Greg Farland


North Reading, Massachusetts

Professional Profile

Call Me When

Call Me When... You are looking for an Exit Planning Advocate to be by your side during your exit and beyond.

Contact Method



  • Wealth Planner
  • Professional Certifications

    CFP, AIF, CExP

    Functional Expertise

  • Business development
  • Business growth
  • Business management
  • Charitable giving
  • Employee benefits
  • Entrepreneurship
  • Estate planning
  • Family business
  • Fiduciary
  • Finance
  • Investments
  • Philanthropy
  • Real estate
  • Retirement
  • Risk management
  • Exit/Transition Planning
  • Business Focus

    Working with business owners to assist them in selling their business when they want, to the person they choose, for the amount they need.

    Transition Planning Certification


    Client Industries

  • Business Services
  • Consumer Services
  • Financial Services
  • Manufacturing
  • Real Estate/Construction
  • Client Results


    Greater Boston Individual

    Member Since

    Member for 3 Years

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX