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EVENTS

Upcoming events

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

    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?
      Our panel Comprises:

      Al Kutchins - Kutchins, Robbins & Diamond

      Fred Stephenson - North Coast Capital Advisors
      Tim Trela – Momentum Advanced Planning
      Michaeline Gordon - Ginsberg Jacobs LLC

      Please print the Case Study, read it, and bring a copy to our meeting. 


      Thank You to Our Meeting Sponsor!


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


      PROGRAM

      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.

      Investment:

      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.

      • January 11, 2018
      • 7:30 AM - 9:00 AM (CST)
      • Hyatt Lodge At McDonald's Campus- 2815 Jorie Boulevard, Oak Brook, IL

      Stay tuned!

      • January 18, 2018
      • 7:30 AM - 9:00 AM (CST)
      • Chicago Cut Steakhouse - 300 N LaSalle St., Chicago, IL
      Register

      Stay tuned!


      • February 22, 2018
      • 7:30 AM - 9:00 AM (CST)
      • Chicago Cut Steakhouse - 300 N LaSalle St., Chicago, IL
      Register

      Stay tuned!


      • March 02, 2018
      • 7:30 AM - 9:00 AM (CST)
      • Chicago Cut Steakhouse - 300 N LaSalle St., Chicago, IL
      Register

      Stay tuned!


    Past events

    November 14, 2017 XPX Chicago - Case Study and Discussion: Exit Plan
    October 26, 2017 XPX Chicago - Case Study and Discussion: Strategic Planning for Growth
    October 19, 2017 XPX Chicago - Case Study and Discussion: Strategic Planning for Growth
    August 24, 2017 XPX Chicago - Case Study and Discussion: Owner Wealth
    August 16, 2017 XPX Chicago - Case Study and Discussion: Owner Wealth
    July 27, 2017 XPX Chicago - Case Study and Discussion: Banking and Finance
    July 18, 2017 XPX Chicago - Case Study and Discussion: Banking and Finance
    June 20, 2017 XPX Chicago Inaugural Owner’s Academy Seminar
    June 13, 2017 XPX Chicago Spring Social Event
    May 11, 2017 XPX Chicago - Case Study and Discussion: Legal
    May 04, 2017 XPX Chicago - Case Study and Discussion: Legal
    April 19, 2017 XPX Chicago - Case Study and Discussion: Accounting and Valuation
    April 06, 2017 XPX Chicago - Case Study and Discussion: Accounting and Valuation
    March 15, 2017 XPX Chicago - Quarterly City/Suburbs Combined Networking
    February 23, 2017 XPX Chicago - Case Study Introduction and Discussion to Identify Six Core Issues that are Challenging HiTech Service Co.
    February 15, 2017 XPX Chicago - Case Study Introduction and Discussion to Identify Six Core Issues that are Challenging HiTech Service Co.
    January 11, 2017 XPX Chicago - 2017- A Facilitated Member Discussion on the Owner Transition Process
    December 14, 2016 XPX Chicago Holiday Networking Event
    November 09, 2016 XPX Chicago - Business Coaching
    October 05, 2016 XPX Chicago- New Regulations on Valuation Discounts & Family Business
    September 14, 2016 XPX Chicago Chapter Launch Event

    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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