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  • Exit Planning Exchange
Exit Planning Exchange
May
16

XPX Chicago Chapter Owners' Academy (Virtual)

Details

Date & Time

Tue, May 16th, 2023 ⋅ 11:30am - 1:30pm (CDT)

Location

ZOOM Number will be sent with registration confirmation.

Tickets

Non-Member
$0.00
Other XPX Chapter Members
$0.00
XPX Chicago Member
$0.00
Guests

Registrants

41 people attended
Laura Liss of Liss & Lamar, P.C. | FranLaw is a member of XPX Chicago
Lorne Greenfield of Capital Concepts USA LLC is a member of XPX Atlanta
Lorne Greenfield of Capital Concepts USA LLC is a member of XPX Atlanta
JO
AK
+36





AFTER THE EXIT PLAN, GETTING THE DEAL DONE

A Panel Discussion by Business Owners


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

and

BUSINESS OWNERS


So, you planned your exit well. Checked all the boxes. Took advice from all the advisers. Both you and your business are truly ready for sale.

There is only one last thing to do:   Get the deal done!

Our panel of business owners who have recently sold or acquired a business will help us understand the issues, hurdles, and obstacles sellers face in getting deals done.

Among the issues examined will be:

  • Do you hire a broker or do it yourself?
  • How to evaluate Letters of Intent?
  • What to consider when having initial interviews with potential buyers.
  • How to prepare for and survive due diligence.
  • When is the right time to tell customers and employees?

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

Tuesday May 16, 2023 – 12 pm Central Time, via Zoom
Plus Pre-Meeting Networking Available on Zoom from 11:30 am-12 pm Central Time

REGISTRATION IS FREE BUT REQURED TO GET THE ZOOM LINK

Our Panel:

Jim Gignac
Owner, Jamac Enterprises Inc. DBA Arlington Heights School of Rock

Sean Heilweil
Co-Founder & CEO, Cache Ventures

Diane Hilgenberg 

Kenneth Siebold 


Make XPX Part of Your Business Plans
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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
Lorne Greenfield of Capital Concepts USA LLC is a member of XPX Atlanta
Lorne Greenfield
Capital Concepts USA LLC
JO
John Olsen
Davis Capital, LLC
AK
Allen Kutchins
KRD, Ltd.
John Jones of John P. Jones, Inc. is a member of XPX Chicago
John Jones
John P. Jones, Inc.
Michael Azzaro of American Community Bank & Trust is a member of XPX Chicago
Michael Azzaro
American Community Bank & Trust
MG
Michelle Green
G & G Law, LLC
FS
Fred Stephenson
North Coast Capital Advisors, Ltd.
MS
Michael Schodrof
UBS
Jonathan Fox of Kelleher + Holland, LLC is a member of XPX Chicago
Jonathan Fox
Kelleher + Holland, LLC
Brad Mart of PivotPoint Company is a member of XPX Chicago
Brad Mart
Mart Partners
PA
Patti Anderson
First National Bank Small Business Finance
Markus May of May Law Firm, LLC is a member of XPX Chicago
Markus May
May Law Firm, LLC
MM
Mario Mireles
Transworld Business Advisors
Nancy Fallon-Houle of Velocity Law, LLC is a member of XPX Chicago
Nancy Fallon-Houle
Velocity Law, LLC
Arlene Martin of Martin Financial Resources, LLC is a member of XPX Chicago
Arlene Martin
Huntington Bank
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
Ejaz Syed
Huntington National Bank
EM
Erin Manning
Navigate
RR
Ron Richards
Fortium Partners
Chris Zdunich of Engage PEO is a member of XPX Chicago
Chris Zdunich
Engage PEO
DO
David Onion
Chicago Capital Holdings, LLC
Cary Clayborn of Profit Inc is a member of XPX Dallas
Cary Clayborn
Profit Inc
MB
Mark Bailey
Transworld Business Advisors Deerfield
Mike McCracken of Wintrust Financial is a member of XPX Chicago
Mike McCracken
Wintrust Financial
Joel Goldberg of G2G Strategies is a member of XPX Chicago
Joel Goldberg
G2G Strategies
Robert Greisman of RKG Consulting Group, Inc. is a member of XPX Chicago
Robert Greisman
RKG Consulting Group, Inc.
Matthew Parker of JP Morgan Private Bank is a member of XPX Chicago
Matthew Parker
JP Morgan Private Bank
Kevin ODonnell of Liquidity Capital is a member of XPX
Kevin Odonnell
Liquidity Capital
JM
Jesse Maher
Cultivate Advisors
JG
Jim Gignac
Jamac Enterprises Inc. DBA Arlington Heights School of Rock
James Robbs of Sassetti is a member of XPX Chicago
James Robbs
Sassetti
SH
Sean Heilweil
Cache Ventures
KS
Kenneth Siebold
DH
Diane Hilgenberg Siebold
AD
Annie Depasquale
Collaborating Docs
TW
Tim Winard
Tim Winard Consulting LLC
JH
Josh Huseman
FNBO
SR
Srbo Radisavljevic
krd