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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 06, 2019
    • 12:30 PM - 5:30 PM (CDT)
    • Penthouse Suite @ Arlington Park, 2200 W Euclid Ave, Arlington Heights, IL
    Register

    Join Us!


    XPX Chicago's 2nd Annual Fall Social/Networking Event - Day at the Races

    Please join us for the largest and best attended event in the history of the Chicago Chapter. We are planning an exciting fun filled afternoon at the beautiful Arlington International Race Course. 


    We'll be gathering at the Arlington's Penthouse Suite where you will be able to:

    • Support an amazing charity; Western DuPage Special Recreation Association and have the opportunity to win some very nice prizes.
    • WDSRA provides social and recreational programs for children, teens and adults with special needs. Serving individuals, families and the community.
    • Mission: The development of individuals through recreation.
    • Vision: Opening a world of untapped potential and a lifetime of possibilities.
    • Learn more at www.wdsra.com.
    • Meet leaders in the local private company marketplace
    • Enjoy large indoor and outdoor seating along the entire front window of the viewing area
    • Partake of a fantastic luncheon buffet in the library and mingle outside in the covered outdoor patio bar area

    New! Trainer Level Sponsorship – 4 Reserved Seats for $800!


    Attire: Business Casual – Fashion meets Fun – no one wearing jeans, shorts, t-shirts, halter tops, athletic shoes, or abbreviated clothing will be admitted to the suite level


    A PERFECT EVENT TO ENTERTAIN CLIENTS, CLOSE FRIENDS, OR COLLEAGUES!

    GREAT FOOD, A TERRIFIC EXPERIENCE, GREETING FRIENDS AND MEETING NEW ONES...

    XPX Chicago is now offering members of MBBI a discounted price for this event!

    Individual Registration Pricing:

    XPX Members: $150
    MBBI Members: $150 (promo code required)
    Non-Members: $200

    (Non-members are eligible to receive $50 off of the cost of membership to XPX Chicago if you join within 30 days of the event. This promotion does NOT apply to past members).

    Individual Registration Refund Policy: No refunds allowed after Wednesday, August 21. We are unable to issue a credit towards another meeting or to an individual.

    We still are still accepting sponsorships- Reserve your table and seat together with your guests. First come, first served.

    ***Deadline for Sponsors to be included in Race Day Signage: August 23, 2019***

    NEW! Trainer Sponsor: Reserved Pod – Coffee Table with 4 comfortable chairs/couch seats -  5 Available at $800 each. 1 SOLD!

    Owner Sponsor: Reserved Table with 6 Seats - 1 Left! Available at $1,500 each.
    Jockey Sponsor: Reserved Pod – Coffee Table with 6 comfortable chairs/couch seats -SOLD OUT! 
    Spectator Sponsor:  Non-Reserved Seating - $500 for 2 admissions.  
    Bar Sponsor: Name at Bar -  - SOLD OUT! 
    Luncheon Sponsor:  SOLD OUT
    Steward Sponsor: All Other In-Kind and other donations such as raffle prizes - No Limit

    Sponsorships payments are final. We are unable to issue a refund or credit.


    To purchase a sponsorship for this event, please contact Angie Ellis, XPX Administrator at angie@exitplanningexchange.com

    Thank You to Our Event Sponsors!

    Owner Sponsor



    Jockey Sponsor







    Luncheon Sponsor

    Bar Sponsor



    Event Charity







    • 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 - 9:30 AM (CDT)
    • Mission Hills Country Club- 1677 W Mission Hills Rd, Northbrook, IL 60062
    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

    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

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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