What We Do


As members of an global network of other accomplished professionals, Alliance members are perceived with capabilities beyond that of single individual or company.

Technical Expertise

Educational workshops and national conferences provide members with innovative solutions to the many challenges of the M&A business. Creative ways to structure M&A and Corporate Finance transactions as well as information on recent tax law changes are regular topics of these meetings.

Professional Development

Our peer-to-peer professional network is the result of our freely shared collective experience. These real-life transaction lessons can mean the critical difference between success and failure. Alliance members learn from the successes and mistakes of all others.


Is Certification for You?

In their 2016 New England Summit, the Exit Planning Exchange invited panel members representing organizations that offer major certification for advisors that work with private companies. Their discussion topics included:

Why should you consider certification?
- How do the programs work?
- What are the benefits to your business?
- Will your client care?