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                GROWTH. TRANSFER. LEGACY.

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XPX Chicago Owners' Academy Business Value Creation

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


Now open to professionals and advisors attending without business owner guests.

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 provide insights about why planning can be so challenging, offer some suggestions for overcoming those challenges, and discuss the importance of addressing long term business and personal plans with your family over the coming holidays.


7:30-8:00 Registration and breakfast
8:00-8:10 Welcome and About the Exit Planning Exchange
Ray Palys, CoreStrata Management Consulting – President Chicago Chapter Board of Directors

8:10-8:15 Introduction to Owners’ Academy Program
Tim TrelaMomentum Advanced Planning – Co-Chairman Owners’ Academy Committee

8:15-8:25 Overview: "Plan" May Be a 4-Letter Word But "Planning" Is Not
Speaker: Larry Gard, Ph.D., Hamilton-Chase Consulting

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

Our Panel Comprises:

Tim Van Mieghem, The ProAction Group
Laura Yunger, Saltare Solutions, LLC
Larry Gard, Hamilton-Chase Consulting
Trevor McClain-Duer, Cendrowski Corporate Advisors
Roberto Garcia, Insperity 

9:15-9:30 Wrap up and Concluding Remarks and Networking

Who Should Attend?  Professional advisors and business owner guest.  

You can pay for your business owner guests when you register and we will send them a confirmation. If you want your guests to pay for themselves, you will need to provide complete contact information (name, email and phone number) at the time of registration and we will send them an invoice.


XPX Member $50, Business Owner Guest, $35
Non-Members: $75, Business Owner Guest, $50

Non-Solicitation Policy

Please note that the Owners' Academy is an educational event for business owners. By registering, all advisors agree to the Chicago Chapter of the Exit Planning Exchange's policy that both member and non-member advisors will not solicit any business owner either at the event or afterward.

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