Greater Boston

Exit Planning Exchange Summit 2023

The XPX Summit is back in person and for a full day on March 14th at Nutter. The pinnacle event of the year will be packed with amazing keynotes, dynamic panels, and interactive fireside chats with plenty of time for networking in between. As this is a full day event, admission includes breakfast, lunch, and refreshments as well as a cocktail party to conclude and connect.

Summit Committee

Ashley Agnew Centerpoint Advisors, LLC

Angie Ellis XPX Global, LLC

Michelle Mears Conference Direct

David Poulin RBC Wealth Management

Greg Romero Romero Solutions Group

Rudy Scarito RS Finance & Consulting, LLC

Lynn Schade Middlesex Savings Bank

Attendees
Get to know the advisors from XPX attending this year's Summit - Click on an advisor's name to contact them now.
Program Agenda

Register & Network

8:00am - 9:00am

Keynote Speaker – Creating Business value During Economic Uncertainty

9:00am - 10:00am

Dan Tyre, Executive, HubSpot 

Networking Break

10:00am - 10:30am

Keeping Your Money After the Deal Is Done: Planning for Post-Closing Disputes

10:30am - 11:30am

Moderated by:

Josh French, Partner | Nutter McClennen & Fish, LLP

Panelists Include:

Aaron Naisbitt, Managing Director | Dunn Rush & Co.
Amanda Jackson, Managing Director, U.S. Eastern Region / Europe, Business Development | SRS Acquiom
Igor Sereda, General Manager | Tempo Software
Jack Bradley, Managing Director | Capstone Partners Financial Advisory Services

Quick Break

11:30am - 11:45am

Lunch and Workplace Culture – A Tailwind for Growth

11:45am - 1:00pm

Moderated by:

Bill Rodgers, Attorney at Law | Tarlow, Breed, Hart & Rodgers, P.C.

Panelists Include:

Bob Delhome, Founder & President | Charter Contracting Company, LLC
Katie Johnston, Write & Editor | Boston Globe
Libby Linpinsk, Vice President, Human Resources | Charter Contracting Company, LLC

Quick Break

1:00pm - 1:15pm

Onward and Upward: From Surviving to Thriving in Challenging Times

1:15pm - 2:15pm

Moderated by:

Derek Mohamed, Managing Director, Wealth Manager | First Republic Private Wealth Management

Panelists Include:

Altaf Shaikh, Founder and CEO | ListEngage
Lee Senderov, Chief Marketing & Digital Officer| Foundation Partners Group
James Higgins, Founding Partner | Chenmark LLC

Networking Break

2:15pm - 3:00pm

Closing Speaker – Skillfully Navigating Wealth Pre & Post Liquidity Events

3:00pm - 4:00pm

Stacy AllredSenior Managing Director & Head of Family Engagement  | First Republic Investment Management

Networking Reception

4:00pm - 6:00pm

Speakers & Panelists

Dan Tyre

Opening Keynote
Executive ,HubSpot

Dan was hired as employee number six and the first salesperson at HubSpot, he has since helped expand the sales team through management, recruiting, and training. Dan has coined the term "Smarketing" to describe the necessary alignment between sales and marketing. Leveraging his 42 years of multidisciplinary business experience in sales, marketing, and service to help scale fast-growing companies and coach those that want to harness the power of Inbound Marketing to improve their bottom line. In 2018, he published a book with Todd Hockenberry called Inbound Organization: How to Build and Strengthen Your Company's Future Using Inbound Principles.

Jack Bradley

Panelist
Managing Director ,Capstone Partners Financial Advisory Services

Jack is an accomplished, strategic business partner and pragmatic, energetic leader with over 30 years of transaction expertise in a variety of industries. Jack is highly successful at initiating and negotiating complex transactions, including acquisitions and debt restructurings. He has extensive mergers & acquisitions experience, including due diligence, valuation, terms, and deal structure.  He couples superior analytical abilities and a creative mind with diverse industry experience and intuition to provide valuable insights and actionable ideas.

Bob Delhome

Panelist
Founder & President ,Charter Contracting Company, LLC

Bob founded Charter in 1997 and has led its growth from a single-person start-up to a multi-faceted environmental remediation, civil construction and Brownfield development firm, known for performing impactful restoration projects that enhance and improve the environment on the land and in and under the water.  Today, Charter numbers over 150 professionals, is continuing to grow and evolve while consistently being recognized as a market leader and innovator on a regional and national basis.

Joshua E. French

Panelist
Partner, Corporate and Transactions Department ,Nutter, McClennen & Fish LLP

Joshua focuses his practice on advising clients in mergers and acquisitions, debt and equity finance, corporate governance, business succession planning, and formation matters.  Clients in all stages of their business life cycle engage Josh to serve as their outside general counsel. He has extensive experience advising privately-held emerging and middle-market companies, as well as family-owned and generational businesses, on navigating corporate formation, succession planning, fundraising, and liquidity events. Senior management at companies in a wide range of industries work closely with Josh to solve their complex business challenges.

James Higgins

Panelist
Founding Partner ,Chenmark

James is a Founder and President of Chenmark, a family owned holding company focused on the acquisition and ongoing management of small to medium sized businesses throughout the United States and Canada.  At Chenmark, Mr. Higgins focuses on capital allocation, subsidiary company oversight, and the firm’s internal leadership development and shared services teams. Before founding Chenmark, he worked at Protege Partners, a global macro hedge fund; at Suttonbrook Capital Management, a multi-strategy hedge fund; and on the foreign exchange desk at Barclays Capital. 

Amanda Jackson

Panelist
Managing Director of the Eastern Region, Business Development ,SRS Acquiom

Amanda works closely with deal parties, outside counsel and investors, providing guidance on SRS Acquiom’s role in handling post-closing issues such as purchase price adjustments, indemnification claims, escrow funds and payments.  
Before joining SRS Acquiom, Amanda spent ten years in the financial printing industry assisting clients with initial public offerings, M&A transactions and compliance filings at R.R. Donnelley.

Katie Johnston

Panelist
Writer & Editor ,The Boston Globe

Katie Johnston writes about work and income inequality for the Boston Globe. She also edits the Boston Globe's annual Top Places to Work magazine. Katie has been at the Globe since 2002, where she has also worked as a copy editor, entertainment editor, music editor, and travel/workplace reporter.

Libby Lipinski

Panelist
Vice President of Human Resources ,Charter Contracting Company, LLC

Libby is Vice President of Human Resources at Charter, the environmental contracting and remediation company.   Libby serves as the company’s people and talent leader.  She provides strategy, direction and foundation to the company’s engaging and respectful approach to its 100 employees and their career development in furtherance of Charter’s mission and strategic vision.  Libby received her bachelor’s degree from Northeastern University and has over 15 years of experience in HR roles within the industry. She’s a graduate of the Compensation Analyst Academy, as well as the Greater Boston Chamber of Commerce Women’s Leadership Program. When not working, Libby likes to spend time with family and keeping up with her three sons.

Derek Mohamed

Moderator
Managing Director, Wealth Manager ,First Republic Private Wealth Management

Derek has over two decades of experience helping successful families — including many CEOs and business owners — make smart decisions with their money. As the founding partner of the Mohamed-Merola team, he has modeled the practice after how family offices work with the world’s wealthiest families. Mr. Mohamed is one of Forbes magazine’s top wealth advisors in Massachusetts (2018–2022) and is also a Certified Exit Planning Advisor (CEPA), an Accredited Asset Management Specialist® (AAMS®), a Certified Private Wealth Advisor® (CPWA®) and a Chartered Retirement Planning Counselor SM (CRPC®).

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

Aaron Naisbitt

Panelist
Managing Director ,Dunn Rush & Co. LLC

Aaron is a Managing Director at Dunn Rush & Co., advising founder-led and family-held businesses valued between $20 million and $250 million. Aaron has experience in a broad range of investment banking services including mergers & acquisitions, capital raising, valuations and financial advisory, but his primary focus is representing owners through the most important transaction of their lives – the sale of their business. Dunn Rush & Co. specializes in advising business owners on how to plan, prepare, execute, and close successful transactions to achieve the optimal price and terms and accomplish their most important personal objectives.

Bill Rodgers

Moderator
Founder ,Tarlow Breed Hartford & Rodgers, P.C.

Bill is a founder of the business law firm Tarlow Breed Hart & Rodgers, P.C., and regularly represents private companies and their owners. He serves as general counsel for a wide range of the firm's clients in addition to more traditional engagements in the areas of mergers and acquisitions, debt and equity financings, management-led buyouts, strategic alliances. corporate operations, commercial transactions and shareholder disputes. Bill has been repeatedly recognized by the Massachusetts Super Lawyer and Best Lawyers programs and was recently named as one of Best Lawyers’ “Lawyers of the Year” for Closely Held Companies and Family Business Law.

Lee Senderov

Panelist
Chief Marketing & Digital Officer ,Foundation Partners Group

As Chief Marketing and Digital Officer, Lee is responsible for implementing, overseeing, and managing digital marketing and sales strategies that advance Foundation Partners’ brand organic growth. Previous roles include President of Digital at Richline Group, a Berkshire Hathaway Company and various roles launching and growing private equity and venture capital-backed start-up companies. Lee has a History degree from Brandeis University and obtained her MBA from the Harvard Business School.

Igor Sereda

Igor Sereda

Panelist
General Manager ,Tempo Software

Igor Sereda is a software engineer and entrepreneur. Originally from St. Petersburg, Russia, he's been building successful software businesses for more than 20 years. In 2021 his company, ALM Works, which had been developing software tools for project management, was acquired by a strategic buyer, Tempo Software. Currently Igor Sereda is living in the Boston area and holding a position of General Manager and President at Tempo Software.

Altaf Shaikh

Altaf Shaikh

Panelist
Founder & CEO ,ListEngage

Altaf Shaikh is the Founder and CEO of ListEngage, which he founded in 2003 to help companies transform their digital marketing programs. Under Altaf’s leadership, ListEngage has grown to become a top-rated partner in the Salesforce ecosystem, has served 3000+ customers and earned multiple awards, such as: ExactTarget Global Services Award, the Inc. 5000 award three consecutive years, the Boston Business Journal's FAST 50 two years in a row and the Top 20 Salesforce Provider award by CIO magazine. Altaf and the ListEngage team love bringing their years of hard work, expertise, certification and acquired “superpowers” to help customers maximize their investment in Salesforce.   

Stacy Allred

Closing Keynote
Senior Managing Director, Head of Family Engagement & Governance ,First Republic Investment Management

Stacy Allred has dedicated her career to walk alongside individuals and families to more effectively navigate the complexity and promise of wealth.  Immersed in the facilitation of family meetings and development of family governance and decision making, her practice includes supporting family systems to build competencies (collectively and individually) that are essential for one's life stage, role and continuity of the family enterprise.  Prior to joining First Republic in 2020, Ms.  Allred spent twenty years with Merrill Private Wealth Management, founded the Merrill Center for Family Wealth during her time there. Holding a Master's in Science in Taxation, she began her career providing comprehensive financial planning and tax services to multigenerational family groups and executives for nine years with Ernst & Young.

Our Sponsors

Summit Venue

Summit Sponsors

Table Patrons

Full Table

Lynn Schade of Middlesex Savings Bank is a member of XPX Greater Boston
Lynn Schade
SVP and Regional Manager
Middlesex Savings Bank

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.

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

Call Me When... 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.

Gregory Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Gregory R Rush
Senior Managing Director
Dunn Rush & Co. LLC

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.

Half Table

Jack Finning of AAFCPAs is a member of XPX Greater Boston
Jack Finning
Partner
AAFCPAs

Call Me When...

Rudy Scarito of RS Finance & Consulting, LLC is a member of XPX Greater Boston
Rudy Scarito
President
RS Finance & Consulting, LLC

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.

Justin Merola of Mohamed-Merola Wealth Management is a member of XPX Greater Boston
Justin Merola
Managing Director, Wealth Manager
Mohamed-Merola Private Wealth

Call Me When... 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.

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

Call Me When... 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

Kate Soto of Mirus Capital Advisors is a member of XPX Greater Boston
Kate Soto
Partner
Mirus Capital Advisors

Call Me When... You have a client or acquaintance looking to sell a business, buy a business, or raise capital

Gabrielle Jenkins of Waypoint Growth Advisors is a member of XPX Greater Boston
Gabrielle B Jenkins
Co-Founder
Waypoint Growth Advisors

Call Me When... Fractional Human Captal Advisory Services: Organizational and Talent Assessment, Succession Planning, Salesforce Effectiveness, Leadership Development, Employee Engagement/Retention.

Ashley Agnew of Centerpoint Advisors is a member of XPX Greater Boston
Ashley R. Agnew
Director of Relationship Development
Centerpoint Advisors

Call Me When... I help high net worth clients have a better relationship with their money, using both therapeutic and financial planning modalities. Call me when you are looking for multi-generational planning, financial therapy, and independent asset management.

John Surrette, Jr.
Shareholder
KLR

Call Me When... NA