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

The Exit Planning Exchange –  XPX Greater Boston Chapter is a local nonprofit association of diverse professional advisors collaborating 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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Our Members

Attorney
Tarlow Breed Hart & Rodgers, PC
Founder & CEO
U S Wealth Management
Financial Advisor and Registered Representative
Strategies for Wealth
Managing Member
Caswell Vlachos Group
Director of Risk Management
Avery Insurance

Why I'm an XPX Member

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