Put The Power of XPX Membership to Work For You - and Your Clients

The Exit Planning Exchange –  XPX Chicago Chapter is a community of trusted advisors that collaborate to help their private company clients build business value, transfer ownership and create a legacy of success in their lives and their communities.

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 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!

XPX Chicago Sponsor Appreciation Event

Great times at our Sponsor Appreciation event in January learning at the North American Pizza & Culinary Academy

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

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

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

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

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The Latest News – XPX Chicago

Latest – XPX Chicago

I’m having a lot of client dialogue on Cash Balance Plans (CBPs).  A CBP is the third sleeve of a Retirement Plan – following the standard 401k and Profit Sharing sleeves of traditional plans.  The contribution limits are substantial allowing participants the ability to contribute significant $s pretax and to grow those contributions tax deferred….

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Chapter Events

Thu, Apr 20th, 2023 ⋅ 7:30am - 9:00am (CDT)
Virtual access
Tue, May 16th, 2023 ⋅ 11:30am - 1:30pm (CDT)
Tue, Jun 6th, 2023 ⋅ 7:30am - 9:00am (CDT)
Tue, Jul 25th, 2023 ⋅ 5:30pm - 8:30pm (CDT)

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Upcoming Chapter Events

06
Apr
Virtual access
Thu, Apr 6th, 2023 ⋅ 9:50am - 11:00am (EDT)
Virtual - you'll receive login info upon registration and are welcome at one or both sessions
11
Apr
Virtual access
Tue, Apr 11th, 2023 ⋅ 4:50pm - 6:00pm (EDT)
Virtual - you'll receive login info upon registration and are welcome at one or both sessions
20
Apr
Thu, Apr 20th, 2023 ⋅ 7:30am - 9:00am (CDT)
Butterfield Country Club, 2800 Midwest Rd, Oak Brook, IL 60523
26
Apr
Virtual access
Wed, Apr 26th, 2023 ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
16
May
Virtual access
Tue, May 16th, 2023 ⋅ 11:30am - 1:30pm (CDT)
ZOOM Number will be sent with registration confirmation.
06
Jun
Tue, Jun 6th, 2023 ⋅ 7:30am - 9:00am (CDT)
Butterfield Country Club, 2800 Midwest Rd, Oak Brook, IL 60523

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RKG Consulting Group, Inc.
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North Coast Capital Advisors, Ltd.
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May Law Firm, LLC
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CoreStrata Management Consulting
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Strategic Wealth Partners

Why I'm an XPX Member