About Our Programming
The Exit Planning Exchange – XPX New England chapter holds events throughout the Greater Boston area. Our association events promote peer learning, networking and visibility for our members in the local private company advisor community. Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy. These meetings are held in locations in downtown and greater Boston. On the first Thursday of each month, we also organize informal networking meetings at five locations in Greater Boston.
Upcoming Events
28
Apr
Wed, Apr 28th, 2021
01
May
Sat, May 1st, 2021
11
May
Tue, May 11th, 2021
Past Events
April 20th, 2021
March 24th, 2021
March 17th, 2021
March 9th, 2021
March 2nd, 2021
February 17th, 2021
February 8th, 2021
January 20th, 2021
January 12th, 2021
January 8th, 2021
December 16th, 2020
December 8th, 2020
December 1st, 2020
December 1st, 2020
November 18th, 2020
November 10th, 2020
November 1st, 2020
October 21st, 2020
October 13th, 2020
September 16th, 2020
September 15th, 2020
September 1st, 2020
August 19th, 2020
August 11th, 2020
July 15th, 2020
July 1st, 2020
June 17th, 2020
June 4th, 2020
June 1st, 2020
May 20th, 2020
May 1st, 2020
April 29th, 2020
April 22nd, 2020
April 15th, 2020
April 10th, 2020
April 8th, 2020
April 8th, 2020
March 25th, 2020
March 18th, 2020
March 18th, 2020
March 10th, 2020
March 5th, 2020
February 19th, 2020
February 10th, 2020
February 6th, 2020
January 15th, 2020
January 9th, 2020
December 18th, 2019
December 10th, 2019
December 5th, 2019
November 13th, 2019
November 12th, 2019
November 7th, 2019
November 6th, 2019
XPX New England: Joint Networking Event With New England Business Brokers Association (members Only)
October 16th, 2019
October 3rd, 2019
September 10th, 2019
June 6th, 2019
April 22nd, 2019
March 12th, 2019
February 11th, 2019
February 5th, 2019
January 22nd, 2019
December 4th, 2018
November 6th, 2018
October 9th, 2018
September 11th, 2018
July 17th, 2018
May 15th, 2018
April 24th, 2018
March 27th, 2018
February 27th, 2018
January 24th, 2018
January 16th, 2018
December 6th, 2017
December 5th, 2017
November 13th, 2017
October 24th, 2017
September 26th, 2017
July 11th, 2017
May 4th, 2017
April 13th, 2017
March 29th, 2017
February 28th, 2017
January 30th, 2017
January 30th, 2017
January 24th, 2017
December 14th, 2016
December 8th, 2016
November 1st, 2016
October 20th, 2016
September 22nd, 2016
August 4th, 2016
June 23rd, 2016
June 16th, 2016
May 26th, 2016
April 28th, 2016
April 14th, 2016
April 7th, 2016
March 28th, 2016
March 3rd, 2016
February 25th, 2016
February 11th, 2016
January 28th, 2016
December 10th, 2015
November 19th, 2015
November 12th, 2015
October 16th, 2015
October 7th, 2015
September 30th, 2015
September 24th, 2015
September 15th, 2015
August 29th, 2015
Chapter Events
Gold Sponsors
Tarlow Breed Hart & Rodgers, PC
Silver Sponsors
Dunn Rush & Co. LLC
About Dunn Rush & Co. LLC
Contact 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.
ROCG Consulting
About ROCG Consulting
Contact 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
McLane Middleton
About McLane Middleton
Contact Me When... A business is planning a significant transition.
Mohamed-Merola Wealth Management
About Mohamed-Merola Wealth Management
Contact Me When... 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.
Middlesex Savings Bank
About Middlesex Savings Bank
Contact 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.
Cambridge Savings Bank
About Cambridge Savings Bank
Contact Me When... You are looking for a business partner to provide guidance and execution on debt financing to meet the needs of your business.
Bronze Sponsors
AAFCPAs
Touchstone Advisors
About Touchstone Advisors
Contact Me When... The owner(s) of a privately held business wants fully confidential, no-obligation advice about business transitions: Growth by acquisition, Change in Ownership or Exit Planning
About
Contact Me When... We advise business owners and senior executives through all phases of their financial lives from growing a business to exiting.
Morse
About Morse
Contact Me When... When you are raising capital, selling your business, adding a partner or contemplating any other type of transaction.
Sullivan & Worcester LLP
About Sullivan & Worcester LLP
Contact Me When... You or a client needs experienced deal counsel for middle market transactions.
Touchstone Advisors, LLC
Video Sponsors
Three Horsemen
About Three Horsemen
Contact Me When... You need a clear professional message delivered with video production and high-quality photos.