Paul Edelman of Edelman & Associates is a member of XPX Greater Boston

Paul Edelman

Managing Director

Lakeville, Massachusetts

Professional Profile

Call Me When

Call Me When... You want to avoid having a deal blow up because the owner's mixed feelings surfaced in the form of seemingly irrational objections, concerns, or requests at the closing.

Contact Method


  • Coach
  • Consultant
  • Wealth Planner
  • Professional Certifications

    Certified Executive Coach, Master Facilitator, Board Advisor, and Qualified Family Office Professional

    Functional Expertise

  • Board of Directors (for profit)
  • Board of Directors (not for profit)
  • Business development
  • Business growth
  • Business management
  • Change Management
  • Culture
  • Employee engagement/ retention
  • Entrepreneurship
  • ESOPs
  • Estate planning
  • Executive placement
  • Facilitation
  • Family business
  • Human Resources
  • Leadership Development
  • Management succession
  • Organizational development
  • Strategic planning
  • Training
  • Life Coaching
  • Exit/Transition Planning
  • Business Focus

    Coaching/Advising Entrepreneurial Owner-Managers and their Families

    Transition Planning Certification

    Client Industries

  • Business Services
  • Computer/Electronics
  • Education
  • Energy/Utilities
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Retail
  • Software/Internet
  • Telecommunications
  • Travel/Recreation/Leisure
  • Client Results

    smoother transitions, family cohesion, lasting legacy


    Greater Boston Individual

    Member Since

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

    To be able to collaborate with other professionals in helping owners, their families, and their employees benefit from smoothly executed ownership transitions.