18
May
XPX Chicago Chapter Owners' Academy (In-Person)
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Event Information

Date & Time

Wed, May 18th, 2022
7:30am - 9:00am (CDT)

Location

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

Status

XPX Registration Closed

Price

Guest (who is a client of an advisor) $20.00
Guest (who is a professional advisor) $55.00
XPX Member $30.00

Patti Anderson
First Internet Bank
Michael Azzaro of American Community Bank & Trust is a member of XPX Chicago
Michael Azzaro
American Community Bank & Trust
MARTY BRACCO of Tandem HR is a member of XPX Chicago
MARTY BRACCO
Tandem HR
Robert Greisman of RKG Consulting Group, Inc. is a member of XPX Chicago
Robert S. Greisman
RKG Consulting Group, Inc.
Doug Hamilton
NuWay Electronics
Sarah Homrok
Junk King of Chicago and Oak Park
Jeff Hornstein of The Hornstein Law Office, P.C. is a member of XPX Chicago
Jeff Hornstein
The Hornstein Law Office, P.C.
Jeff Kolke
Franklin Hill Capital
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
Christa Madison
Sebold Capital Wealth Management
Markus May of May Law Firm, LLC is a member of XPX Chicago
Markus May
May Law Firm, LLC
Mike McCracken
Wintrust Financial
Mark Mirsky
KRD Accountants
Craig Nadborne of Bradford Allen Realty Services is a member of XPX Chicago
Craig A Nadborne
Bradford Allen Realty Services
Christen Plotkin of UBS Financial Services Inc. is a member of XPX Chicago
Christen Plotkin
UBS Financial Services Inc.
Paul Prikos
International Mortuary Shipping, LLC
James Robbs of Sassetti is a member of XPX Chicago
James Robbs
Sassetti
Carlos Sava
ProCFO Partners
Fred Stephenson
North Coast Capital Advisors, Ltd.
Arnold Surdokas
Sassetti LLC
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
Ejaz Syed
Huntington National Bank




EXIT PLANNING FROM THE OTHER SIDE: THE BUYER’S PERSPECTIVE

A Panel Discussion of

How Seller Exit Planning Impacts Buyers


 FOR PROFESSIONAL ADVISORS (XPX MEMBERS and NON-MEMBERS,)

and

BUSINESS OWNERS


We tend to think of exit planning as something only for the benefit of sellers. But there can be downstream benefits to buyers as well, which make for overall more successful transactions.

Our panel of business owners who have recently acquired businesses will explore issues and share experiences that bear on how exit planning by sellers impacts buyers. Among the issues examined will be:

  • How seller exit planning impacts a potential buyer’s decision-making.
  • The three things sellers’ exit planning can accomplish to make for an easier transaction and close for buyers.
  • Business curb appeal: What attracts or repels buyers and how sellers should think about these things during exit planning.
  • What buyers wished sellers and their advisors had done differently.

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.

Our Speakers:

Sarah Homrok
President
Junk King of Chicago and Oak Park

Paul Prikos
International Mortuary Shipping, LLC
Principal

Jeffrey Kolke
Partner
Franklin Hill Capital


AGENDA:

  • Registration and Breakfast at 7:30 am
  • Program starts promptly at 8 am.
  • Conclusion by 9 am, with networking to follow for those who wish.

Investment:

XPX Member: $30
Guest (who is a professional advisor): $55
Guest (who is a client of an advisor): $20


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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