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The Exit Planning Exchange Chicago Chapter is a local nonprofit association of advisors who provide professionalism, collaboration and principles to the heart of the middle market. Our members work with business owners in all stages of the private company life cycle: business value growth, business value transfer, and owner life and legacy.

XPX provides a unique combination of:


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We're just getting started but look forward to creating a vibrant community of advisors to privately-held businesses in the Chicago area. 

In Person Outdoor Networking Breakfast

After several months of virtually meetings, on August 26, 2020 XPX Chicago held the first in person outdoor networking breakfast event at the Butterfield Country Club in Oak Brook, IL.

Fellow XPX Chicago Chapter members and guests reconnected in person following social distance guidelines.


Our programs are designed to increase participatory involvement with member round-table and panel discussions. Why should you participate? Many reasons, but for starters:

  • Demonstrate what you bring to the table as you share your expertise
  • Spot potential partners among the membership as they display their niche knowledge
  • Get to know members more deeply

Roll-up your sleeves and exercise your mind alongside your colleagues and friends!


If you are an advisor to owners and managers of companies in the lower middle market, XPX can be a powerful learning network for you! Our members represent twelve different professions but share core principles of collaboration, putting the client first, thinking long term, considering the human angle and continuous learning. 

Learn more about our membership benefits and options. 

Join Now!

Ray Palys, XPX Chicago President


Volunteers needed for our operating committees

We are looking for volunteers for our operating committees for events.

The descriptions are:

Communications Committee: Promotes the organization, its events and the good work of the various committees. The committee also partners with members of the XPX Chicago chapter to advance efforts in public and media relations, digital marketing and social media. Contact: Laura Yunger, Chair - lyunger@saltaresolutions.com

Membership Committee: Develops membership policies, including deciding when initial free membership ends, cost of membership, firm memberships, and is responsible for increasing membership and running membership recruitment drives. Contact: James Van Ham, Chair - Jimmyv@stgfin.com

Program Planning Committee: Plans content, format and location for monthly membership meetings, and develops periodic special events or programs. Contact: Michael Karmin, Chair - mkarmin@stratwealth.com , Peter Holton, Chair -  peter@caberhill.com, Allen Kutchins, Chair - AIK@krdcpas.com

Sponsorship / Outreach Committee: Sets sponsorship policies and solicits general and event sponsorships along with outreach to potential association alliance partners. Contact: John Weber, Chair - jweber@waterstreetadvisors.com or Brian Wetters, Chair - bwetters@corestrata.com

Networking/ValueMakers Chair: Develops and runs Networking/ValueMakers, a more substantial networking experience for members who wish to participate. Contact Christopher Manick: Christopher.Manick@busey.com

Owners’ Academy Committee: Develops and runs the Owners’ Academy program, a program aimed at business owners to provide valuable content useful to them and/or peer experiences on particular topics relevant to running, growing, or selling a business. Contact:  Bob Greisman, Chair - rgreisman@integratedgrowthadvisors.com

Emerging Professional Committee:  The Emerging Professional Committee focuses on developing methods and programming to reach out to young professionals looking to further develop their business and leadership skills. Examples of programming includes mentoring with senior level professionals; committee leadership opportunities; networking; and social events, to name a few.  For more information contact: Nermin Avdic, Chair - navdic@krdcpas.com

This is what it entails:

Most committee meetings will be conducted by telephone, and that participation will not be too time burdensome; perhaps only an hour or so a month, although some months could be a little more, and others less. There will be 3-5 members per committee, although we are not limiting the size if many wish to participate. Membership is a good way, without too much time expended, to get to know other XPX members better, and to have a role in the leadership of the organization.  Click here for additional information of each committee.

If you are interested, please contact Angie Ellis if you are interested at angie@exitplanningexchange.com.


If you would like to learn about becoming a sponsor of the Chicago chapter of the Exit Planning Exchange, please download our Sponsor Opportunities and contact Angie Ellis.

Advisor Professions

Our diverse membership includes:




M&A Intermediaries 






Virtual Managers 

Insurance providers

Wealth Planners

View our member directory

Advisor Principles

We are united by shared principles:

  1. Work collaboratively
  2. Put the client first
  3. Think long term
  4. Consider the human angle
  5. Always be learning

Learn more

Chapter Events


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The most valuable part of my participation with XPX is the education about exit planning that I have received from attending meetings and from all the members. XPX is a very approachable group. Everyone is willing and interested in an exchange of ideas. I especially like the Power of Three which enables you to get to know other members better.

Dick Albu, Albu Consulting LLC

I really enjoy the small group interactions at XPX which is different from other organizations. I have also received an engagement from a XPX member.

Alan Booth, Executive Leadership Advisor

XPX offers excellent content based seminars specifically geared towards professionals focusing on the sale or transition of a business. The diverse topics and membership provide strong networking opportunities. Both the targeted content and diverse membership, focusing on bringing advisors together as a team to help the client, help XPX stand out from other organizations.

Michael Clear, Wiggin and Dana

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