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EVENTS

Upcoming events

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

    This will be our only meeting in February.

    In this session, we will provide our guests with an opportunity to develop relationships with like-minded professionals and then have a panel discussion on the impact of tax reform on business owners.

    Panel:

    Howard Bakrins – Tax Director at Kutchins, Robbins & Diamond Ltd

    Michael Karmin – Wealth Advisor at Strategic Wealth Partners

    Renee Morawa – Senior Tax Manager at Sassetti LLC

    Frank Washelesky – Personal Financial Specialist at Ostrow Reisin Berk & Abrams, Ltd

    Dan Rahill – Tax Partner at BDO



    • February 28, 2018
    • 5:00 PM - 8:00 PM (CST)
    • Exit Strategy Brewing Co., 7700 Madison St Forest Park Illinois

    Join us for a Meet Up after work!  Registration is not required.  Stop by to say hello and join us for a cocktail! Feel free to bring a colleague who can benefit from XPX.

    Where: Exit Strategy Brewing Co., 7700 Madison St, Forest Park, IL 60130

    When:  Wednesday, February 28, 2018

    Time:  5:00 PM-8:00 PM

    What to Expect: Cash Bar (Brewery also serves food)


    Best Wishes,

    XPX Chicago Chapter

    For questions, please contact:
    Angie Ellis, XPX Administrator  at angie@exitplanningexchange.com or 781-706-0654.

Past events

January 18, 2018 XPX Chicago - Collaborative XPX Planning for 2018
January 16, 2018 XPX Chicago - Young Professional Meetup
January 11, 2018 XPX Chicago - Collaborative XPX Planning for 2018
December 12, 2017 XPX Chicago Holiday Meet Up
December 05, 2017 XPX Chicago Owners' Academy Business Value Creation
November 30, 2017 XPX Chicago - Case Study and Discussion: Exit Plan
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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