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GROWTH. TRANSFER. LEGACY.

The Exit Planning Exchange Chicago Chapter is a local nonprofit association of professional advisors to business owners in the heart of the middle market. Our members work in all stages of the private company life cycle: business value growth, business value transfer, and owner life and legacy.

XPX provides a unique combination of:

  • RESOURCES
  • RELATIONSHIPS
  • VISIBIILITY 
  • PRINCIPLES

LAUNCH SPONSORS

WELCOME TO XPX CHICAGO!

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

XPX CHICAGO MEETINGS

Our 2018 programs are 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
  • Get to know members more deeply

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

Join

If you are an advisor to owners and managers of companies in the lower middle market, XPX can be a powerful learning network for you! Our members represent twelve different professions but share core principles of collaboration, putting the client first, thinking long term, considering the human angle and continuous learning. 

Learn more about our membership benefits and options. 

Join Now!

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.


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, James Van Ham, committee member - Jimmyv@stgfin.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.


SPONSORShip

If you would like to learn about becoming a sponsor of the Chicago chapter of the Exit Planning Exchange, please download our Sponsor Opportunities and contact Angie Ellis.


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.

Advisor Professions

Our diverse membership includes:

Accountants

Investors

Attorneys

M&A Intermediaries 

Bankers

Non-profits

Coaches

Valuators

Consultants

Virtual Managers 

Insurance providers

Wealth Planners

View our member directory

Advisor Principles

We are united by shared principles:

  1. Work collaboratively
  2. Put the client first
  3. Think long term
  4. Consider the human angle
  5. Always be learning

Learn more

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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