XPX Chapters
XPX Greater Boston
Why Greater Boston?
XPX Greater Boston offers a welcoming membership combined with the high-level programming content to keep you at the top of your game and the unique networking events to grow your resources, all with the goal of providing the best possible outcomes for your clients. XPX Greater Boston members honor the Advisor Principals of the organization and tailor the membership experience to enhance the value that advisors can add when planning for business legacy, growth, and transfer events. As and XPXGB member you will be among the finest M&A and succession planning professionals in New England.
Power of Three
One of our Chapter’s most popular offerings is our Power of Three Networking Program. This members-only benefit brings together small groups of advisors from different disciplines and provides a series of structured meetings so you can get to know each other on a much deeper level than you can at your average networking meeting.
Interested in learning more? Please contact us.
How Can You Add Value?
The liquidity process is a continuum that requires diverse expertise. As a professional advisor supporting privately-held businesses, where do you add value along this continuum? Learn more about the broader range of available resources to support owners along this process on our Business Owners Resources page.
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The Latest News – XPX Greater Boston
Latest – XPX Greater Boston
RSG is excited to announce our new workshop titled “Professionalizing the Family Business,” which is initially available to MA-based family businesses. Generous state funding is available since our workshop is approved through the MA Workforce Training Fund – specifically the Express Program. If you have existing MA clients or others in your network that might…
Have you ever had a deal blow up at the eleventh hour because your client got cold feet or found fault with the deal terms for seemingly irrational reasons? If so, you have likely witnessed the disruptive effects of unaddressed unpleasant feelings and concerns. All change, even when it results in a huge payout, involves…
Succession planning considerations enter into discussions that I have with business owners when discussing their interest in conducting an executive search to find a CEO to run their company. For instance: As a business owner are you worn down and tired from all the extra effort and attention that you have had to spend on…
Is Your Business Prepared for Battle? – BAS Market Insight Volume 5 Published on December 7, 2022 “The art of war teaches us to rely not on the likelihood of the enemies not coming, but on our own readiness to receive him; not on the chance of his not attacking, but rather on the fact…
There are quite a few executive search firms in the Boston area and other regions as well. But, you wonder, which is the best? And, how do you know it is the best? What determines that? I’ve had these questions presented to me regularly, after all, I run an executive search firm. As a matter…
“What will I do after selling my business?” he asked. I hear that a lot both in my M&A practice, True North Advisors Group and my coaching business, The Platinum Years. “I fear I will fall into a void, if I sell”, is another common refrain. As we get into our 50’s, 60’s and 70’s,…
Chapter Events
Annual Summit Host



You have a client who is in need of sophisticated corporate legal advice and representation for a VC financing, Private Equity recap, and/or M&A event.
Gold Sponsors



Silver Sponsors



A business is planning a significant transition.



When you need a catalyst in guiding business owners to discover their personal values, goals and objectives, to ensure their end-in-mind objectives are met upon their business exit and/or transition



A mature business owner needs help quantifying what the value of their business means to them and their family and developing a transition strategy around that need.



When a business owner is interested in considering the sale of their business, wants to how the M&A process works, and how to increase the value of the company between now and a liquidity event.



You need bank financing for a company based in New England with under $200MM in revenues. We provide financing for M&A, equity recaps, leverage cash flow deals and traditional business needs.



You have a client who could benefit by proactively managing their company to minimize financial risk, optimize value, understand their results, be proactively prepared for an eventual exit, and ensure efficient access to debt and equity.
Bronze Sponsors






We advise business owners and senior executives through all phases of their financial lives from growing a business to exiting.






You or a client needs experienced deal counsel for middle market transactions.



Your family business clients need help with strategic planning, profitability, organizational sustainability, professionalism, operating rhythm effectiveness and unexpected problem solving.
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