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  • Exit Planning Exchange
Exit Planning Exchange
Apr
13

XPX Chicago: Business Brokers & Intermediaries Panel

Details

Date & Time

Wed, Apr 13th, 2022 ⋅ 7:30am - 9:00am (CDT)

Location

Butterfield Country Club, 2800 Midwest Rd, Oak Brook, IL 60523

Tickets

Chicago Members
$30.00
Non-Members
$45.00
Guests

Registrants

31 people attended
Laura Liss of Liss & Lamar, P.C. | FranLaw is a member of XPX Chicago
AK
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
Germaine Harris of BMO is a member of XPX Chicago
Joel Goldberg of G2G Strategies is a member of XPX Chicago
+26

Join us to learn updates and trends that our business broker and intermediary members are seeing in the marketplace via a panel discussion over breakfast.

Member Germaine Harris will moderate our panel discussion.


Moderator:


Germaine Harris
Wealth Advisor & Director
BMO Private Wealth


Our Panel:


Fred Stephenson
North Coast Advisors



Peter Holton
Caber Hill Advisors



Joel Goldberg
Goldberg Heinze Business Advisors




AGENDA:

7:30-8:00 am – Networking

8:00-9:00 am – Breakfast and Program


Registration Fees:

XPX Chicago Members: $30
Non-Members $45
Walk-in/Same Day: Additional $10.00 will be applied to the above fees.

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.

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© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
Laura Liss of Liss & Lamar, P.C. | FranLaw is a member of XPX Chicago
Laura Liss
Liss & Lamar, P.C. | FranLaw
AK
Allen Kutchins
KRD, Ltd.
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
Ejaz Syed
Huntington National Bank
Germaine Harris of BMO is a member of XPX Chicago
Germaine Harris
BMO
Joel Goldberg of G2G Strategies is a member of XPX Chicago
Joel Goldberg
G2G Strategies
JT
Joseph Turek
MW Supply Chain Services
CS
Carlos Sava
ProCFO Partners
MARTY BRACCO of Tandem HR is a member of XPX Chicago
Marty Bracco
Tandem HR
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
Arlene Martin of Martin Financial Resources, LLC is a member of XPX Chicago
Arlene Martin
Huntington Bank
Jeff Hornstein of The Hornstein Law Office, P.C. is a member of XPX Chicago
Jeff Hornstein
The Hornstein Law Office, P.C.
BB
Brian Berglund
Armarius Software
Margaret Griffin of Somercor 504 is a member of XPX Chicago
Margaret Griffin
Somercor
James Van Ham, CLU, ChFC, LACP of Van Ham and Tan Financial is a member of XPX Chicago
James Chfc Clu Cfp van Ham
Van Ham and Tan Financial
FS
Fred Stephenson
North Coast Capital Advisors, Ltd.
Peter Holton of Caber Hill Advisors is a member of XPX Chicago
Peter Holton
Caber Hill Advisors
TC
Tom Clarke
JP Morgan
Tim Carroll of Busey Bank is a member of XPX Chicago
Tim Carroll
Busey Bank
James Brace of Brace MCS is a member of XPX Chicago
James Brace
Brace MCS
James Robbs of Sassetti is a member of XPX Chicago
James Robbs
Sassetti
Christen Plotkin of UBS Financial Services Inc. is a member of XPX Chicago
Christen Plotkin
UBS Financial Services Inc.
Mike McCracken of Wintrust Financial is a member of XPX Chicago
Mike McCracken
Wintrust Financial
Faran Rasmussen of Insperity is a member of XPX Chicago
Faran Rasmussen
Insperity
MS
Michael Senko
BKD, LLP
Rick Tkaczyk of Century Sales Solutions, LLC is a member of XPX Chicago
Rick Tkaczyk
Century Sales Solutions, LLC
Anthony Mulé of Standard Valuation Services is a member of XPX Chicago
Anthony Mulé
Valbridge Property Advisors - Chicago Metro
Michael Azzaro of American Community Bank & Trust is a member of XPX Chicago
Michael Azzaro
American Community Bank & Trust
JK
Jeff Kolke
Franklin Hill Capital
LA
Luis Alba
Huntington National Bank
CM
Christa Madison
Sebold Capital Wealth Management