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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

    • April 01, 2020
    • 12:00 PM
    • Virtual at Noon EDT, Login info sent upon registration
    Register


    PROGRAM FOR ALL IN OUR XPX COMMUNITY!


    During the crisis, we’ll be convening a virtual discussion at noon EDT each Wednesday.

    The format will be a rapid fire set of seven-minute updates from experts in our community. Our guests this week will share what they are seeing in: 

    When you register, please share any specific topics you'd like us to address in future meetings. We also welcome suggestions on thought leaders.  Feel free to contact Mary Adams

    • April 08, 2020
    • 12:00 PM
    • Virtual at noon EDT, Login info sent upon registration
    Register


    PROGRAM FOR ALL IN OUR XPX COMMUNITY!


    During the crisis, we’ll be convening a virtual discussion at noon EDT each Wednesday.

    The format will be a rapid fire set of seven-minute updates from experts in our community about topics such as:

    • Employment law implications of the latest legislation from Washington
    • Dealing with lenders and investors
    • How to preserve corporate value in this crisis
    • Supply chain outlook
    • Stakeholder communications
    • And many more....

    When you register, please share any specific topics you'd like us to address in this and future meetings. We also welcome suggestions on thought leaders.  Feel free to contact Mary Adams

    • April 09, 2020
    • 7:30 AM - 9:15 AM (CDT)
    • Chicago Cut Steakhouse - 300 N LaSalle St., Chicago, IL

    XPX Chicago is pleased to host a downtown meeting this Spring. During this meeting, attendees will be able to network and develop relationships with like-minded professionals. Additionally, we will revisit a case study and dive into the details of a small business that is facing a host of challenges.  All breakfast guests will have the opportunity to demonstrate their own professional expertise through collaborative analysis of this case. No advanced preparation necessary. We look forward to seeing you!

     

    Thank you to our event sponsor:




    • April 15, 2020
    • 11:00 AM - 11:30 AM
    • Virtual - you'll receive call-in instructions upon registering
    Register

    Welcome to XPX!

    Please join us at this quick monthly web meeting with other new 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 resources (especially our private video library) with your clients
    • 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 third 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)


    • May 14, 2020
    • 7:30 AM - 9:30 AM (CDT)
    • Butterfield Country Club - 2800 Midwest Road, Oak Brook
    Register



    Thursday May 14, 2020

    7:30 am – 9:30 am

    Butterfield Country Club, Oak Brook, IL

    BUILDING BETTER BUSINESSES: HOW OWNERS GET TO THE NEXT LEVEL

    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

    At one time or another, most business owners face the question: How do I get to the next level? Growth may have been consistent, but has now slowed. They may have started out in a “blue ocean” that has now become crowded. Or, technology or regulation changes may have made the path forward more challenging.

    What did these owners do to get their companies unstuck? What changes did they make in the business -- and in their own thinking and behavior -- to get things moving forward? And, even if they never felt momentum slow, what steps helped assure continued progress, growth, and success?

    Our panel of business owners will share their experiences to help advisors and other business owners learn techniques and approaches to building better businesses.

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

    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.

    • May 21, 2020
    • 5:30 PM - 7:30 PM (CDT)
    • TBD Downtown Chicago
    Register

    Stay tuned!

    Where: TBD Downtown Chicago

    When: Thursday, May 21, 2020

    Time: 5:30 PM-7:30 PM



    RSVP HERE
    • June 11, 2020
    • 7:30 AM - 9:15 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!


    Thank you to our event sponsor:


    • July 09, 2020
    • 7:30 AM - 9:15 AM (CDT)
    • TBD in 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!

    • July 16, 2020
    • 5:30 PM - 7:30 PM (CDT)
    • TBD Downtown Chicago
    Register

    Stay tuned!

    Where: TBD Downtown Chicago

    When: Thursday, July 16, 2020

    Time: 5:30 PM-7:30 PM



    RSVP HERE
    • August 13, 2020
    • 7:30 AM - 9:15 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!


    • October 08, 2020
    • 7:30 AM - 9:15 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!


    • November 12, 2020
    • 7:30 AM - 9:15 AM (CST)
    • TBD in Oak Brook, IL

    Stay Tuned!

    • November 19, 2020
    • 5:30 PM - 7:30 PM (CST)
    • TBD Downtown Chicago
    Register

    Stay tuned!

    Where: TBD Downtown Chicago

    When: Thursday, November 19, 2020

    Time: 5:30 PM-7:30 PM



    RSVP HERE

Past events

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

Chapter Events

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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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