Greater Boston

CHAPTER

The Greater Boston Chapter of the Exit Planning Institute is a group of local advisors dedicated to changing the outcome for middle market owners looking to grow, transition, or exit their businesses.


 

Chapter Purpose: The purpose of the EPI Greater Boston Chapter is to create a forum where the local community of professional advisors can collaborate to address unique needs of the local community; develop educational programs for business owners and professional advisors to build awareness and better prepare an owner for the successful exit of their business; develop, encourage and foster the adoption of best practices for the exit planning profession; and promote the common business interests of those business advisors engaged in the profession of exit planning.

 

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NATIONAL STATE OF OWNER READINESS

Recent studies show that 66% of the current American business market is owned by Baby Boomers, who are set to transition over the next zero to ten years. Statistics also show that only 20% – 30% of businesses that go to market actually sell; leaving up to 80% of those without solid options to harvest their wealth and ensure economic continuity into the next generation. An owner who is “ready” with an attractive business greatly increases the odds that the business will survive a transition of hands. The question is, how ready is the national marketplace to succeed?

Download the National Report

Upcoming Chapter Events


M&A Activity in Lower<br> Middle Market

M&A Activity in Lower
Middle Market

Join us for a discussion on the current status of the M&A market for privately held, lower
middle market business.

FEB 19, 2020

 


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Local Leadership


 

President<br>

President

Stuart C. McLeod, CEPA
UBS Financial Services, Inc.
P: (617)-261-2538


Email Stuart

Vice<br>President

Vice
President

Joseph Drier, CEPA, CFP®
UBS Financial Services, Inc.
P: (781)-982-3631

Email Joseph

Leadership Committee Member

Leadership Committee Member

Andrew Bostian, ASA, MST
Blum Shapiro
P: (617) 658-5232

Email Andrew

Leadership Committee Member

Leadership Committee Member

Kenneth M. Fischer, CPA/ABV, MBA, CGMA, CEPA
KMF Consulting Services
P: (978)-500-0595

Email Kenneth

Leadership Committee Member

Leadership Committee Member

Ron Lotti, CEPA
Apollo Financial Group, LLC
P: (603)-318-9320

Email Ron

Leadership Committee Member

Leadership Committee Member

Brian P. Lynch, CEPA, CFP®
UBS Financial Services, Inc.
P: (617) 439-8069

Email Brian

Leadership Committee Member

Leadership Committee Member

Todd McMahon, MBA, FINRA- Series 79 & 63
Capstone Headwaters
P: (617) 619-3334

Email Todd

Leadership Committee Member

Leadership Committee Member

Jay M. Pabian
Pabian & Russell, LLC
P: (617)-951-3100

Email Jay

Leadership Committee Member

Leadership Committee Member

Kenneth Sanginario, CVGA, CM&AA, CTP, CPA, ABV, CVA, MSF, MST
The Value Opportunity Profile, Corporate Value Metrics LLC
P: (508)-870-5805

Email Kenneth

Leadership Committee Member

Leadership Committee Member

Stephan K. Thieringer, Ph.D.
Human Innovation Garage
P: (617)- 800-7262


Email Stephan

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