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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

    • August 01, 2021
    • ? - 11:00 PM (EDT)
    • Your Group Leader Will Reach Out to Set a Date / Time
    Register



    Your Group Leader Will Reach Out to Set a Date / Time

    AUGUST POWER NETWORKING
    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS AUGUST 01, 2021


    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around three fellow members of your XPX Chapter
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better

    The Power of 3 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any question, please email me directly.

    Laura Liss, Power Networking Chair.


    Cross-Chapter Program also available for those who are interested.
    • August 02, 2021
    • ? - 9:00 AM (EDT)
    • Your Group Leader Will Reach Out to Set a Date / Time
    Register



    Your Group Leader Will Reach Out to Set a Date / Time

    AUGUST POWER NETWORKING
    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS AUGUST 01, 2021


    XThe Cross-Chapter program is a supplement to local XPX Chapter power networking. Please visit your Chapter website for more information. Use this Cross-Chapter option if you want to meet members from other parts of the country. You are welcome to participate in both programs if you want. Here's how it works:

    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around five fellow members of from other XPX Chapters
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
    The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any question please email us

    • August 18, 2021
    • 11:45 AM - 1:15 PM (CDT)
    • Maggiano's Little Italy - 516 N Clark St, Chicago, IL 60654 (Intersection of Clark St & Grand Ave)
    • 14
    Register

    XPX Chicago Event:
    A Return to The City!

    We invite members and non-members to our first downtown in-person event of 2021! During this lunch meeting, each guest will be able to provide an update on how their respective business has evolved during the past year. Attendees will also have the opportunity to network and develop relationships with like-minded professionals,

    We look forward to seeing you!

    Your XPX Chicago Chapter


    Capacity: Registrations will be limited to 30 people. Once 30 people sign up, registration will close.  Registration is required in advance, no walk-ins/same day registrations will be allowed.

    Registration Fees:

    XPX Chicago Members: $30.00 

    Non-Members: $60.00 -  Become an XPX Chicago member today!

    Refund Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. We are unable to issue a credit towards another meeting or individual.




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    • August 19, 2021
    • 3:00 PM - 5:00 PM (CDT)
    • Topgolf - 2050 Progress Pkwy, Schaumburg, IL 60196
    • 9
    Register

    XPX Chicago Emerging Professionals:
    Topgolf Social Happy Hour


    Learn about our “XPX Emerging Professionals” group. Join me and our XPX EP Board members for an afternoon at the driving range. Attendance for the event is limited to a maximum of twelve people. Please only sign up if you are committed to attending. You are free to kick back with a cold beer, sip on some wine and enjoy some food while hitting some golf balls and getting to know the next generation of business leaders and decision makers!

    The goal of the XPX Emerging Professionals group is to connect like-minded, career driven and entrepreneurial individuals who are early in their career by providing networking and learning opportunities that are in line with the XPX core principals. Invite a colleague or friend that you think will benefit from XPX!

    The Exit Planning Exchange (XPX) is a multi-disciplinary professional organization aimed at providing education and networking opportunities to those who service company owners. XPX member’s help owners build sustainable businesses and help them plan and execute successful exits.

    I look forward to meeting you!

    Attendance for the event is limited to a maximum of twelve people. Please only sign up if you are committed to attendingRegistration is required in advance, no walk-ins/same day registrations will be allowed.

    Registration Fees:

    XPX Chicago Members: $10.00 

    Non-Members: $20.00 -  Become an XPX Chicago member today!

    Refund Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. We are unable to issue a credit towards another meeting or individual.

    THANK YOU FOR OUR EVENT SPONSOR!






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    • August 25, 2021
    • 10:50 AM - 11:30 AM (EDT)
    • Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
    Register

    Virtual meeting at 11 AM ET


    Welcome to XPX!

    Please join us at this quick monthly web meeting with members from across the country and learn how to get the most out of your membership.

    You’ll learn:

    • Where to find the resources and information you need to be the best advisor
    • How to share content to increase your visibility in our community
    • How to maximize the effectiveness and visibility of your profile on our site
    • How to manage your profile, registrations and payments through the website

    Your guides will be Mary Adams, XPX Executive Director, and Angie Ellis, XPX Chapter Administrator.

    (We hold these meetings the fourth Wednesday of every month at 11 AM ET. If you can’t make this meeting, please let us know in the registration form and we’ll add you to next month’s meeting). Non-members welcome to listen in too!


    • September 02, 2021
    • ? - 9:00 AM (EDT)
    • Your Group Leader Will Reach Out to Set a Date / Time
    Register



    Your Group Leader Will Reach Out to Set a Date / Time

    SEPTEMBER POWER NETWORKING
    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS SEPTEMBER 01, 2021


    XThe Cross-Chapter program is a supplement to local XPX Chapter power networking. Please visit your Chapter website for more information. Use this Cross-Chapter option if you want to meet members from other parts of the country. You are welcome to participate in both programs if you want. Here's how it works:

    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around five fellow members of from other XPX Chapters
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
    The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any question please email us

Past events

July 28, 2021 XPX Orientation
July 27, 2021 Informed Inclusion Book Club - You'll Never Believe What Happened to Lacey
July 15, 2021 XPX Chicago Summer Social Event: Chicago Dogs Baseball Game
July 01, 2021 XPX Chicago Signup deadline for member power networking - July
July 01, 2021 All XPX - Member Cross-Chapter Signup deadline for member power networking - July
June 30, 2021 XPX Orientation
June 24, 2021 XPX Chicago: Maximizing Business Value: The Growing Importance of Intangible Assets
June 22, 2021 Informed Inclusion Book Club - Caste (Discussion II)
June 15, 2021 XPX Chicago: Building Culture Moving Forward
June 02, 2021 XPX Global - Member Cross-Chapter Signup deadline for member power networking - June
June 01, 2021 XPX Chicago Signup deadline for member power networking
May 26, 2021 XPX Orientation
May 25, 2021 Informed Inclusion Book Club - Caste (Discussion I)
May 20, 2021 XPX Chicago: In Person, Outdoor Networking Breakfast
May 12, 2021 XPX Chicago: Franchise Readiness
May 01, 2021 XPX Members - Cross-Chapter Signup deadline for member power networking
May 01, 2021 XPX Chicago Signup deadline for member power networking
April 28, 2021 XPX Orientation
April 27, 2021 Informed Inclusion Book Club - White Fragility
April 20, 2021 XPX Chicago: The Legal Basics of an M&A Transaction
April 01, 2021 XPX Members - Cross-Chapter Signup deadline for member power networking
April 01, 2021 XPX Chicago Signup deadline for member power networking
March 30, 2021 Informed Inclusion Book Club - The Good Immigrant
March 24, 2021 XPX Emerging Professionals: When Advisors Collide
March 23, 2021 XPX Chicago: Owners' Academy - Post-COVID-19 Thinking About Sale Readiness and Exit Planning
March 17, 2021 XPX Chicago: St. Patrick’s Day Social
March 17, 2021 XPX Orientation
March 05, 2021 XPX Members - March Cross-Chapter Power Networking
March 01, 2021 XPX Chicago Members - March Session Power Networking
February 23, 2021 Informed Inclusion Book Club - How to Be an Antiracist
February 17, 2021 XPX Orientation
February 11, 2021 XPX Chicago: Emerging Professional Social Happy Hour
February 01, 2021 XPX Chicago Members - February Session Power Networking
January 28, 2021 XPX Chicago: Retirement Readiness
January 27, 2021 XPX Chicago Emerging Professionals: Elements of an Elevator Pitch!
January 20, 2021 XPX Orientation
January 19, 2021 Informed Inclusion Book Club - Inaugural Meeting
January 14, 2021 XPX Chicago: The M&A Market – A Look Forward and a Look Back
January 08, 2021 XPX Members - January Cross-Chapter Power Networking Options
January 01, 2021 XPX Chicago Members - January Session Power Networking
December 16, 2020 XPX Orientation
December 08, 2020 XPX Chicago Holiday Event
December 01, 2020 XPX Members - December Cross-Chapter Power Networking
December 01, 2020 XPX Chicago Members - December Session Power Networking
November 23, 2020 XPX Chicago: Emerging Professionals Final Social Happy Hour of 2020!
November 18, 2020 XPX Orientation
November 10, 2020 XPX Chicago: Year-End Tax Planning
November 01, 2020 XPX Chicago Members - November Session Power Networking
October 21, 2020 XPX Orientation
October 13, 2020 XPX Chicago: In Person, Outdoor Social Networking Networking Event
October 07, 2020 XPX Chicago: Emerging Professionals Managing Your Career During the Pandemic
October 01, 2020 XPX Chicago Members - October Session Power Networking
September 23, 2020 XPX Chicago: Emerging Professionals Social Happy Hour
September 22, 2020 XPX Chicago: Navigating Business Interruption— Why Change is Necessary
September 16, 2020 XPX Orientation
September 01, 2020 XPX Chicago Members - September Session Power Networking
August 26, 2020 XPX Chicago: In Person, Outdoor Networking Breakfast
August 19, 2020 XPX Orientation
August 11, 2020 XPX Chicago: Gaining Traction® In Your Business
August 01, 2020 XPX Chicago Members - August Session Power Networking
July 22, 2020 XPX Chicago: Venturing out of the Pandemic
July 16, 2020 XPX Chicago - Virtual Happy Hour Social Event & Power Networking Sign-Up
July 15, 2020 XPX Orientation
July 01, 2020 XPX Chicago Members - July Session Power Networking
June 23, 2020 XPX Chicago: The Psychology of Leading Through the Pandemic -
June 17, 2020 XPX Orientation
June 11, 2020 XPX Chicago: Owners Academy
May 21, 2020 XPX CHICAGO –VIRTUAL NETWORKING HAPPY HOUR
May 20, 2020 XPX Orientation
May 11, 2020 XPX Chicago: How to Maximize Your Paycheck Protection Program (PPP) Loan Funds
April 29, 2020 XPX Advisor Exchange - EBITDAC, Disruption and Hiring Remotely
April 22, 2020 XPX Advisor Exchange
April 15, 2020 XPX Advisor Exchange - Supply Chains, Presenting Remotely and Business Value
April 15, 2020 XPX New Member Orientation
April 09, 2020 XPX Chicago: POSTPONED 2020 CASE STUDY DISCUSSION
April 08, 2020 XPX Advisor Exchange - How to have difficult conversations
April 01, 2020 XPX Advisor Exchange - M&A, Employment law, Healthcare, Courage
March 26, 2020 XPX Chicago - Happy Hour Social Event - POSTPONED
March 25, 2020 XPX Advisor Forum
March 18, 2020 Virtual Meeting on Virtual Meetings
March 18, 2020 XPX New Member Orientation
March 12, 2020 XPX Chicago: Panel Discussion - Update on Current Tax Landscape with KRD and Sassetti
February 27, 2020 XPX Chicago - Happy Hour Social Event
February 19, 2020 XPX New Member Orientation
February 13, 2020 XPX Chicago: 2020 Case Study Kick-Off
February 05, 2020 XPX Chicago - Emerging Professional Top Golf Event
January 16, 2020 XPX Chicago - Emerging Professional Gathering
January 15, 2020 XPX New Member Orientation
January 09, 2020 XPX Chicago: Annual Kickoff Meeting - Planning for 2020 with XPX Chicago
December 18, 2019 XPX New Member Orientation
December 05, 2019 XPX Chicago Holiday Networking Event
November 14, 2019 XPX Chicago - Emerging Professional Gathering
November 13, 2019 XPX New Member Orientation
November 07, 2019 XPX Chicago Owners' Academy: Succession Well-Planned: View from the next Gen Owner
October 10, 2019 XPX Chicago: 3 year anniversary breakfast
September 26, 2019 XPX Chicago: Joint Networking Event with the Alliance of Merger and Acquisition Advisors (AM&AA)
September 06, 2019 XPX Chicago - 2nd Annual Fall Social/Networking Event - Day at the Races
August 08, 2019 XPX Chicago - Emerging Professional Gathering
August 08, 2019 XPX Chicago: “Why Doesn’t a Business Sell”
July 18, 2019 XPX Chicago: So now you are selling – How to live a fulfilling life after the transaction
June 26, 2019 XPX Chicago Social
June 13, 2019 XPX Chicago: Who is your buyer?
June 06, 2019 XPX Chicago - Emerging Professional Gathering
May 09, 2019 XPX Chicago Owners' Academy: HOW AND WHY OWNERS DO BUSINESS PLANNING – - OR NOT
April 30, 2019 XPX Chicago Social Gathering
April 11, 2019 XPX Chicago: Different types of funding methods for transferring a business.
April 04, 2019 XPX Chicago XPX March Social in April
March 14, 2019 XPX Chicago: How advisors handle shareholder disputes.
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 Gathering
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 Gathering
January 11, 2018 XPX Chicago - Collaborative XPX Planning for 2018
December 12, 2017 XPX Chicago Holiday Gathering
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

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