Giving Back To Our Community
Our leaders demonstrate their dedication to the XPX mission and our local community by pitching in to ensure we have the best people in the room sharing the best content. They are role models for the kind of collaboration and long-term thinking that our members value. Please reach out to any of our leaders to learn how you too can gain visibility and influence as a volunteer for our chapter.
Leader Directory
![David Poulin of RBC Wealth Management is a member of XPX Greater Boston](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/david-poulin-28580702.png)
Call Me When... You are a business owner in need of personal financial clarity, some unique lending strategies, looking for sophisticated business and personal retirement planning.
![Gregory Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/gregory-rush-28580712.png)
Call Me When... when a business owner is interested in considering the sale of their business, wants to how the M&A process works, and how to increase the value of the company between now and a liquidity event.
![Matthew Slaney of FinArc Investments, Inc. is a member of XPX Greater Boston](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/matthew-slaney-28580721.png)
Call Me When... an entrepreneur needs help managing their investment portfolio and integrating it with other parts of their financial life (e.g. philanthropy, estate, tax, etc.)
![Jeff Rolke of GoldCoast Mortgage Services is a member of XPX Greater Boston](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/jeff-rolke-43662498.png)
Call Me When... There is any question regarding real estate or financing.
![Lynn Schade of Middlesex Savings Bank is a member of XPX Greater Boston](https://www.exitplanningexchange.com/wp-content/uploads/2021/09/IMG_3231-Current-Photo-rotated.jpg)
Call Me When... You need bank financing for a company based in New England with under $200MM in revenues. We provide financing for M&A, equity recaps, leverage cash flow deals and traditional business needs.
![Ken Segal of LGA, LLP is a member of XPX Greater Boston](https://www.exitplanningexchange.com/wp-content/uploads/2022/03/K-Segal-July-2018.jpg)
Call Me When... You have a client who could benefit by proactively managing their company to minimize financial risk, optimize value, understand their results, be proactively prepared for an eventual exit, and ensure efficient access to debt and equity.
![Joshua French of Nutter McClennen & Fish is a member of XPX Greater Boston](https://www.exitplanningexchange.com/wp-content/uploads/2024/04/Joshua-French.png)
Call Me When... you are ready to raise money or undertake any sort of material transaction and want to understand the process along the way
![Gabrielle Jenkins of Waypoint Growth Advisors is a member of XPX Greater Boston](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/gabrielle-jenkins-53980308.png)
Call Me When... Fractional Human Captal Advisory Services: Organizational and Talent Assessment, Succession Planning, Salesforce Effectiveness, Leadership Development, Employee Engagement/Retention.
![William Rodgers of Tarlow Breed Hart & Rodgers, PC is a member of XPX Greater Boston](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/william-rodgers-28580709.png)
![Greg Romero of Romero Solutions Group is a member of XPX Greater Boston](https://www.exitplanningexchange.com/wp-content/uploads/2021/08/Greg-Romero-Headshot-6.28.2021-6-300x300.jpg)
Call Me When... your family business clients need help with strategic planning, profitability, organizational sustainability, professionalism, operating rhythm effectiveness and unexpected problem solving.
![Rudy Scarito of RS Finance & Consulting, LLC is a member of XPX Greater Boston](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/rudy-scarito-32429901.png)
Call Me When... Call me when you want to sell your company, get a valuation of your company, learn about the sale process or need help making an acquisition.
![Trammel Martin of UBS Financial Services is a member of XPX Greater Boston](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/trammel-martin-29516456.png)
Call Me When... We advise business owners and senior executives through all phases of their financial lives from growing a business to exiting.
Chapter Committees
Get involved and make deeper connections – join a committee! The following committees are looking for additional members:
Membership: Matthew Slaney, FinArc Investments, Inc. (Chair) | Mark Diebus, Middlesex Savings Bank | Aaron Naisbitt, Dunn Rush & Co. LLC | Greg Romero, Romero Solutions Group
Governance: Bill Rodgers, Tarlow, Breed, Hart & Rodgers, P.C.
Marketing: Ken Segal, LGA (Chair)
Treasurer: Trammel Martin, UBS Private Wealth Management (Chair)
Programming: Gabrielle Jenkins, Waypoint Growth Advisors (Chair)| Greg Rush, Dunn Rush & Co. LLC | Rudy Scarito, RS Finance & Consulting, LLC | Matthew Slaney, FinArc Investments
Power of 5: Jeff Rolke (Chair)
Sponsorship: Rudy Scarito, RS Finance & Consulting, LLC (Chair) | Gabrielle Jenkins, Waypoint Growth Advisors | David Poulin, RBC Wealth Management | Greg Rush, Dunn Rush & Co. LLC | Lynn Schade, Middlesex Savings Bank
NXT: Justin Merola, Mohamed-Merola Wealth Management (Chair) | Richard Breed, Tarlow, Breed, Hart & Rodgers, P.C. | Leland Mindnich, Mohamed-Merola Wealth Management | David Poulin, RBC Wealth Management
Summit: Greg Romero, Romero Solutions Group (Chair)
Contact & Connect
Chapter Events
Annual Summit Host
![Nutter McClennen & Fish LLP](https://www.exitplanningexchange.com/wp-content/uploads/2022/04/NUTTER_RGB-1024x293.png)
you have a client who is in need of sophisticated corporate legal advice and representation for a VC financing, Private Equity recap, and/or M&A event.
Gold Sponsors
![Tarlow Breed Hart & Rodgers, PC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/TBHR-logo.jpg)
![Tarlow Breed Hart & Rodgers, PC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/TBHR-logo.jpg)
![Tarlow Breed Hart & Rodgers, PC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/TBHR-logo.jpg)
Silver Sponsors
![LGA, LLP](https://www.exitplanningexchange.com/wp-content/uploads/2023/02/lga_logo_PMS_High_Res_JPEG-1024x346.jpg)
![LGA, LLP](https://www.exitplanningexchange.com/wp-content/uploads/2023/02/lga_logo_PMS_High_Res_JPEG-1024x346.jpg)
![LGA, LLP](https://www.exitplanningexchange.com/wp-content/uploads/2023/02/lga_logo_PMS_High_Res_JPEG-1024x346.jpg)
You have a client who could benefit by proactively managing their company to minimize financial risk, optimize value, understand their results, be proactively prepared for an eventual exit, and ensure efficient access to debt and equity.
![McLane Middleton](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/000817-MCL_Logo.jpg)
![McLane Middleton](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/000817-MCL_Logo.jpg)
![McLane Middleton](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/000817-MCL_Logo.jpg)
A business is planning a significant transition.
![The Weber Group at Merrill Lynch Wealth Management](https://www.exitplanningexchange.com/wp-content/uploads/2023/11/merrill_lkup1_white_The-Weber-Group-006.png)
![The Weber Group at Merrill Lynch Wealth Management](https://www.exitplanningexchange.com/wp-content/uploads/2023/11/merrill_lkup1_white_The-Weber-Group-006.png)
![The Weber Group at Merrill Lynch Wealth Management](https://www.exitplanningexchange.com/wp-content/uploads/2023/11/merrill_lkup1_white_The-Weber-Group-006.png)
You are seeking guidance on developing a transition strategy for the sale of a business, taking a company public, or to leverage your personal balance sheet to create liquidity.
![Dunn Rush & Co. LLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Dunn_Rush_NEW-1024x309.jpg)
![Dunn Rush & Co. LLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Dunn_Rush_NEW-1024x309.jpg)
![Dunn Rush & Co. LLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Dunn_Rush_NEW-1024x309.jpg)
when a business owner is interested in considering the sale of their business, wants to how the M&A process works, and how to increase the value of the company between now and a liquidity event.
![ROCG Consulting](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Logo_ROCG-Consulting_10.31.16-1024x284.jpg)
![ROCG Consulting](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Logo_ROCG-Consulting_10.31.16-1024x284.jpg)
![ROCG Consulting](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Logo_ROCG-Consulting_10.31.16-1024x284.jpg)
when you need a catalyst in guiding business owners to discover their personal values, goals and objectives, to ensure their end-in-mind objectives are met upon their business exit and/or transition
![One 8 Solutions, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2024/07/one8_logo_tagline_2024_2400.png)
![One 8 Solutions, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2024/07/one8_logo_tagline_2024_2400.png)
![One 8 Solutions, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2024/07/one8_logo_tagline_2024_2400.png)
When a company needs an Client Accounting Services Firm
![Middlesex Savings Bank](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/7521MDLSX_LogoEvolution_Primary-withTag-003-1-1024x433.jpg)
![Middlesex Savings Bank](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/7521MDLSX_LogoEvolution_Primary-withTag-003-1-1024x433.jpg)
![Middlesex Savings Bank](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/7521MDLSX_LogoEvolution_Primary-withTag-003-1-1024x433.jpg)
You need bank financing for a company based in New England with under $200MM in revenues. We provide financing for M&A, equity recaps, leverage cash flow deals and traditional business needs.
![Mohamed-Merola Private Wealth](https://www.exitplanningexchange.com/wp-content/uploads/2024/02/SnipImage-1-1024x472.jpg)
![Mohamed-Merola Private Wealth](https://www.exitplanningexchange.com/wp-content/uploads/2024/02/SnipImage-1-1024x472.jpg)
![Mohamed-Merola Private Wealth](https://www.exitplanningexchange.com/wp-content/uploads/2024/02/SnipImage-1-1024x472.jpg)
A mature business owner needs help quantifying what the value of their business means to them and their family and developing a transition strategy around that need.
Bronze Sponsors
![AAFCPAs](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/AAF_Logo-1024x368.jpg)
![AAFCPAs](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/AAF_Logo-1024x368.jpg)
![AAFCPAs](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/AAF_Logo-1024x368.jpg)
![Sullivan & Worcester LLP](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/Sullivan-Worcester-2.png)
![Sullivan & Worcester LLP](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/Sullivan-Worcester-2.png)
![Sullivan & Worcester LLP](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/Sullivan-Worcester-2.png)
![Sullivan & Worcester LLP](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/Sullivan-Worcester-2.png)
![Sullivan & Worcester LLP](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/Sullivan-Worcester-2.png)
![Sullivan & Worcester LLP](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/Sullivan-Worcester-2.png)
You or a client needs experienced deal counsel for middle market transactions.
![Romero Solutions Group](https://www.exitplanningexchange.com/wp-content/uploads/2023/03/Original-on-Transparent-1024x383.png)
![Romero Solutions Group](https://www.exitplanningexchange.com/wp-content/uploads/2023/03/Original-on-Transparent-1024x383.png)
![Romero Solutions Group](https://www.exitplanningexchange.com/wp-content/uploads/2023/03/Original-on-Transparent-1024x383.png)
your family business clients need help with strategic planning, profitability, organizational sustainability, professionalism, operating rhythm effectiveness and unexpected problem solving.
![UBS Financial Services](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/ubs-logo-1.png)
![UBS Financial Services](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/ubs-logo-1.png)
![UBS Financial Services](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/ubs-logo-1.png)
We advise business owners and senior executives through all phases of their financial lives from growing a business to exiting.