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. 

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The Latest News – XPX Greater Boston

Latest – XPX Greater Boston

Paul Cronin of True North Advisors Group, LLC is a member of XPX Greater Boston
True North Advisors Group, LLC 1 month ago

If you had a business that was doing ok, then had a surge in business, how would that impact selling your business? It is hardly news to say that the Covid-19 pandemic had a profound impact on most business, and life in general. I was talking about this with some other investment bankers, one of…

Ken Segal of LGA, LLP is a member of XPX Greater Boston
LGA, LLP 3 months ago

“One day, you’re gonna wake up, eat your breakfast, brush your teeth, go about your business. And sooner or later, you’re gonna realize you haven’t thought about it. And that’s the moment you realize you can forget. When you know that’s possible, it all gets easier.” Mike Ehrmantraut, Better Call Saul Perhaps our lead quote…

Paul Cronin of True North Advisors Group, LLC is a member of XPX Greater Boston
True North Advisors Group, LLC 5 months ago

Many business owners wonder, “What will I do after I sell my business?” While most envision travel, or golf, etc., many fail to understand that they will likely have to stay on board for months or even a couple years to transition the business to the new owners. This period can be hard for many…

Matt Dimock of International Exit Planning Association is a member of XPX Greater Boston
International Exit Planning Association 7 months ago

Business owners typically think in ‘binary’ terms, believing that there are only two options for involvement in their privately held business, most commonly expressed as “I am either all in, or I am out.” Owners who experience an exit planning process expand this thinking to realize that a multitude of options exist, and moreover, many…

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Upcoming Chapter Events

28
Dec
Virtual access
Wed, Dec 28th, 2022 10:50am (EST)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
01
Jan
Sun, Jan 1st, 2023 (EST)
Your Group Leader Will Reach Out to Set a Date / Time to meet

Our Members

Tarlow Breed Hart & Rodgers, PC
Principal, Senior Client Strategist
BNY Mellon Wealth Management
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AAFCPAs
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True North Advisors Group, LLC
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Why I'm an XPX Member