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EVENTS

Upcoming events

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

    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. 


    Thank You to Our Meeting Sponsor!



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

    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. 

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

    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!


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

    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. 

Chapter Events

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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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