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We're just getting started but look forward to creating a vibrant community of advisors to privately-held businesses in the Chicago area. 

Upcoming events


XPX Chicago celebrated the 2nd Quarter Networking Social by bringing the two geographies launch members together again for a joint networking event at the Tortoise Club in Chicago

Members and guests had the opportunity to connect with colleagues from the entire Chicagoland area to celebrate the beginning of spring. 

XPX Chicago meetings are held twice a month in two different locations. Meetings are held in Oak Brook & Chicago to allow members to attend their most convenient location.  Venue will be specified on the email invitation and on the website.

Learn more about XPX by clicking on the video by Ray Palys, XPX Chicago President.

Ray Palys, XPX Chicago President


Social Event at Flagg Creek Golf Course - April 27,2018

XPX Chicago Members & guests enjoy a social get-together after work to start off the weekend with food and cocktails at Flagg Creek Golf Course in Countryside, Illinois.

panel: Chicago Meeting on February 22, 2018

Panel left to right

Dan Rahill – Tax Partner at BDO, Michael Karmin – Wealth Advisor at Strategic Wealth Partners, Howard Bakrins – Tax Director at Kutchins, Robbins & Diamond Ltd, Renee Morawa – Senior Tax Manager at Sassetti LLC, Frank Washelesky – Personal Financial Specialist at Ostrow Reisin Berk & Abrams, Ltd, Peter Holton – Partner at Caber Hill Advisors

XPX Chicago Owners' Academy Business Value Creation - December 05, 2017

Panel left to right

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

Moderator, Tim Trela of Momentum Advanced Planning asking panel questions.

Attendees listen attentively to discussion on What Owners' Need to Know About Business Improvement, Growth, and Value Creation.

Panel: Oakbrook Meeting on August 16, 2017

Panel left to right

Moderator: Peter Holton – Caber Hill Advisors, Eric Marzinke - ProMark Planners,  Michael Stuart – The Stuart Legacy Alliance, Tyler Qualio JD - Sentinus, Michael Karmin – Strategic Wealth Partners, Kevin Davey – Northwestern Mutual

Panel Chicago Meeting on August 24, 2017

Panel left to right

Moderator: Peter Holton-Caber Hill Advisors, Ryan Walsh -Hamilton Thies & Lorch LLP, David Hunt- Bernstein Global Wealth Management, Michael Karmin -Strategic Wealth Partners, Clint Costa- Duggan Bertsch, Curt Matlin- Matlin Financial Services


We are excited to announce a Case Study approach as the basis for our 2017 monthly programs. Join us along the exciting path of "HiTech Service Co", as the owners seek to grow and best prepare their company for a successful exit. We will all work together to best understand the Strengths, Weaknesses, Opportunities, and Threats of HiTech, and to help the owners discover strategic solutions to achieve their objectives.

Our 2018 program is designed to increase participatory involvement with member round-table and panel discussions. Why should you participate? Many reasons, but for starters:

  • Demonstrate what you bring to the table as you share your expertise
  • Spot potential partners among the membership as they display their niche knowledge
  • Learn some of the more obscure intricacies around exit-issues that apply well beyond our HiTech case study example
  • Get to know members more deeply

Roll-up your sleeves and exercise your mind alongside your colleagues and friends!

You have to do your part as well. Please print the Case Study, read it, and bring a copy to our meetings. 

Click here for the Case Study.

Volunteers needed for our operating committees

We are looking for volunteers for our operating committees for events.

The descriptions are:

Communications Committee: Promotes the organization, its events and the good work of the various committees. The committee also partners with members of the XPX Chicago chapter to advance efforts in public and media relations, digital marketing and social media. Contact: Laura Yunger, Chair - lyunger@saltaresolutions.com

Membership Committee: Develops membership policies, including deciding when initial free membership ends, cost of membership, firm memberships, and is responsible for increasing membership and running membership recruitment drives. Contact: Roberto Garcia, Chair - Roberto.Garcia@insperity.com

Program Planning Committee: Plans content, format and location for monthly membership meetings, and develops periodic special events or programs. Contact: Michael Karmin, Chair - mkarmin@stratwealth.com , Peter Holton, Chair -  peter@caberhill.com, Allen Kutchins, Chair - AIK@krdcpas.com

Sponsorship / Outreach Committee: Sets sponsorship policies and solicits general and event sponsorships along with outreach to potential association alliance partners. Contact: John Weber, Chair - jweber@waterstreetadvisors.com or Brian Wetters, Chair - bwetters@corestrata.com

Networking/ValueMakers Chair: Develops and runs Networking/ValueMakers, a more substantial networking experience for members who wish to participate. Contact Christopher Manick: Christopher.Manick@busey.com

Owners’ Academy Committee: Develops and runs the Owners’ Academy program, a program aimed at business owners to provide valuable content useful to them and/or peer experiences on particular topics relevant to running, growing, or selling a business. Contact:  Bob Greisman, Chair - rgreisman@integratedgrowthadvisors.com

Young Professional Committee:  The Young Professional Committee focuses on developing methods and programming to reach out to young professionals looking to further develop their business and leadership skills. Examples of programming includes mentoring with senior level professionals; committee leadership opportunities; networking; and social events, to name a few.  For more information contact: Max Katzbeck, Chair - mkatzbeck@jkrug.com 

This is what it entails:

Most committee meetings will be conducted by telephone, and that participation will not be too time burdensome; perhaps only an hour or so a month, although some months could be a little more, and others less. There will be 3-5 members per committee, although we are not limiting the size if many wish to participate. Membership is a good way, without too much time expended, to get to know other XPX members better, and to have a role in the leadership of the organization.  Click here for additional information of each committee.

If you are interested, please contact Angie Ellis if you are interested at angie@exitplanningexchange.com.

Announcing the Newly Launched Chicago Chapter of the Exit Planning Exchange!

The Exit Planning Exchange is a multi-disciplinary professional organization aimed at providing education and networking opportunities to those who serve private company owners. XPX members help owners build sustainable businesses and help them plan and execute successful exits.

Our members include bankers, investment bankers, lawyers, accountants, wealth advisors, management consultants, valuation experts, executive coaches, and insurance professionals. Our culture is one of cooperation and sharing of both knowledge and business.

XPX was founded nine years ago in Boston, and has grown with chapters in New York, Connecticut, Maryland, Washington, D.C., Philadelphia, and now Chicago.

Our first event was on Wednesday September 14, from 7:30 am- 9:00 am at the Gleacher Center at 450 North Cityfront Plaza, next to the NBC Tower, and near the Tribune Building.

The featured speaker was Bruce Leech, Executive Director at DePaul University’s Coleman Entrepreneurship Center. And there will be ample networking opportunities for you to meet other professionals serving private companies, as well as to learn about XPX.


Kevin Davey, Northwestern Mutual

Jerry Dentinger, BDO USA

Clare Golla, Bernstein

Bob Greisman, RKG Consulting Group, Inc.

Michael Karmin, Strategic Wealth Partners, LLC

Robert Lang, Thompson & Coburn

Christopher Manick, Busey Bank

Dan McMahon, Integrated Growth Advisors

Ray Palys, CoreStrata Management Consulting

Christopher Pfaff, UBS

James Robbs, Sassetti, LLC

Tim Trela, Momentum Advanced Planning



XPX is a unique multi-disciplinary community of professional advisors who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition.

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