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  • Exit Planning Exchange
Exit Planning Exchange
Nov
09

XPX Chicago Owners' Academy - Exits Well-Planned

Details

Date & Time

Tue, Nov 9th, 2021 ⋅ 12:00pm - 1:00pm (CDT)

Location

Virtual - (Please log in at 11:50 AM CDT) Connection details sent upon registration.

Tickets

Chicago Members
$0.00
Non-Members
$20.00
Other Chapter Members
$15.00
Guests

Registrants

37 people attended
CC
Matt Geesman of UBS is a member of XPX Chicago
Arlene Martin of Martin Financial Resources, LLC is a member of XPX Chicago
AK
Paul Heinze of Goldberg Heinze Business Advisors, Paul M. Heinze Company is a member of XPX Chicago
+32

A VIRTUAL PANEL DISCUSSION FOR PROFESSIONAL ADVISORS (XPX MEMBERS and NON-MEMBERS,) & BUSINESS OWNERS

  • How planning helped (or didn’t) in making for a successful exit.
  • How advisors helped (or didn’t) in producing a better result.
  • The three things I wish someone had told me before I sold my business.
  • What I would do differently.
  • Is there life after sale? 
  • The hardest part of selling your business.


Our Panel:

Dan Kennedy
President
Summit Ecommerce Group LLC

Glen Hampton
President
Equilibrium IT Solutions, Inc.

Bill Aldeen
Retired President and owner of
NuWay Electronics, Inc., Elk Grove Village, Illinois

Manny Gandi
CEO
Power Plant Services

 

Who Should Attend? Professional advisors and business owner guest.

An invitation to attend sent to your business-owner clients is an excellent opportunity to bring value to them, as well as to have a basis to help them formulate long-term plans.

Virtual Event Pricing:

(1) XPX Chicago Member: Free
(2) Invited Guest of XPX Chicago Member: Free -Member referral is required, please  contact angie@exitplanningexchange.com to sign up.
(3) Other Chapter Member: $15.00 
(4) Non-Members: $20.00

Connection details sent upon registration.

Refund Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. We are unable to issue a credit towards another meeting or individual.

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.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
CC
Christine Calderon
BNY Mellon
Matt Geesman of UBS is a member of XPX Chicago
Matt Geesman
UBS
Arlene Martin of Martin Financial Resources, LLC is a member of XPX Chicago
Arlene Martin
Huntington Bank
AK
Allen Kutchins
KRD, Ltd.
Paul Heinze of Goldberg Heinze Business Advisors, Paul M. Heinze Company is a member of XPX Chicago
Paul Heinze
Goldberg Heinze Business Advisors, Paul M. Heinze Company
PA
Patti Anderson
First Internet Bank
Christen Plotkin of UBS Financial Services Inc. is a member of XPX Chicago
Christen Plotkin
UBS Financial Services Inc.
Larry Gard of Done With Work Retirement Coaching and Consulting is a member of XPX Chicago
Larry Gard
Hamilton-Chase Consulting
Michael Azzaro of American Community Bank & Trust is a member of XPX Chicago
Michael Azzaro
American Community Bank & Trust
LA
Luis Alba
Huntington National Bank
John Weber of Sage Intermediaries LLC is a member of XPX Chicago
John Weber
Sage Intermediaries LLC
SM
Susan Macnicol
Strategic & Creative Marketing Inc.
Craig Nadborne of Bradford Allen Realty Services is a member of XPX Chicago
Craig Nadborne
Bradford Allen Realty Services
Michael Karmin of Strategic Wealth Partners is a member of XPX Chicago
Michael Karmin
Strategic Wealth Partners
FS
Fred Stephenson
North Coast Capital Advisors, Ltd.
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
Ejaz Syed
Huntington National Bank
Markus May of May Law Firm, LLC is a member of XPX Chicago
Markus May
May Law Firm, LLC
Jonathan Fox of Kelleher + Holland, LLC is a member of XPX Chicago
Jonathan Fox
Kelleher + Holland, LLC
Anthony Mulé of Standard Valuation Services is a member of XPX Chicago
Anthony Mulé
Valbridge Property Advisors - Chicago Metro
Rick Tkaczyk of Century Sales Solutions, LLC is a member of XPX Chicago
Rick Tkaczyk
Century Sales Solutions, LLC
EM
Erin Manning
Navigate
JS
Jeffrey Schulz
J. Krug
Curt Matlin of Matlin Financial Services is a member of XPX Chicago
Curt Matlin
Matlin Financial Services
Laura Liss of Liss & Lamar, P.C. | FranLaw is a member of XPX Chicago
Laura Liss
Liss & Lamar, P.C. | FranLaw
Chris Zdunich of Engage PEO is a member of XPX Chicago
Chris Zdunich
Engage PEO
Pete Eddington of Insperity is a member of XPX Chicago
Pete Eddington
Insperity
Raymond Palys of CoreStrata Management Consulting is a member of XPX Chicago
Raymond Palys
CoreStrata Management Consulting
JH
Josh Huseman
FNBO
DK
Dan Kennedy
Summit Ecommerce Group LLC
GH
Glen Hampton
Equilibrium IT Solutions, Inc.
BA
Bill Aldeen
NuWay Electronics, Inc.
James Robbs of Sassetti is a member of XPX Chicago
James Robbs
Sassetti
MG
Manny Gandi
Power Plant Services
Bud Gross of ExecHQ is a member of XPX Chicago
Bud Gross
EJG CPA ADVISORS
CS
Carlos Sava
ProCFO Partners
EK
Ellie and John Kennedy
Nancy Fallon-Houle of Velocity Law, LLC is a member of XPX Chicago
Nancy Fallon-Houle
Velocity Law, LLC