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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

    • September 23, 2020
    • 4:00 PM - 5:00 PM (CDT)
    • Virtual - Connection details sent upon registration.
    Register

    Emerging Professionals Social Happy Hour

    Learn about our “XPX Emerging Professionals” group. Join me and our XPX EP Board members for a virtual meetup after work. Registration is encouraged and there is no attendance fee for this event. You are free to enjoy a cold beer or sip on some wine while 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!

    Nermin Avdic, Executive Chair of the Emerging Professional Group, XPX Chicago Chapter


    • October 01, 2020
    • 4:00 PM (EDT)
    • Sign up for this virtual program by the first of the month
    Register



     Power Networking 

    The program runs all month
    Deadline to sign up is October 1, 2020 at 4:00 PM EDT


    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
    These groups will help us all to get to know one another, discuss the client issues we are encountering, and collectively, perhaps, come to some solutions for a client.

    Suggested discussion topics this month include: 

    • How you are adapting your work processes to current conditions
    • Trends you are seeing as your clients and the economy open up
    • Stories about the best/worst/most inspiring situations you've experienced this month
    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,

    Laura Liss, Power Networking Chair.


    Cross-Chapter Program also available for those who are interested
    • October 07, 2020
    • 4:00 PM - 5:00 PM (CDT)
    • Virtual - Connection details sent upon registration.
    Register

    Emerging Professionals Managing Your Career During the Pandemic

    Many professionals have been working virtually for months due to the pandemic. Join me and our XPX EP board members for a virtual meetup after work to discuss best practices on managing your career during the pandemic. Registration is encouraged and there is no attendance fee for this event.

    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!

    Nermin Avdic, Executive Chair of the Emerging Professional Group, XPX Chicago Chapter


    • October 20, 2020
    • 11:50 AM - 1:00 PM (CDT)
    • Virtual - (Lunch and Learn) Connection details sent upon registration.
    Register

    Please check back for program information.

     

    • October 21, 2020
    • 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 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). Non-members welcome to listen in too!


    • November 10, 2020
    • 11:50 AM - 1:00 PM (CST)
    • Virtual - (Lunch and Learn) Connection details sent upon registration.
    Register

    The final quarter of the year presents last minute opportunities for tax planning.

    We will focus on a few areas:

    • Purchase and expensing of equipment to be in service before year end.
    • Election to be a cash basis taxpayer.
    • Adoption of new or improved qualified retirement plans.
    • Employment of children in the business to reduce taxes and take advantage of the ROTH IRA.
    • How does PPP Loan forgiveness come into play.
    • Other year end items
    • December 08, 2020
    • 11:50 AM - 1:00 PM (CST)
    • Virtual - (Lunch and Learn) Connection details sent upon registration.
    Register

    2020 Is Almost One for the Books


    Well one of the most difficult years we all have lived through is almost over! A brief look back, and a look forward to what we might expect in 2021:

    • The M&A Market – robust or bust?
    • Valuations? The multiplier effect of money on the sidelines.
    • What if? Thoughts on life in business after a vaccine for Covid-19 is discovered.


    Our Speaker:

    John Weber,  Vice President - Water Street Advisors














    John B. Weber is Vice President of Water Street Advisors, a boutique investment banking firm engaged by privately held business owners sell their companies. John has over 37 years of financial transaction experience helping companies of all sizes obtain debt and acquisition financing. As a commercial banker for several large regional, and multi-national banks, John’s knowledge of M&A transactions, legal documentation, and financing has helped hundreds of clients obtain the capital funding they needed to grow and prosper. John is actively involved in XPX, MBBI, OPUS Connect, ACG, as well as charitable organizations. He lives and works in Naperville, Illinois.


    Thank you to our SPONSOR:





    • January 12, 2021
    • 11:50 AM - 1:00 PM (CST)
    • Virtual - (Lunch and Learn) Connection details sent upon registration.
    Register

    Please check back for program information.

     

    • February 09, 2021
    • 11:50 AM - 1:00 PM (CST)
    • Virtual - (Lunch and Learn) Connection details sent upon registration.
    Register

    Please check back for program information.

     

    • March 16, 2021
    • 11:50 AM - 1:00 PM (CDT)
    • Virtual - (Lunch and Learn) Connection details sent upon registration.
    Register

    Please check back for program information.

     

    • April 20, 2021
    • 11:50 AM - 1:00 PM (CDT)
    • Virtual - (Lunch and Learn) Connection details sent upon registration.
    Register

    Please check back for program information.

     

    • May 11, 2021
    • 11:50 AM - 1:00 PM (CDT)
    • Virtual - (Lunch and Learn) Connection details sent upon registration.
    Register

    Please check back for program information.

     

Past events

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

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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