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EVENTS

Upcoming events

    • April 26, 2018
    • 7:30 AM - 9:00 AM (CDT)
    • Chicago Cut Restaurant - 300 N LaSalle Dr, Chicago, IL

    This will be our only meeting in April.

    In this session, we will provide our guests with an opportunity to develop relationships with like-minded professionals and then have a panel discussion on the current state of capital markets and financing. Specifically, we will focus on the opportunities for small- and mid- size business owners as a result of recent tax reforms

    Our Panel: 

    Stephen Lewis – Capstone Headwaters
    Christopher Manick – Busey Bank
    Dave Meier – Gibraltar Business Capital
    Tim O'Connell – B2B CFO


    • April 27, 2018
    • 4:00 PM - 6:30 PM (CDT)
    • Flagg Creek Golf Course (Driving Range Practice), 6939 Wolf Rd, Countryside, IL
    Register


    Social Get-Together


    Join us for a social get-together after work on Friday, April 27th.  Stop by to say hello and join us for a cocktail! Feel free to bring a colleague who can benefit from XPX.

    Where: Flagg Creek Golf Course (Driving Range Practice), 6939 Wolf Rd, Countryside, IL 

    When: Friday April 27th

    Time: 4:00pm-6:30pm

    What to Expect: Cash Bar (Food is available in the clubhouse)

    Add this event to your calendar if you plan to attend by clicking on the link below.

    RSVP


    Best Wishes,

    XPX Chicago Chapter


    • May 15, 2018
    • 7:30 AM - 9:30 AM (CDT)
    • Chicago Cut Steakhouse- 300 North LaSalle Street, Chicago IL
    Register

    What Color is Your Exit Plan?


    Why Owners Over Age 55 Need an Exit Plan, and How to Develop One


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

    Most people think of an exit plan -- if they think of one at all -- as only being necessary when the day comes to sell a business or transfer it to family members. But that is not the case. Exit planning is about an important process, and state of mind. It is designed to assure owners create maximum value in their businesses, are successful in selling, and have happiness and success after the sale or transition.

    Our speaker and panel of experts –including those who have sold businesses -- will de-mystify exit planning, with the goal of helping owners and advisors alike understand why it is important, what it consists of, the role and importance of advisors, and how to go about conducting exit planning.

    This session is an excellent opportunity for professional advisors to demonstrate value by inviting clients or prospective client business-owners to attend.

    PROGRAM

    7:30-8:00 Registration and breakfast

    8:00-8:10 Welcome and About the Exit Planning Exchange
    Ray Palys - President Chicago Chapter Board of Directors

    8:10-8:30 Overview: Exit Planning Outside Help: Essential or Optional?
    Stewart McMillan, CEO Task Force Tips, LLC

    8:30-9:15 Panel Discussion on Exit Planning - Moderated by Bob Greisman, RKG Consulting Group, Inc.

    Fred Stephenson – North Coast Capital Advisors, Ltd.
    Tim Trela – Momentum Advanced Planning
    Ray Palys – Core Strata Management Consulting
    Rick Epstein – Former CEO Sonoma Orthopedic Products, Current President, Accelent Growth, LLC.
    Stewart McMillan, Speaker, and CEO Task Force Tips, LLC

    9:15-9:30 Wrap up and Concluding Remarks and Networking.

    Investment:

    XPX Member $50, Business Owner Guest, $35
    Non-Members: $75, Business Owner Guest, $50


    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.

Past events

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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