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GROWTH. TRANSFER. LEGACY.

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EVENTS

The Exit Planning Exchange Chicago Chapter holds events throughout the Greater Chicago area. 

Our association events promote peer learning, networking and visibility for our members in the local private company advisor community.  Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy. 


Upcoming events

    • March 14, 2019
    • 7:30 AM - 9:00 AM (CDT)
    • Chicago Cut Steakhouse - 300 N LaSalle St., Chicago, IL
    Register

    During this meeting, we will have a wide-ranging panel discussion on how professional advisors handle disputes between shareholders of a business. Discussion points will range from buy/sell agreements to emotional/relationship conflicts. Subject matter experts from various professions will be represented on this panel. As always, we will also provide our guests with an opportunity to develop relationships with like-minded professionals and then have a panel that will introduce and debate strategies to prepare a business for the future.

    • April 09, 2019
    • 7:30 AM - 9:00 AM (CDT)
    • Hyatt Lodge At McDonald's Campus- 2815 Jorie Boulevard, Oak Brook, IL
    Register

    During this meeting, we will have a wide-ranging panel discussion on the different types of funding methods for transferring a business a business. Subject matter experts from various professions will be represented on this panel. As always, we will also provide our guests with an opportunity to develop relationships with like-minded professionals and then have a panel that will introduce and debate strategies to prepare a business for the future.

    Panelists: TBD

    • May 09, 2019
    • 7:30 AM - 9:30 AM (CDT)
    • Hyatt Lodge At McDonald's Campus- 2815 Jorie Boulevard, Oak Brook, IL
    Register



    Thursday May 9, 2019

    7:30 am – 9:30 am

    SAVE THE DATE
    Hyatt Lodge, Oak Brook, IL

    HOW AND WHY OWNERS DO BUSINESS PLANNING – - OR NOT

    What Business Advisors Can Learn From Their Clients

    A SESSION FOR PROFESSIONAL ADVISORS (XPX MEMBERS and NON-MEMBERS)
    and
    BUSINESS OWNERS

    THIS WILL BE THE ONLY CHICAGO CHAPTER XPX PROGRAM IN MAY

    To spin an old line – planning can be scary. Especially if it is about the future. Having heard from advisors on how and why owners should conduct business planning, it is time to hear from the owners themselves. Our panel of owners from diverse industries will explain obstacles and fears related to business planning, areas they struggle with, and how and why they have prepared for the future, including: Dealing with the unexpected, creating growth, recession or decline, succession, and possible sale.

    Please mark your calendar, and invite clients, prospects, or friends.

    Non-Solicitation Policy

    Please note that the Owners' Academy is an educational event for business owners. By registering, all advisors agree to the Chicago Chapter of the Exit Planning Exchange's policy that both member and non-member advisors will not solicit any business owner either at the event or afterward.


    • June 13, 2019
    • 7:30 AM - 9:00 AM (CDT)
    • Chicago Cut Steakhouse - 300 N LaSalle St., Chicago, IL

    XPX Chicago Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!

    Registration will open soon.

    • July 09, 2019
    • 7:30 AM - 9:00 AM (CDT)
    • Hyatt Lodge At McDonald's Campus- 2815 Jorie Boulevard, Oak Brook, IL

    XPX Chicago Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!

    Registration will open soon.

    • August 08, 2019
    • 7:30 AM - 9:00 AM (CDT)
    • Chicago Cut Steakhouse - 300 N LaSalle St., Chicago, IL

    XPX Chicago Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!

    Registration will open soon.

    • October 10, 2019
    • 7:30 AM - 9:00 AM (CDT)
    • Chicago Cut Steakhouse - 300 N LaSalle St., Chicago, IL

    XPX Chicago Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    Learn how to better serve your clients

    Meet new contacts in the private company market

    Get visibility with your existing network of contacts

    Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!

    Registration will open soon.

Past events

February 21, 2019 XPX Chicago - Young Professional Gathering
February 19, 2019 XPX Chicago Social Gathering
February 12, 2019 XPX Chicago: More Thoughts on How To Prepare your Business For the Future
January 17, 2019 XPX Chicago Social Gathering
January 10, 2019 XPX Chicago: How To Prepare your Business For the Future
December 04, 2018 XPX Chicago Holiday Networking Event
November 15, 2018 XPX Chicago Owners' Academy: Owners Advising Advisors
October 11, 2018 XPX Chicago - Year-end tax planning for business owners - taking into consideration tax reform.
September 14, 2018 XPX Chicago - Inaugural Fall Social/Networking Event - Day at the Races
August 09, 2018 XPX Chicago - Wealth Management and Asset Protection Considerations for Business Owners Considering a Sale
June 20, 2018 XPX Chicago - What legal structure works for you? In today’s tax environment, how should a business owner think about the legal structure of their firm?
June 01, 2018 XPX Chicago Social
May 23, 2018 XPX Chicago - Young Professional Gathering
May 15, 2018 XPX Chicago Owners' Academy
April 27, 2018 XPX Chicago Social Get-Together
April 26, 2018 XPX Chicago - The current state of capital markets and financing for small- to mid-size businesses, including any opportunities as a result of recent tax reform.
April 13, 2018 XPX Chicago - Insperity Sponsor XPX Member Appreciation Event
March 20, 2018 XPX Chicago - The Current Market for Mergers & Acquisitions, and its impact on the Small Business Owner
February 28, 2018 XPX Chicago Meet Up
February 22, 2018 XPX Chicago - Impact of Tax Reform on Business Owners
January 18, 2018 XPX Chicago - Collaborative XPX Planning for 2018
January 16, 2018 XPX Chicago - Young Professional Meetup
January 11, 2018 XPX Chicago - Collaborative XPX Planning for 2018
December 12, 2017 XPX Chicago Holiday Meet Up
December 05, 2017 XPX Chicago Owners' Academy Business Value Creation
November 30, 2017 XPX Chicago - Case Study and Discussion: Exit Plan
November 14, 2017 XPX Chicago - Case Study and Discussion: Exit Plan
October 26, 2017 XPX Chicago - Case Study and Discussion: Strategic Planning for Growth
October 19, 2017 XPX Chicago - Case Study and Discussion: Strategic Planning for Growth
August 24, 2017 XPX Chicago - Case Study and Discussion: Owner Wealth
August 16, 2017 XPX Chicago - Case Study and Discussion: Owner Wealth
July 27, 2017 XPX Chicago - Case Study and Discussion: Banking and Finance
July 18, 2017 XPX Chicago - Case Study and Discussion: Banking and Finance
June 20, 2017 XPX Chicago Inaugural Owner’s Academy Seminar
June 13, 2017 XPX Chicago Spring Social Event
May 11, 2017 XPX Chicago - Case Study and Discussion: Legal
May 04, 2017 XPX Chicago - Case Study and Discussion: Legal
April 19, 2017 XPX Chicago - Case Study and Discussion: Accounting and Valuation
April 06, 2017 XPX Chicago - Case Study and Discussion: Accounting and Valuation
March 15, 2017 XPX Chicago - Quarterly City/Suburbs Combined Networking
February 23, 2017 XPX Chicago - Case Study Introduction and Discussion to Identify Six Core Issues that are Challenging HiTech Service Co.
February 15, 2017 XPX Chicago - Case Study Introduction and Discussion to Identify Six Core Issues that are Challenging HiTech Service Co.
January 11, 2017 XPX Chicago - 2017- A Facilitated Member Discussion on the Owner Transition Process
December 14, 2016 XPX Chicago Holiday Networking Event
November 09, 2016 XPX Chicago - Business Coaching
October 05, 2016 XPX Chicago- New Regulations on Valuation Discounts & Family Business
September 14, 2016 XPX Chicago Chapter Launch Event

Chapter Events

SPONSORS

TESTIMONIALS

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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