XPX Greater Boston

Events

At XPX, learning and networking go hand in hand

XPX Greater Boston promotes peer learning, networking and visibility for our members, while creating an environment that fosters collaboration on behalf of our clients. Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy.

Upcoming Events

27

Sep

Virtual access

XPX - Making the Most of Your Membership

Wed, Sep 27^th, 2023 ⋅ 10:50am - 11:30am (EDT)

Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

05

Oct

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual)

Thu, Oct 5^th, 2023 ⋅ 9:50am - 11:00am (EDT)

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

10

Oct

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual)

Tue, Oct 10^th, 2023 ⋅ 4:50pm - 6:00pm (EDT)

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

12

Oct

XPX Greater Boston: Joint Networking with AM&AA

Thu, Oct 12^th, 2023 ⋅ 4:00pm - 8:00pm (EDT)

Lord Hobo Brewing Co., 5 Draper St., Woburn, MA 01801

14

May

XPX Greater Boston 2024 Summit: SAVE THE DATE!

Tue, May 14^th, 2024 ⋅ 10:00am - 7:30pm (EDT)

Nutter McClennen & Fish LLP - 155 Seaport Blvd, Boston, MA 02210

Past Events

XPX Greater Boston: XPX Panel – Broker? Advisor? Investment Banker? Perspectives & Considerations to share with clients prior to selling.

Tue, Sep 19^th, 2023 ⋅ 11:30am - 1:30pm (EDT)

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual)

Tue, Sep 12^th, 2023 ⋅ 4:50pm - 6:00pm (EDT)

Virtual access

XPX Members Only Cross-Chapter Power Networking (virtual)

Thu, Sep 7^th, 2023 ⋅ 9:50am - 11:00am (EDT)

Virtual access

XPX - Making the Most of Your Membership

Wed, Aug 23^rd, 2023 ⋅ 10:50am - 11:30am (EDT)

Virtual access

XPX - Making the Most of Your Membership

Wed, Jul 26^th, 2023 ⋅ 10:50am - 11:30am (EDT)

Virtual access

XPX Next 2023 Virtual Conference

Tue, Jul 18^th, 2023 ⋅ 2:00pm - 6:00pm (EDT)

Contact & Connect

Chapter Events

XPX Greater Boston: Joint Networking with AM&AA

Thu, Oct 12^th, 2023 ⋅ 4:00pm - 8:00pm (EDT)

XPX Greater Boston 2024 Summit: SAVE THE DATE!

Tue, May 14^th, 2024 ⋅ 10:00am - 7:30pm (EDT)

More Events

For even more opportunities to connect with XPX Members check out our Cross-Chapter events.

Annual Summit Host

Shannon Zollo of Nutter McClennen & Fish LLP is a member of XPX Greater Boston

<img width="1024" height="293" src="https://www.exitplanningexchange.com/wp-content/uploads/2022/04/NUTTER_RGB-1024x293.png" class="attachment-large size-large" alt="Shannon Zollo of Nutter McClennen & Fish LLP is a member of XPX Greater Boston" decoding="async" loading="lazy" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2022/04/NUTTER_RGB-1024x293.png 1024w, https://www.exitplanningexchange.com/wp-content/uploads/2022/04/NUTTER_RGB-300x86.png 300w, https://www.exitplanningexchange.com/wp-content/uploads/2022/04/NUTTER_RGB.png 1800w" sizes="(max-width: 1024px) 100vw, 1024px" />

Gold Sponsors

<img width="800" height="290" src="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/TBHR-logo.jpg" class="attachment-large size-large" alt="William Rodgers of Tarlow Breed Hart & Rodgers, PC is a member of XPX Greater Boston" decoding="async" loading="lazy" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/TBHR-logo.jpg 800w, https://www.exitplanningexchange.com/wp-content/uploads/2021/06/TBHR-logo-300x109.jpg 300w" sizes="(max-width: 800px) 100vw, 800px" />

Silver Sponsors

Terence Shepherd of ROCG Consulting is a member of XPX Greater Boston

<img width="1024" height="284" src="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Logo_ROCG-Consulting_10.31.16-1024x284.jpg" class="attachment-large size-large" alt="Terence Shepherd of ROCG Consulting is a member of XPX Greater Boston" decoding="async" loading="lazy" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Logo_ROCG-Consulting_10.31.16-1024x284.jpg 1024w, https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Logo_ROCG-Consulting_10.31.16-300x83.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Logo_ROCG-Consulting_10.31.16.jpg 1920w" sizes="(max-width: 1024px) 100vw, 1024px" />

Lynn Schade of Middlesex Savings Bank is a member of XPX Greater Boston

<img width="1024" height="433" src="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/7521MDLSX_LogoEvolution_Primary-withTag-003-1-1024x433.jpg" class="attachment-large size-large" alt="Lynn Schade of Middlesex Savings Bank is a member of XPX Greater Boston" decoding="async" loading="lazy" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/7521MDLSX_LogoEvolution_Primary-withTag-003-1-1024x433.jpg 1024w, https://www.exitplanningexchange.com/wp-content/uploads/2021/06/7521MDLSX_LogoEvolution_Primary-withTag-003-1-300x127.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/06/7521MDLSX_LogoEvolution_Primary-withTag-003-1.jpg 1920w" sizes="(max-width: 1024px) 100vw, 1024px" />

Gregory Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston

<img width="1024" height="309" src="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Dunn_Rush_NEW-1024x309.jpg" class="attachment-large size-large" alt="Gregory Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston" decoding="async" loading="lazy" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Dunn_Rush_NEW-1024x309.jpg 1024w, https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Dunn_Rush_NEW-300x90.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Dunn_Rush_NEW.jpg 1920w" sizes="(max-width: 1024px) 100vw, 1024px" />

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

<img width="1024" height="346" src="https://www.exitplanningexchange.com/wp-content/uploads/2023/02/lga_logo_PMS_High_Res_JPEG-1024x346.jpg" class="attachment-large size-large" alt="Ken Segal of LGA, LLP is a member of XPX Greater Boston" decoding="async" loading="lazy" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2023/02/lga_logo_PMS_High_Res_JPEG-1024x346.jpg 1024w, https://www.exitplanningexchange.com/wp-content/uploads/2023/02/lga_logo_PMS_High_Res_JPEG-300x101.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2023/02/lga_logo_PMS_High_Res_JPEG.jpg 1067w" sizes="(max-width: 1024px) 100vw, 1024px" />

John Colucci of McLane Middleton is a member of XPX Greater Boston

<img width="854" height="311" src="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/000817-MCL_Logo.jpg" class="attachment-large size-large" alt="John Colucci of McLane Middleton is a member of XPX Greater Boston" decoding="async" loading="lazy" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/000817-MCL_Logo.jpg 854w, https://www.exitplanningexchange.com/wp-content/uploads/2021/06/000817-MCL_Logo-300x109.jpg 300w" sizes="(max-width: 854px) 100vw, 854px" />

<img width="934" height="382" src="https://www.exitplanningexchange.com/wp-content/uploads/2023/03/Mohamed-Merola-Enlarged-Logo-030323.jpg" class="attachment-large size-large" alt="Justin Merola of Mohamed-Merola Wealth Management is a member of XPX Greater Boston" decoding="async" loading="lazy" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2023/03/Mohamed-Merola-Enlarged-Logo-030323.jpg 934w, https://www.exitplanningexchange.com/wp-content/uploads/2023/03/Mohamed-Merola-Enlarged-Logo-030323-300x123.jpg 300w" sizes="(max-width: 934px) 100vw, 934px" />

Bronze Sponsors

Lew Segall of Sullivan & Worcester LLP is a member of XPX Greater Boston

<img width="382" height="172" src="https://www.exitplanningexchange.com/wp-content/uploads/2022/02/Sullivan-Worcester-2.png" class="attachment-large size-large" alt="Lew Segall of Sullivan & Worcester LLP is a member of XPX Greater Boston" decoding="async" loading="lazy" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2022/02/Sullivan-Worcester-2.png 382w, https://www.exitplanningexchange.com/wp-content/uploads/2022/02/Sullivan-Worcester-2-300x135.png 300w" sizes="(max-width: 382px) 100vw, 382px" />

Jack Finning of AAFCPAs is a member of XPX Greater Boston

<img width="1024" height="368" src="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/AAF_Logo-1024x368.jpg" class="attachment-large size-large" alt="Jack Finning of AAFCPAs is a member of XPX Greater Boston" decoding="async" loading="lazy" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/AAF_Logo-1024x368.jpg 1024w, https://www.exitplanningexchange.com/wp-content/uploads/2021/06/AAF_Logo-300x108.jpg 300w, https://www.exitplanningexchange.com/wp-content/uploads/2021/06/AAF_Logo.jpg 1920w" sizes="(max-width: 1024px) 100vw, 1024px" />

Greg Romero of Romero Solutions Group is a member of XPX Greater Boston

<img width="1024" height="383" src="https://www.exitplanningexchange.com/wp-content/uploads/2023/03/Original-on-Transparent-1024x383.png" class="attachment-large size-large" alt="Greg Romero of Romero Solutions Group is a member of XPX Greater Boston" decoding="async" loading="lazy" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2023/03/Original-on-Transparent-1024x383.png 1024w, https://www.exitplanningexchange.com/wp-content/uploads/2023/03/Original-on-Transparent-300x112.png 300w" sizes="(max-width: 1024px) 100vw, 1024px" />

<img width="306" height="117" src="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/ubs-logo-1.png" class="attachment-large size-large" alt="Trammel Martin of UBS Financial Services is a member of XPX Greater Boston" decoding="async" loading="lazy" srcset="https://www.exitplanningexchange.com/wp-content/uploads/2021/06/ubs-logo-1.png 306w, https://www.exitplanningexchange.com/wp-content/uploads/2021/06/ubs-logo-1-300x115.png 300w" sizes="(max-width: 306px) 100vw, 306px" />

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