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 Exit Planning Institute (EPI) is considered the leader and standard bearer in the field of exit planning and business value acceleration. EPI offers the Certified Exit Planning Advisor Program (CEPA), the most widely accepted and endorsed professional program in the world. The Exit Planning Institute Greater Boston Chapter’s sole focus is to create timely and pertinent content to help business owners and the professionals that serve them accelerate the value of their business as well as manage it with a transition in mind. This insures the best possible outcome when an owner decides to transition their business at some future date.

 

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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


Understanding Qualified Small Business Stock

Understanding Qualified Small Business Stock

Join us for an engaging discussion around small business stock and maximizing owner and key employee compensation.

JAN 20, 2021

Navigating a Business Owner's Journey

Navigating a Business Owner's Journey

Join us for a conversation on how to prepare for the transition of your business and a post-transition life.

DEC 02, 2020

 


Previous Chapter Events:


M&A Activity in Lower Middle Markets

COVID-19: What Business Owners Should Be Doing Now

 

Helping Owners Navigate Through Recession (Part 1-3)

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.

Download Recording

HELPING OWNERS NAVIGATE THROUGH RECESSION, PT 2: REVITALIZE

HELPING OWNERS NAVIGATE THROUGH RECESSION, PT 2: REVITALIZE

Now that you’ve stabilized your company, the next step is to reexamine your entire business to gain a deeper understanding of how and where you make money and lose money.

Download Recording

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.

Download Recording

Download 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.

Listen Now

Paycheck Protection Program- Loan Forgiveness Guide

Paycheck Protection Program- Loan Forgiveness Guide

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

Managing & Motivating a Remote Workforce

Managing & Motivating a Remote Workforce

Our panel discusses remote workforce engagement, the re-hire process for employees, hiring after COVID, and things we have learned already.

Listen Now

COVID-19 Response


Accessing CARES Act Stimulus

 

 

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

Caitlin Roos
Bank of America Private Bank
P: (617) 341-0035


Email Caitlin

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

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