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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

    • December 08, 2020
    • 5:00 PM - 7:00 PM (CST)
    • Virtual - Connection details sent upon registration.
    Register



    Join XPX to virtually celebrate the holiday season! We will share a fun and easy holiday cocktail and/or appetizer demo (ingredient list will be circulated in advance), along with holiday-themed break out room networking. Plus, as a holiday gift, we will also give a $10 e-gift card to Binny’s to each attendee via email. We hope you can join us!

    There is no registration fee for this event.  However registration is required to attend this event.  Virtual - Connection details sent upon registration.

    Click here get the ingredient list of what you need to make the drink(s) at home that you will see during the event’s fun and easy cocktail demonstrations!



    THANK YOU TO OUR EVENT SPONSOR!





    • December 16, 2020
    • 10:50 AM - 11:30 AM (EST)
    • 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!


    • January 14, 2021
    • 11:50 AM - 1:00 PM (CST)
    • Virtual - (Lunch and Learn) Connection details sent upon registration.
    Register


    Results from 2020 and Expectations for 2021 for Lower Middle Market M&A activity.


    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 to sell their companies. John has over 37 years of financial transaction experience helping owners sell their businesses, and prior to that, as a commercial banker helping companies of all sizes obtain debt and acquisition financing. John also has experience helping business owners through the process of transition as they courageously move from ownership to retirement. John is actively involved in XPX, MBBI, OPUS Connect, and ACG, as well as charitable organizations. He lives and works in Naperville, Illinois.

    • January 28, 2021
    • 11:50 AM - 1:00 PM (CST)
    • Virtual - (Lunch and Learn) Connection details sent upon registration.

    Please check back for program information.

     

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

    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.

    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.

    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.

    Please check back for program information.

     

Past events

December 01, 2020 XPX Members - December Cross-Chapter Power Networking
December 01, 2020 XPX Chicago Members - December Session Power Networking
November 23, 2020 XPX Chicago: Emerging Professionals Final Social Happy Hour of 2020!
November 18, 2020 XPX Orientation
November 10, 2020 XPX Chicago: Year-End Tax Planning
November 01, 2020 XPX Chicago Members - November Session Power Networking
October 21, 2020 XPX Orientation
October 13, 2020 XPX Chicago: In Person, Outdoor Social Networking Networking Event
October 07, 2020 XPX Chicago: Emerging Professionals Managing Your Career During the Pandemic
October 01, 2020 XPX Chicago Members - October Session Power Networking
September 23, 2020 XPX Chicago: Emerging Professionals Social Happy Hour
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

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