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 Virtual Meetings


Helping Owners Navigate Through Recession, Pt 1:  Stabilize

Helping Owners Navigate Through Recession, Pt 1: Stabilize

The pandemic threatens to destroy everything you have spent your life building. In this program, you will be able to identify key leadership attributed and critical business actions to stabilize your company.

AUG 12, 2020

Helping Owners Navigate Through Recession, Pt 2: Revitalize

Helping Owners Navigate Through Recession, Pt 2: Revitalize

Now that you’ve stabilized your company and created some breathing room, the next step is to reexamine your entire business to gain a deeper understanding of how and where you make money and lose money, so you can begin remaking your future.

AUG 19, 2020

Helping Owners Navigate Through a Recession, Pt 3: Monetize

Helping Owners Navigate Through a Recession, Pt 3: Monetize

After you navigate some of the most seismic economic and cultural challenges in 100 years, it’s now time to accelerate growth and monetize your life's work.

SEP 2, 2020

 


Previous Chapter Events:


February 19, 2020: M&A Activity in Lower Middle Markets

April 23, 2020: COVID-19: What Business Owners Should Be Doing Now

 

Listen to the Replay

The Best Planning opportunity in a Generation - is Today!

The Best Planning opportunity in a Generation - is Today!

In this discussion we outlined how COVID-19, the governmental stimulus response, depressed valuations, the expectation of tax law changes and historically low interest rates have created the best planning opportunity in a generation for business owners. Business owners need to understand their strategic planning options to position themselves and their business for the best possible transition.

Listen Now

Paycheck Protection Program- Loan Forgiveness Guide

Paycheck Protection Program- Loan Forgiveness Guide

Exit Planning Institute- Greater Boston Leadership Committee member Andrew Bostian hosted a roundtable discussion with blumshapiro colleagues Christopher Hines and William Moore. In this discussion we dug into the critical information for business owners who have been approved to receive or have already received funds from the PPP to comply with the forgiveness provisions.

Listen Now

COVID-19 Response


Accessing CARES Act Stimulus

 

In this discussion we outlined how COVID-19, the governmental stimulus response, depressed valuations, the expectation of tax law changes and historically low interest rates have created the best planning opportunity in a generation for business owners. Business owners need to understand their strategic planning options to position themselves and their business for the best possible transition.

Emergency Loans: Small<br>Business Guide

Emergency Loans: Small
Business Guide

Exit Planning Institute- Greater Boston Leadership Committee member Andrew Bostian hosted a roundtable discussion with blumshapiro colleagues Christopher Hines and William Moore. In this discussion we dug into the critical information for business owners who have been approved to receive or have already received funds from the PPP to comply with the forgiveness provisions.

Download

 

ADDITIONAL RESOURCES

To help in navigating the Payroll Protection and the SBA Economic Injury Disaster Loan Programs and the application process, the blumshapiro team has developed a Loan Toolkit to assist you with the PPP eligibility the application process and the loan forgiveness tracking requirements.

Loan Tool Kit

Coronavirus (COVID-19): Small Business Guidance & Loan Resources

Navigate Guidance & Loan Resources

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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

Peter Asiaf, CEPA
Capstone Headwaters
P: (617) 619-3368

Email Peter

Leadership Committee Member

Leadership Committee Member

Alexis Bishop, CEPA
UBS Financial Services, Inc.
P: (781) 982-3624

Email Alexis

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

Maria Gatto, MBA, M.Ed., CVGA
Focused Growth Consulting LLC
P: (781) 783-4540

Email Maria

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
Capstone Headwaters
P: (617) 619-3334

Email Todd

Leadership Committee Member

Leadership Committee Member

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


Email Jay

Leadership Committee Member

Leadership Committee Member

Kerri Salls, MBA, CVGA
Value Growth Results
P: (978) 270-1524


Email Kerri

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

Reinvent yourself with exit planning.