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 an XPXGB member you will be among the finest M&A and succession planning professionals in New England.
Annual Holiday Party at Charles River Country Club
On December 3rd, XPX Greater Boston hosted its annual holiday party at Charles River Country Club. Attendance was terrific, conversations were engaging and a good time was had by all.
We look forward to a full slate of both informative and entertaining events throughout 2025!
Fireside Chat at McLane Middleton
A big thank you to everyone who joined us for our “Fireside” lunch at McLane Middleton! Our capacity crowd enjoyed an informative and engaging session with our expert speakers, James Turner and Courtney A. Barker.
The discussion provided valuable insights into the Macro Economic Environment, covering key topics such as:
- IPOs (Initial Public Offerings)
- Private Capital Raises
- Mergers & Acquisitions (M&A) Activity
James and Courtney shared their expertise on these important subjects, giving our attendees a deeper understanding of the current economic landscape and its impact on business and investment decisions.
We hope you found the session valuable!
New Emerging Professionals Membership
- XPX Greater Boston has designed a special membership category for the next generation of exit planning professionals. Specific programming is designed with Emerging Professional member (EP) interests in mind and these events facilitate education and relationship building among peers as well as more experienced members.
- Eligibility for EP membership: at time of application the prospective member must be ≤ 40 years old or have ˂ 3 years of exit planning experience. Regardless of age, an emerging professional membership is non-renewable and is for a duration of three consecutive years. Special discounted pricing is offered to EP members.
- EP membership is for 3 consecutive years for price of $595.
- All EP members have same privileges of all members and can attend all events or functions.
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.
Advisor Professions
Accountants
Attorneys
Bankers
Coaches
Consultants
Insurance Providers
Investors
M&A Intermediaries
Non-Profits
Valuators
Virtual managers
Wealth Planners
The Latest News – XPX Greater Boston
Latest – XPX Greater Boston
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