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.

 

Attend an Event Meet the Leaders Join Email List

 

*NEW* Feature List: In an effort to help continue to build our exit planning community, the EPI Greater Boston chapter has created a list of all CEPA’s in the Greater New England area to be featured here on our site. Our intent is to ease networking, communication, and content sharing for professionals within our region. Check out the list below and see who could become a nearby connection!

Download Featured CEPA 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 Virtual Chapter Events


A Review & Outlook of M&A Activity

A Review & Outlook of M&A Activity

A review M&A activity for the privately held middle market business through COVID and the industry trends that effected valuations.

JUN 09, 2021

 


Previous Chapter Events:


Wealth Strategies for Business Owners

The leadership of EPI Boston Chapter interviews Chris Hennessey – national expert on tax planning for business owners, professor emeritus at Babson Law.  The discussion has many actionable strategies – tax optimization, maximizing income & keeping key employees, structuring your business with transition in mind, & planning for succession.

Navigating a Business Owner’s Journey

Navigating a Business Owner's Journey

Check out our conversation with nationally acclaimed Barbara B. Roberts on how to prepare for the transition of your business.

View Recording

Download the Replay

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.

Listen Now

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

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: What Business Owners Should Be Doing Now

 

M&A Activity in Lower Middle Markets

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


 

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, MBA, CEPA
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