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EVENTS

Upcoming events

    • October 26, 2017
    • 7:30 AM - 9:00 AM (CDT)
    • Chicago Cut Steakhouse - 300 N LaSalle St., Chicago, IL
    Register

    In continuing our Case Study strategic assessment and solutions approach to Hi-Tech company’s challenges and opportunities, (a link to the Case Study can be found below) our topic for this month’s meetings is:

    Strategic Planning for Growth:

    • Given all the prior topics and panel discussions, what strategic recommendations should Hi-Tech consider now?
    • What is the SWOT analysis?
    • What does the company need to grow?
    • What does it need to do to manage risk?
    • Panel: Management Consultants, Investment Bankers, and Business Brokers

    Please print the Case Study, read it, and bring a copy to our meeting.

     

    Our panel Comprises:

    Ray Palys, CoreStrata Management Consulting
    Beckie Hayes, Merchab Consulting Group, Inc.
    Laura Yunger, Saltare Solutions, LLC
    Roberto Garcia, Insperity

    Moderator: Michael Karmin, Strategic Wealth Partners


    • November 14, 2017
    • 7:30 AM - 9:00 AM (CST)
    • Hyatt Lodge At McDonald's Campus- 2815 Jorie Boulevard, Oak Brook, IL
    Register

    In continuing our Case Study strategic assessment and solutions approach to Hi-Tech company’s challenges and opportunities, (a link to the Case Study can be found below) our topic for this month’s meetings is:

    Exit Plan:

    • Given all the prior topics and panel discussions, how should Hi-Tech approach sale readiness?
    • What are the things Hi-Tech must do, in legal, accounting, banking, personal planning, and growth planning to be ready for sale?
    • Who are the likely buyers for Hi-Tech, and what would make it most attractive to those potential buyers?
    • Panel: Accountant, Wealth Advisor/Insurance, Investment Banker, Attorney, Business Broker & Management Consultant


    Please print the Case Study, read it, and bring a copy to our meeting. 


    Thank You to Our Meeting Sponsor!


    • November 30, 2017
    • 7:30 AM - 9:00 AM (CST)
    • Chicago Cut Steakhouse - 300 N LaSalle St., Chicago, IL
    Register

    In continuing our Case Study strategic assessment and solutions approach to Hi-Tech company’s challenges and opportunities, (a link to the Case Study can be found below) our topic for this month’s meetings is:

    Exit Plan:

    • Given all the prior topics and panel discussions, how should Hi-Tech approach sale readiness?
    • What are the things Hi-Tech must do, in legal, accounting, banking, personal planning, and growth planning to be ready for sale?
    • Who are the likely buyers for Hi-Tech, and what would make it most attractive to those potential buyers?
    • Panel: Investment Banker, Business Broker, Attorney, Wealth Advisor, and Management Consultant.

    Please print the Case Study, read it, and bring a copy to our meeting. 


    Thank You to Our Meeting Sponsor!


    • December 05, 2017
    • 7:30 AM - 9:15 AM (CST)
    • Hyatt Lodge At McDonald's Campus- 2815 Jorie Boulevard, Oak Brook, IL

    SAVE THE DATE

    What Owners Need to Know About Business Improvement, Growth, and Value Creation

    Does anyone really know what their business is worth? Unless owners are thinking of selling soon, should they care? Is it possible for an owner to self-assess his or her business for growth and improvement? If so, how?

    To many owners, their businesses are valuable because of the livelihood and lifestyle provided. However, often overlooked or misunderstood is the importance of the business’ value. Especially, when the day to retire arrives. Our panel of experts will de-mystify business value creation, with the goal of helping owners build more valuable and transferable businesses.

    As a bonus, our introductory speaker will address the importance of and techniques for using the coming holiday season as a time to address long-term business and personal planning, drawing family into the process.

    SAVE THE DATE

    PROGRAM

    7:30-8:00 Registration and breakfast

    8:00-8:10 Welcome and About the Exit Planning Exchange

    Ray Palys – President Chicago Chapter Board of Directors

    8:10-8:15 Introduction to Owners’ Academy Program

    Tim Trela – Co-Chairman Owners’ Academy Committee

    8:15-8:25 Overview: Why Humans (Including Business Owners) Hate Planning

    Speaker: Larry Gard, Ph.D., Hamilton-Chase Consulting

    8:25-9:15 Panel Discussion Moderated by Tim Trela– Business Value Creation

    Panel Member: Tim Van Miegem, the Proaction Group

    Panel Member: Laura Yunger, Saltare Solutions, LLC

    Panel Member: Larry Gard, Hamilton-Chase Consulting

    Panel Member: TBD

    XPX members and non-members must bring a business-owner guest.

    REGISTRATION WILL OPEN SOON!

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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