At XPX, learning and networking go hand in hand
XPX Chicago promotes peer learning, networking and visibility for our members, while creating an environment that fosters collaboration on behalf of our clients. Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy.
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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
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.
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 need to accelerate the growth, performance, and profitability of businesses in all life-stages and levels of performance.
You want thorough and personalized legal representation related to the purchase, sale, or operation of a business in a timely manner.
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.
Premier Members
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.
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
A Financial Accounting (Bookkeeping thru Controller) needs to be improved.