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.

 

Attend an Event Meet the Leaders Join Email List

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


EPI Mixer

EPI Mixer

Join others in the exit planning community for cocktails, appetizers, and networking. Plus, get a chance to meet the leadership team of the newest EPI chapter.

JAN 22, 2019

Philanthropy and Business Owners

Philanthropy and Business Owners

Discuss how effective charitable planning as well as personal income and legacy planning can leave a family with a balance sheet that makes a much greater impact.

FEB 26, 2019

Business Planning Under The New Tax

Business Planning Under The New Tax

The Tax Cuts and Jobs Act represented the most sweeping changes to the tax code in more than 30 years, affecting individual and corporate taxes, estate, and gift taxes.

MAR 26, 2019

Save The Date April Event

Save The Date April Event

Save the date for the Exit Planning Institute April Greater Boston Chapter event. Preregister Now.

APR 30, 2019

Save The Date May Event

Save The Date May Event

Save the date for the Exit Planning Institute May Greater Boston Chapter event. Preregister Now.

MAY 21, 2019

Save The Date June Event

Save The Date June Event

Save the date for the Exit Planning Institute June Greater Boston Chapter event. Preregister Now.

JUN 25, 2019

 


Join Chapter Email List


EPI provides leading advisors the best content in the exit and
succession planning industry. Submit your contact information
to receive local chapter communications as well as industry trends,
new articles, exclusive whitepapers, market research, and training programs.

Subscribe to Email List

 

 

Local Leadership


 

Co-President

Co-President

Alexis Bishop, CEPA
UBS Global Wealth Management
P: (781) 982-3624

Email Alexis

Co-President

Co-President

Clare Kiesel, CEPA
UBS Global Wealth Management
P: (781) 446-8922

Email Clare

Member

Member

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

Email Andrew

Member

Member

Joseph Drier, CEPA, CFP®
UBS Global Wealth Management
P: (781) 982-3631

Email Joeseph

Member

Member

David Foster, CPA
John T. Chipman & Company LLP
P: (781) 762-6272

Email David

Member

Member

Brian Lynch, CEPA
UBS Global Wealth Management
P: (617) 439-8069

Email Brian

Member

Member

Todd McMahon
Capstone Headwaters
P: (617) 619-3334

Email Todd

Member

Member

Gregory M. O'Shaughnessy
Nixon Peabody
P: (617) 345-1343

Email Gregory

Member

Member

Jonathan Penta, CEPA, CRPC
UBS Global Wealth Management
P: (781) 446-8927

Email Jonathan

Reinvent yourself with exit planning.