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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

    • June 26, 2019
    • 4:00 PM - 7:30 PM (CDT)
    • Flagg Creek Golf Course (6939 Wolf Rd, Countryside, IL 60525)
    Register

    Come join XPX members for an evening at the driving range. This event will be a warm up for the XPX/MBBI Golf Event July 9th.

    This social event is open to golfers and non-golfers. Non-golfers can enjoy the patio, bar, and restaurant. Light appetizers provided by our sponsor James Van Ham with Strategic Financial Group, Inc.

    Where: Flagg Creek Golf Course (6939 Wolf Rd, Countryside, IL 60525)
    When: June 26
    Time: 4:30-7:00 pm

    Cash bar will be available for cocktails or drinks purchases.

    There is no charge for this event but registration is required for headcount purposes.

    RSVP HERE!


    Thank you to our event sponsor!



    • July 18, 2019
    • 7:30 AM - 9:00 AM (CDT)
    • Hyatt Lodge At McDonald's Campus- 2815 Jorie Boulevard, Oak Brook, IL
    Register

    In this session we will have an in depth conversation on the decisions an owner faces after the sale. 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.

    Panel:

    Jack Lyons – Consultant, Trinitas Advisors
    Mike Karmin – Principal, Strategic Wealth Partners
    Larry Gard – Consultant, Hamilton-Chase Consulting
    Tim Obendorf – Wealth Planner, Steward Advisors

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

    We often discuss concepts around the business sale. In this session, we will look through a different lens and have an in depth conversation on what factors can get in the way of the sale. 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.

    • August 09, 2019
    • 4:30 PM - 7:00 PM (CDT)
    • TBD - Downtown
    Register

    Learn about our “XPX Emerging Professionals” group, (exclusively for age 35 and under). Join me for an informal meetup after work. Registration is encouraged and there is no attendance fee for this event, but you are free to purchase your own drinks or food.

    This meetup is a great opportunity for XPX members and employees of XPX members to network with the next generation of leaders and decision makers. Bring 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.

    Where: TBD - Downtown
    When:  Thursday, August 9, 2019
    Time:    4:30 PM-7:00 PM

    RSVP HERE!

    I look forward to see you there!

    Max Katzbeck, Executive Chair of the Young Professionals Group, XPX Chicago Chapter

    For questions, please contact:
    Max at mkatzbeck@jkrug.com

    • September 26, 2019
    • 4:30 PM - 7:00 PM (CDT)
    • Gino’s East – River North. 500 N LaSalle Dr, Chicago, IL 60654
    Register

    We are excited to offer a unique opportunity to spend an evening with professional members of the Alliance of Merger and Acquisition Advisors (AM&AA).  

    This collaborative event, the first of its kind for the XPX Chicago chapter, will provide XPX members and guests with a chance to meet, network and build relationships with many like-minded business partners who may be new to our networks.  
    The event will include a brief presentation from a keynote speaker. Ticket cost includes food and a drink ticket.

    More details to come!

    • 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.

    • November 15, 2019
    • 4:30 PM - 7:00 PM (CST)
    • TBD

    Learn about our “XPX Emerging Professionals” group, (exclusively for age 35 and under). Join me for an informal meetup after work. Registration is encouraged and there is no attendance fee for this event, but you are free to purchase your own drinks or food.

    This meetup is a great opportunity for XPX members and employees of XPX members to network with the next generation of leaders and decision makers. Bring 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.

    Where: TBD 
    When:  Thursday, August 9, 2019
    Time:    4:30 PM-7:00 PM


    I look forward to see you there!

    Max Katzbeck, Executive Chair of the Young Professionals Group, XPX Chicago Chapter

    For questions, please contact:
    Max at mkatzbeck@jkrug.com

Past events

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

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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