A Wealth of Learning Opportunities – and Resources – at Your Fingertips
Knowledge is power. Imagine what you could do with 24-hour access to a powerful learning community to help you stay up to date with the latest trends, insights, news, and best practices to share with your valued clients. XPX’s exclusive Knowledge Exchange is the one place where you can exchange knowledge with some of the industry’s most successful professionals with expertise in a wide variety of areas. Here are recent posts from our chapter activities and members:
News & Posts
We can’t wait for you to experience the cleaner, brighter and more user-friendly feel of our new platform! The site…
Aug. 20, 2021
Offering wealth management services is something all accounting firms should do for all clients that need it. My premise is…
Program produced by XPX New England. Impact of Proposed Tax Increases on Business Owners: What All Owners Need to Know…
May. 19, 2021
Program produced by XPX New England. Getting Comfortable with Virtual Communication: Connecting with Your Clients Better Than Face to Face…
Apr. 27, 2021
Program produced by XPX Greater Boston. When Advisors Collide Going through a deal is stressful, and business owners rely on their professional…
Jan. 14, 2021
Program produced by XPX Greater Boston. Planning with Uncertainty Post-election Following a polarizing election season and the potential for a…
Nov. 18, 2020
By Paul Cronin, COO – Successful Transition Planning Institute My business partner, the author Jack Beauregard, and I recently had breakfast…
Chapter Events
Annual Summit Host
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
Silver Sponsors
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.
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.
A successful entrepreneur or business owner is thinking about a transition or sale and needs to know the implications and best strategy from the personal and family perspective.
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
A business is planning a significant transition.
Bronze Sponsors
When you are raising capital, selling your business, adding a partner or contemplating any other type of transaction.
You or a client needs experienced deal counsel for middle market transactions.
We advise business owners and senior executives through all phases of their financial lives from growing a business to exiting.
Video Sponsors
You need a clear professional message delivered with video production and high-quality photos.