolley
Shields & Company
GY
Greg Young
Transworld Business Advisors | Boston
DB
David Barbato
Talent Retriever
SS
Steve Smith
Armen Krmzian of Bank of America is a member of XPX Greater Boston
Armen Krmzian
Bank of America
CM
Colin Murtha
Merrill Lynch Wealth Management
CM
Colin Murtha
Merrill Lynch Wealth Management
Reed Smith of Brown Brothers Harriman & Co. is a member of XPX Greater Boston
Reed Smith
Brown Brothers Harriman & Co.
MM
Michael McEntee
A. Neumann & Associates
Matthew Slaney of FinArc Investments, Inc. is a member of XPX Greater Boston
Matthew Slaney
FinArc Investments, Inc.
MD
Mark Diebus
Middlesex Savings Bank
Marius Dehelean of TD Bank is a member of XPX Greater Boston
Marius Dehelean
TD Bank
EM
Elizabeth Madden
Brown Brothers Harriman
Kyle Scandore of McLane Middleton, P.A. is a member of XPX Greater Boston
Kyle Scandore
McLane Middleton, P.A.
Jeff Rolke of GoldCoast Mortgage Services is a member of XPX Greater Boston
Jeff Rolke
GoldCoast Mortgage Services
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
DP
Damien Perera
KeyBank
Richard Katzman of On Call Leadership LLC is a member of XPX Greater Boston
Richard Katzman
On Call Leadership LLC
Joseph Attia of Xcelerated Equity Advisors, LLC is a member of XPX Greater Boston
Joseph Attia
Xcelerated Equity Advisors, LLC
MR
Michael Radin
Shipman Goodwin LLP
Philip Dytko of Brown Brothers Harriman is a member of XPX Greater Boston
Philip Dytko
Brown Brothers Harriman
GB
Greg Batsevitsky
Rockland Trust Company
AS
Aastha Sharma
McLane Middleton
Patrick Riley of KLR is a member of XPX Greater Boston
Patrick Riley
KLR
James Brooks of Robust Flow Operations, LLC is a member of XPX Greater Boston
James Brooks
Robust Flow Operations, LLC
EK
Evgeniy Krasowski
Transworld Business Advisors | Boston
PO
Paul Oliveira
KLR
William Rodgers of Shipman & Goodwin LLP is a member of XPX Greater Boston
William Rodgers
Shipman & Goodwin LLP
JB
Joey Belsanti
Twelve Points Wealth Management
ZT
Zachary Taylor
Blue Herring LLC
EP
Erik Pelletier
Merrill Lynch Wealth Management
KH
Kamau Hixon
Principal Alternative Credit
DD
David Dibiase
Commonwealth Financial Group
Jake Bookspan of Hilb Group is a member of XPX Greater Boston
Jake Bookspan
Hilb Group
BB
Brian Beneduce
Bernstein Private Wealth Management
PB
Pamela Boardway
JQ
Joseph Quattrocchi
KLR
BV
Bradford Vezina
McClane Middleton