XPX Chapters
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.
In-Person Outdoor Networking Breakfast
A welcome break from virtual meetings at an XPX Chicago outdoor social. Fellow XPX Chicago Chapter members and guests reconnected in person following social distance guidelines.
XPX Chicago Meetings
Our 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!
Interested in Joining XPX Chicago?
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.
Volunteers Needed For Our Operating Committees
We are looking for volunteers for our operating committees for events.
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.
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: Laura Liss, Chair-laura@lisslamar.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: Markus May, Chair- mmay@illinois-business-lawyer.com
Networking/Value Makers 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
Emerging Professional Committee
The Emerging 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: Michael Azzaro, Chair - mazzaro@amcombank.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.
XPX Chicago Sponsorship
Advisor Professions
Accountants
Attorneys
Bankers
Coaches
Consultants
Insurance Providers
Investors
M&A Intermediaries
Non-Profits
Valuators
Virtual managers
Wealth Planners
Get the Latest News
The Latest News – XPX Chicago
Latest – XPX Chicago
There is a lot of uncertainty in the world today, which makes it even more important to maintain financial focus and set up your future self for success. Christen Plotkin, Financial Advisor at UBS Financial Services Inc, will share what it means to have financial focus as an emerging professional. She’ll highlight distractions you should…
We can’t wait for you to experience the cleaner, brighter and more user-friendly feel of our new platform! The site is designed to give you and your company greater visibility. Here are three things you should know: Emails from XPX will now come from my.exitplanningexchange.com—please adjust your email settings! Your new profile can have a…
Aug. 20, 2021
Building Culture Moving Forward People and culture are at the core of a successful merger or acquisition. Meet Our Speakers: Jill ChapmanSenior Performance ConsultantInsperity Jill Silman Chapman is a Senior Performance Consultant with Insperity Traditional Employment Solutions. She holds a Bachelor’s degree in Journalism from The University of Texas at Austin, a Master’s degree…
Program produced by XPX Chicago. Franchise Readiness: how and why to franchise a business, plus marketing the opportunity to buyers Join franchise and business attorney Laura Liss for a presentation on franchising. Both legal and business points will be addressed, as well as perspectives from franchisors and franchisees, and franchise marketing tips. Meet our Speaker:…
Chapter Events
Platinum Sponsors
You need help in succession planning, estate planning, tax planning or any audit or accounting needs.
Gold Sponsors
You need to prepare for business transition, have tax issues or need independent financial statements. We also have access to a full array of advisory services.
Silver Sponsors
Business owners are preparing their company for sale and are looking to uncover hidden opportunities and profit. If you are an investment bank, your Sellers will benefit by controlling the commercial due diligence process up front.
You want thorough and personalized legal representation related to the purchase, sale, or operation of a business in a timely manner.
You need to accelerate the growth, performance, and profitability of businesses in all life-stages and levels of performance.
To Mike the most gratifying part of helping people manage their wealth is bringing them a sense of control and confidence about the future.
You have a business owner client needing help finding and fixing problems standing in the way of achieving greater success. I find and fix problems in business systems and processes.
Premier Members
You need an Independent Advisor who is a Certified Financial Planner and a proven "Tax Diversification Specialist" with over 40 years of experience with business owners and high net-worth individuals
You learn of a business owner interested in exploring the possibilities of selling their business. At Water Street Advisors success matters; we are the road to a successful transaction.
A Financial Accounting (Bookkeeping thru Controller) needs to be improved.
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