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                GROWTH. TRANSFER. LEGACY


XPX Chicago - Case Study and Discussion: Strategic Planning for Growth

  • October 19, 2017
  • 7:30 AM - 9:00 AM (CDT)
  • Hyatt Lodge At McDonald's Campus- 2815 Jorie Boulevard, Oak Brook, IL


  • Please contact angie@exitplanningexchange.com to get the code.
  • Applies to a first time attendee to ONE XPX Event. XPX Member Referral Required.
  • The code applies to ONE individual Launch sponsor. Must be in good standing. Please contact angie@exitplanningexchange.com to get the code.

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 Oct. 19th panel comprises: 

Bob Greisman, RKG Consulting Group, Inc.
Ray Palys, CoreStrata Management Consulting
Pete Eddington, Insperity

Moderator: Peter Holton, Caber Hill Advisors

Our Oct. 26th 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

Thank You to Our Meeting Sponsor!

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