09
Nov
XPX Chicago Owners' Academy - Exits Well-Planned
November
09
Tuesday

Event Information

Date & Time

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

Location

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

Status

XPX Registration Closed

Price

Chicago Members $0.00
Invited Guest of XPX Chicago Member $0.00
Non-Members $20.00
Other Chapter Members $15.00

Luis Alba
Huntington National Bank
Bill Aldeen
NuWay Electronics, Inc.
Patti Anderson
First Internet Bank
Michael Azzaro of American Community Bank & Trust is a member of XPX Chicago
Michael Azzaro
American Community Bank & Trust
Christine M Calderon
BNY Mellon
Pete Eddington of Insperity is a member of XPX Chicago
Pete Eddington
Insperity
Nancy Fallon-Houle of Velocity Law, LLC is a member of XPX Chicago
Nancy Fallon-Houle
Velocity Law, LLC
Jonathan J. Fox
Kelleher + Holland, LLC
Manny Gandi
Power Plant Services
Larry Gard of Hamilton-Chase Consulting is a member of XPX Chicago
Larry Gard
Hamilton-Chase Consulting
Bud Gross of ExecHQ is a member of XPX Chicago.
Bud Gross
ExecHQ
Glen Hampton
Equilibrium IT Solutions, Inc.
Paul Heinze of Goldberg Heinze Business Advisors, Paul M. Heinze Company is a member of XPX Chicago
Paul M. Heinze
Goldberg Heinze Business Advisors, Paul M. Heinze Company
Michael Karmin of Strategic Wealth Partners is a member of XPX Chicago
Michael Karmin
Strategic Wealth Partners
Dan Kennedy
Summit Ecommerce Group LLC
Ellie and John Kennedy
Allen Kutchins
KRD, Ltd.
Laura Liss of Liss & Lamar, P.C. | FranLaw is a member of XPX Chicago
Laura Liss
Liss & Lamar, P.C. | FranLaw
Susan MacNicol
Erin Manning
Navigate
Arlene Martin
Huntington Bank
Curt Matlin of Matlin Financial Services is a member of XPX Chicago
Curt Matlin
Matlin Financial Services
Markus May of May Law Firm, LLC is a member of XPX Chicago
Markus May
May Law Firm, LLC
Anthony Mulé of Valbridge Property Advisors - Chicago Metro is a member of XPX Chicago
Anthony S. Mulé
Valbridge Property Advisors – Chicago Metro
Craig Nadborne of Bradford Allen Realty Services is a member of XPX Chicago
Craig A Nadborne
Bradford Allen Realty Services
Raymond Palys of CoreStrata Management Consulting is a member of XPX Chicago
Raymond Palys
CoreStrata Management Consulting
Christen Plotkin of UBS Financial Services Inc. is a member of XPX Chicago
Christen Plotkin
UBS Financial Services Inc.
James Robbs of Sassetti is a member of XPX Chicago
James Robbs
Sassetti
Carlos Sava
ProCFO Partners
Fred Stephenson
North Coast Capital Advisors, Ltd.
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
Ejaz Syed
Huntington National Bank
Rick Tkaczyk of  is a member of XPX
Rick Tkaczyk
Century Sales Solutions, LLC
John Weber of Water Street Advisors is a member of XPX Chicago
John B Weber
Sage Intermediaries LLC
Chris Zdunich of Engage PEO is a member of XPX Chicago
Chris Zdunich
Engage PEO

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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