Put The Power of XPX Membership to Work For You - and Your Clients

The Exit Planning Exchange –  XPX Greater Boston Chapter is a community of trusted advisors that collaborate to help their private company clients build business value, transfer ownership and create a legacy of success in their lives and their communities.

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. 

Summit 2022 Highlights

Advisor Professions






Insurance Providers


M&A Intermediaries



Virtual managers

Wealth Planners

Get the Latest News

The Latest News – XPX Greater Boston

Latest – XPX Greater Boston

It seems intuitive: a deal requires compromise. Sellers and buyers each have their own goals (some more realistic than others) and should come together, but each often begins the process oblivious to the other’s needs. Suppose you’ve owned an auto service station for 30 years. You are tired of all the hassles and have made…

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…


Annual Summit Host

Gold Sponsors

Silver Sponsors

Bronze Sponsors


Upcoming Chapter Events

Virtual access
Thu, Oct 5th, 2023 ⋅ 9:50am - 11:00am (EDT)
Virtual - you'll receive login info upon registration and are welcome at one or both sessions
Virtual access
Tue, Oct 10th, 2023 ⋅ 4:50pm - 6:00pm (EDT)
Virtual - you'll receive login info upon registration and are welcome at one or both sessions
Thu, Oct 12th, 2023 ⋅ 4:00pm - 8:00pm (EDT)
Lord Hobo Brewing Co., 5 Draper St., Woburn, MA 01801
Tue, May 14th, 2024 ⋅ 10:00am - 7:30pm (EDT)
Nutter McClennen & Fish LLP - 155 Seaport Blvd, Boston, MA 02210

Our Members

M&A Advisor
True North Advisors Group, LLC
Principal, Senior Client Strategist
BNY Mellon Wealth Management
Tarlow Breed Hart & Rodgers, PC

Why I'm an XPX Member