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Members

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Members of the Exit Planning Exchange New England Chapter are a select group of expert advisors to privately-held businesses.

These diverse experts are chosen by their peers for their expertise and shared values that include: Work collaboratively, Put the client first, Think long term, Consider the human angle and Always be learning.It’s easy to find an expert by using the search box or these handy directories to choose from 12 professions, 75+ areas of functional expertise and 20 client industry categories. Feel free to reach out to the advisors with the expertise you seek. Contact us for further assistance. 

    • Profession
    • Functional Expertise
    • Client Industries
    Partner
    Nutter McClennen & Fish LLP

    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.

    New England
    President
    Strategy Across Borders

    You are a US business seeking to sell and are interested in tapping into our expertise regarding overseas buyers, or you are a non-US business looking to expand (including via M&A) into the US market

    New England
    Mediator and Coach
    Cooperative Coaching & Mediation

    Call me when conflict between business owners and their internal or external partners impedes company profitability or cultural cohesion.

    New England
    Operating Partner
    550 Advisors LLC

    Call me when you have a business in transition. I provide real solutions as a fractional CEO, operational CFO, experienced succession planner and as an operating executive.

    New England
    CEO
    Alliance Private Wealth

    you are looking for an Exit Planning Advocate to be by your side during your exit and beyond.

    New England
    Senior Vice President
    Middlesex Savings Bank

    When you need bank financing for working capital, business expansion and commercial building acquisitions.

    New England
    Business Owner
    TAB Boston Northwest

    a business owner is interested in joining a peer advisory group and/or business owner coaching.

    New England
    Partner
    BeryDunn

    A member of the Top 100 accounting firms, and northern New England’s largest, we are a full-service accounting, assurance, and consulting firm, working with clients in the US and around the world.

    New England
    Managing Member
    Caswell Vlachos Group

    You, or someone you know or are working with, are either exploring the potential sale of a business or would like counsel as to how to begin the process, including positioning the business for future sale.

    New England
    Tarlow Breed Hart & Rodgers, PC
    New England
    VP
    TD Bank, N.A.

    you have a need for financing above $1MM. I work as a General Industries Relationship Manager for TD Bank.

    New England
    Manager
    Time's Up, LLC

    Someone you know wants sound, objective advice on the value of and transition from their small business.

    New England
    Managing Director
    Edelman & Associates

    You or your client wants someone to work with them on planning for the human side of creating a successful exit, or planning what's next for themselves, their family, or their employees.

    New England
    Founder
    Resolute Advisory Services

    You've made an acquisition and are asking "Now what?" I work with CEOs and owners to grow their businesses by planning acquisitions and post-merger integrations to increase revenue and reduce costs.

    New England
    First Vice President
    Cambridge Savings Bank

    a financing solution is needed to support business initiatives around growth, investment, M&A, operational turnaround, ownership transition, capital structure, liquidity, and enterprise value.

    New England
    Attorney
    Tarlow Breed Hart & Rodgers, PC

    Please call me when you are considering structuring a transaction and for strategic tax planning for individuals.

    New England
    Senior Vice President – Financial Advisor - CIMA® CPWA®
    RBC Wealth Management

    You are a business owner in need of personal financial clarity, some unique lending strategies, looking for sophisticated business and personal retirement planning.

    New England
    Managing Director
    The Private Bank, Bank of America

    Before the client sells the business and wants help figuring out: Do I have enough money? What should I do with the money? What do I need to know to make the best decisions for myself and my family?

    New England
    Managing Director
    LockeBridge Capital Partners

    You are planning to take your Company to the next level.

    New England
    Commercial Lender
    BankProv

    You know a business owner looking to grow or transition ownership of their company or a real estate investor with a project.

    New England
    President
    FinArc Investments, Inc.

    an entrepreneur needs help managing their investment portfolio and integrating it with other parts of their financial life (e.g. philanthropy, estate, tax, etc.)

    New England
    First Vice President Commercial Banking
    Cambridge Savings Bank

    There is a request for traditional debt financing, should it be fully secured/C&I or cash flow with an amortizing air ball or an ESOP loan.

    New England
    Director
    HUB International, LLC.

    I focus on assisting the private equity and family office community through my insurance expertise. I support transactions, fundraising, and help the ecosystem source deals.

    New England
    Managing Partner
    Capital Access Strategies, a division of Martin H. Imm & Associates

    When you have a business client which could grow, or execute plans you have helped it develop if it only had additional capital.

    New England
    Founder and Principal
    Legacy Real Estate Advisors

    We provide consultative services that help HNW individuals, business owners and their trusted advisors with the real estate component of their investment portfolios and/or their business.

    New England
    Managing Director & Shareholder
    Valuation Research Corporation

    a valuation is needed.

    New England
    Principal
    Phinney Caldwell Growth

    A potential sale of your company will not yield the proceeds you need; you need to increase your valuation and exit potential. Readiness for a sale requires improving profitability and growth.

    New England
    Managing Partner
    Venture Growth Partners

    Clients are in need of a part-time CFO or COO and an advisor for M&A and capital raise transactions

    New England
    CFO
    Coos Bay Partners

    You need help to understand your cash flow, establish and measure key indicators of performance or stage your operation for the rigor of a due diligence review or to perform a due diligence review.

    New England
    Director
    Business Transition Strategies

    You are considering selling your company, now or in the future. We work with private companies in the lower mid-market.

    New England
    Partner
    Business Improvement Group, LLC

    Contact us before you sell your business to improve operations and EBITDA quickly without capital expenditures.

    New England
    Partner
    ESOPPlus: Schatz Brown Glassman LLP

    Whenever a shareholder in a privately-held business is looking for a liquidity event.

    New England
    Managing Director
    Monroe Credit Advisors

    A client is look to raise debt, either through our direct lending platform at Monroe Capital or wants to retain an advisor to raise the debt through Monroe Credit Advisors

    New England
    President
    Croyle Financial Consulting, LLC

    a business owner is struggling with poor earnings and cash flow. We help owners understand and use their financial reporting to improve profitability and cash flow.

    New England
    Senior Vice President / Private Client Advisor
    Bank of America Private Bank

    Your client needs to leverage their personal balance sheet to create liquidity or your client needs to put a post liquidity plan into place.

    New England
    Senior Director
    BNY Mellon Wealth Management

    A client needs financial planning advice and wealth management as early as possible in a transaction, where they will have at least $5M in investable assets.

    New England
    Managing Director
    Carpenter Hawke & Co.

    Call when thinking of selling your business/company.

    New England
    Principal Consultant
    Expense Reduction Analysts, Inc.

    You'd like to compare your costs to industry benchmarks. If we find you're paying more than you need to, we'll negotiate savings.

    New England
    Advisor
    Touchstone Advisors, LLC

    8 am -6 pm M-F

    New England

    you are starting to think about your eventual transition from your business, but don't really have an understanding of the whole transition process and what your actual exit options are.

    New England
    Managing Director
    Tolerance Capital, LLC

    you or your client have the desire to evaluate an M&A transaction, raise capital or prepare a top tier sales & growth plan.

    New England
    Partner
    Waypoint Growth Advisors

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

    New England
    Founder & CEO
    Next Stage Solutions, Inc

    • You're tired of missing expectations
    • Your operating performance is negatively affecting your ability to grow
    • You want to implement growth strategies but lack scalable business processes

    New England
    Director of Sales
    SuccessionMatching, Ltd.

    Your client cannot decide whether to sell,. transfer or wind down their business. I will help them decide, create a succession plan and get matched to the right advisors and buyers

    New England
    President
    RS Finance & Consulting, LLC

    Call me when you want to sell your company, understand the value of your company, learn about the sale process or need help making an acquisition.

    New England
    Vice President
    Mohamed-Merola Wealth Management

    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.

    New England
    Financial Advisor and Registered Representative
    Strategies for Wealth

    When you believe a client may benefit from a discussion on the value of life and or disability insurance to protect the value of the personal wealth and also of that of their business.

    New England
    Senior Consultant
    ROCG Consulting

    You are looking to develop a strategic plan to build the value of your business.

    New England
    Attorney
    Nutter McClennan & Fish LLP

    Legal Services are needed.

    New England
    Managing Partner
    KD-Partners Business Brokerage and Valuation Services

    ....You have a trusted relationship who desires to divest his/her business and requires a competent, knowledgeable and transparent advisor to help navigate through the transaction

    New England
    Partner
    Nutter McClennen & Fish LLP

    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.

    New England
    President
    Strategy Across Borders

    You are a US business seeking to sell and are interested in tapping into our expertise regarding overseas buyers, or you are a non-US business looking to expand (including via M&A) into the US market

    New England
    Mediator and Coach
    Cooperative Coaching & Mediation

    Call me when conflict between business owners and their internal or external partners impedes company profitability or cultural cohesion.

    New England
    Operating Partner
    550 Advisors LLC

    Call me when you have a business in transition. I provide real solutions as a fractional CEO, operational CFO, experienced succession planner and as an operating executive.

    New England
    CEO
    Alliance Private Wealth

    you are looking for an Exit Planning Advocate to be by your side during your exit and beyond.

    New England
    Senior Vice President
    Middlesex Savings Bank

    When you need bank financing for working capital, business expansion and commercial building acquisitions.

    New England
    Business Owner
    TAB Boston Northwest

    a business owner is interested in joining a peer advisory group and/or business owner coaching.

    New England
    Partner
    BeryDunn

    A member of the Top 100 accounting firms, and northern New England’s largest, we are a full-service accounting, assurance, and consulting firm, working with clients in the US and around the world.

    New England
    Managing Member
    Caswell Vlachos Group

    You, or someone you know or are working with, are either exploring the potential sale of a business or would like counsel as to how to begin the process, including positioning the business for future sale.

    New England
    Tarlow Breed Hart & Rodgers, PC
    New England
    VP
    TD Bank, N.A.

    you have a need for financing above $1MM. I work as a General Industries Relationship Manager for TD Bank.

    New England
    Manager
    Time's Up, LLC

    Someone you know wants sound, objective advice on the value of and transition from their small business.

    New England
    Managing Director
    Edelman & Associates

    You or your client wants someone to work with them on planning for the human side of creating a successful exit, or planning what's next for themselves, their family, or their employees.

    New England
    Founder
    Resolute Advisory Services

    You've made an acquisition and are asking "Now what?" I work with CEOs and owners to grow their businesses by planning acquisitions and post-merger integrations to increase revenue and reduce costs.

    New England
    First Vice President
    Cambridge Savings Bank

    a financing solution is needed to support business initiatives around growth, investment, M&A, operational turnaround, ownership transition, capital structure, liquidity, and enterprise value.

    New England
    Attorney
    Tarlow Breed Hart & Rodgers, PC

    Please call me when you are considering structuring a transaction and for strategic tax planning for individuals.

    New England
    Senior Vice President – Financial Advisor - CIMA® CPWA®
    RBC Wealth Management

    You are a business owner in need of personal financial clarity, some unique lending strategies, looking for sophisticated business and personal retirement planning.

    New England
    Managing Director
    The Private Bank, Bank of America

    Before the client sells the business and wants help figuring out: Do I have enough money? What should I do with the money? What do I need to know to make the best decisions for myself and my family?

    New England
    Managing Director
    LockeBridge Capital Partners

    You are planning to take your Company to the next level.

    New England
    Commercial Lender
    BankProv

    You know a business owner looking to grow or transition ownership of their company or a real estate investor with a project.

    New England
    President
    FinArc Investments, Inc.

    an entrepreneur needs help managing their investment portfolio and integrating it with other parts of their financial life (e.g. philanthropy, estate, tax, etc.)

    New England
    First Vice President Commercial Banking
    Cambridge Savings Bank

    There is a request for traditional debt financing, should it be fully secured/C&I or cash flow with an amortizing air ball or an ESOP loan.

    New England
    Director
    HUB International, LLC.

    I focus on assisting the private equity and family office community through my insurance expertise. I support transactions, fundraising, and help the ecosystem source deals.

    New England
    Managing Partner
    Capital Access Strategies, a division of Martin H. Imm & Associates

    When you have a business client which could grow, or execute plans you have helped it develop if it only had additional capital.

    New England
    Founder and Principal
    Legacy Real Estate Advisors

    We provide consultative services that help HNW individuals, business owners and their trusted advisors with the real estate component of their investment portfolios and/or their business.

    New England
    Managing Director & Shareholder
    Valuation Research Corporation

    a valuation is needed.

    New England
    Principal
    Phinney Caldwell Growth

    A potential sale of your company will not yield the proceeds you need; you need to increase your valuation and exit potential. Readiness for a sale requires improving profitability and growth.

    New England
    Managing Partner
    Venture Growth Partners

    Clients are in need of a part-time CFO or COO and an advisor for M&A and capital raise transactions

    New England
    CFO
    Coos Bay Partners

    You need help to understand your cash flow, establish and measure key indicators of performance or stage your operation for the rigor of a due diligence review or to perform a due diligence review.

    New England
    Director
    Business Transition Strategies

    You are considering selling your company, now or in the future. We work with private companies in the lower mid-market.

    New England
    Partner
    Business Improvement Group, LLC

    Contact us before you sell your business to improve operations and EBITDA quickly without capital expenditures.

    New England
    Partner
    ESOPPlus: Schatz Brown Glassman LLP

    Whenever a shareholder in a privately-held business is looking for a liquidity event.

    New England
    Managing Director
    Monroe Credit Advisors

    A client is look to raise debt, either through our direct lending platform at Monroe Capital or wants to retain an advisor to raise the debt through Monroe Credit Advisors

    New England
    President
    Croyle Financial Consulting, LLC

    a business owner is struggling with poor earnings and cash flow. We help owners understand and use their financial reporting to improve profitability and cash flow.

    New England
    Senior Vice President / Private Client Advisor
    Bank of America Private Bank

    Your client needs to leverage their personal balance sheet to create liquidity or your client needs to put a post liquidity plan into place.

    New England
    Senior Director
    BNY Mellon Wealth Management

    A client needs financial planning advice and wealth management as early as possible in a transaction, where they will have at least $5M in investable assets.

    New England
    Managing Director
    Carpenter Hawke & Co.

    Call when thinking of selling your business/company.

    New England
    Principal Consultant
    Expense Reduction Analysts, Inc.

    You'd like to compare your costs to industry benchmarks. If we find you're paying more than you need to, we'll negotiate savings.

    New England
    Advisor
    Touchstone Advisors, LLC

    8 am -6 pm M-F

    New England

    you are starting to think about your eventual transition from your business, but don't really have an understanding of the whole transition process and what your actual exit options are.

    New England
    Managing Director
    Tolerance Capital, LLC

    you or your client have the desire to evaluate an M&A transaction, raise capital or prepare a top tier sales & growth plan.

    New England
    Partner
    Waypoint Growth Advisors

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

    New England
    Founder & CEO
    Next Stage Solutions, Inc

    • You're tired of missing expectations
    • Your operating performance is negatively affecting your ability to grow
    • You want to implement growth strategies but lack scalable business processes

    New England
    Director of Sales
    SuccessionMatching, Ltd.

    Your client cannot decide whether to sell,. transfer or wind down their business. I will help them decide, create a succession plan and get matched to the right advisors and buyers

    New England
    President
    RS Finance & Consulting, LLC

    Call me when you want to sell your company, understand the value of your company, learn about the sale process or need help making an acquisition.

    New England
    Vice President
    Mohamed-Merola Wealth Management

    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.

    New England
    Financial Advisor and Registered Representative
    Strategies for Wealth

    When you believe a client may benefit from a discussion on the value of life and or disability insurance to protect the value of the personal wealth and also of that of their business.

    New England
    Senior Consultant
    ROCG Consulting

    You are looking to develop a strategic plan to build the value of your business.

    New England
    Attorney
    Nutter McClennan & Fish LLP

    Legal Services are needed.

    New England
    Managing Partner
    KD-Partners Business Brokerage and Valuation Services

    ....You have a trusted relationship who desires to divest his/her business and requires a competent, knowledgeable and transparent advisor to help navigate through the transaction

    New England
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