

Boston Exit Planning Consortium
The Boston Exit Planning Consortium's sole focus is to curate and 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.
RESOURCES TO INCREASE BUSINESS VALUATION
AND PREPARE FOR INEVITABLE TRANSITION
Our "Open Architecture" Resource Library
provides valuable information for Business Owners
as well as the Professionals who serve them.
Resource Library

Stuart McLeod
Senior Vice President,
Wealth Management
UBS Financial Services, Inc.

Joseph Drier
Senior Vice President
Hingham Street Partners
at UBS

Robert Simpson
Managing Partner
Waverider Communications

Kerri Salls
Exit Strategist &
Value Growth Advisor
This Way Out, LLC

Ken Fischer
Principal
KMF Consulting Services

Maria Gatto
Practice Management
Consultant

Jay Pabian
Partner
Rubin and Rudman LLP

Andrew Bostian
Principal
Clifton Larson Allen

Alexis Bishop
Branch Manager
UBS Boston, South Shore
Brian Lynch
Vice President
UBS Financial Services, Inc.

Peter Asiaf
Head of Business Development
Capstone Partners

Caitlin Roos
Senior Vice President
Private Client Advisor
Bank of America
Private Bank

Paul Cronin
Mergers & Acquisitions Advisor
True North Advisors Group

Kevin Dougherty
Managing Director
KD-Partners, LLC
M&A Advisory-Sell Side

Paul Kelly
Regional President
Berkshire Bank