XPX Chicago Owners' Academy

What Color is Your Exit Plan?

Why Owners Over Age 55 Need an Exit Plan, and How to Develop One

A SESSION FOR PROFESSIONAL ADVISORS (XPX MEMBERS and NON-MEMBERS,) 
& BUSINESS OWNERS

Most people think of an exit plan -- if they think of one at all -- as only being necessary when the day comes to sell a business or transfer it to family members. But that is not the case. Exit planning is about an important process, and state of mind. It is designed to assure owners create maximum value in their businesses, are successful in selling, and have happiness and success after the sale or transition.

Our speaker and panel of experts –including those who have sold businesses -- will de-mystify exit planning, with the goal of helping owners and advisors alike understand why it is important, what it consists of, the role and importance of advisors, and how to go about conducting exit planning.

This session is an excellent opportunity for professional advisors to demonstrate value by inviting clients or prospective client business-owners to attend.

PROGRAM

7:30-8:00 Registration and breakfast

8:00-8:10 Welcome and About the Exit Planning Exchange
Ray Palys - President Chicago Chapter Board of Directors

8:10-8:30 Overview: Exit Planning Outside Help: Essential or Optional?
Stewart McMillan, CEO Task Force Tips, LLC

8:30-9:15 Panel Discussion on Exit Planning - Moderated by Bob Greisman, RKG Consulting Group, Inc.

Fred Stephenson – North Coast Capital Advisors, Ltd.
Tim Trela – Momentum Advanced Planning
Ray Palys – Core Strata Management Consulting
Rick Epstein – Former CEO Sonoma Orthopedic Products, Current President, Accelent Growth, LLC.
Stewart McMillan, Speaker, and CEO Task Force Tips, LLC

9:15-9:30 Wrap up and Concluding Remarks and Networking.

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.