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  • Exit Planning Exchange
Exit Planning Exchange
Jun
19

XPX Chicago: Alternative Exit Scenarios

Details

Date & Time

Thu, Jun 19th, 2025 ⋅ 7:30am - 9:00am (CDT)

Location

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

Tickets

Chicago XPX Members
$40.00
Chicago XPX Members Same Day Fee
$50.00
Non Members
$70.00
Non Members Same Day Fee
$80.00
XPX Chapter Network Members
$65.00
XPX Chapter Network Members Same Day Fee
$75.00
Guests

Registrants

33 people attended
RA
LM
AK
NN
Laura Liss of Liss & Lamar, P.C. | FranLaw is a member of XPX Chicago
+28

Join XPX members and guests to hear from member Carlos Sava on:

  • What can go wrong in exit planning processes
  • Example challenging situations
  • Barriers to creating a better (but still sub-optimal) outcome
  • Alternative options to the full-sale, walk-away
  • New timeframes for exit



Carlos Sava

Partner
Clifton & Co Merchant Banking

Carlos Sava is a partner with Clifton & Co Merchant Banking, which advises and provides capital to small businesses in challenging situations. He focuses on Clifton acquisitions, serving as CFO of portcos, and transaction advisory. Over his investment banking, investment management, and CFO stages of his career, Carlos completed over 20 transactions valued at $2B+. His industry expertise includes logistics, industrials, home services, and software. Previously, he founded three investment-related businesses and two HVAC acquisition searches. Carlos earned his BBA in Accounting & Finance from the University of Wisconsin – Madison. In addition, he is a CFA charterholder and a CEPA.


Registration Fees:

XPX Chicago Members: $40
XPX Chicago Members Same Day: $50

XPX Chapter Network Members: $65
XPX Chapter Network Members Same Day: $75

Non-Members: $70
Non-Members Same Day: $80

Food and beverages are included.

Pre-registration online is a must for catering planning.

Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
RA
Ryan Anderson
Morgan Stanley
LM
Lowell Mora
Impact CFO, LLC
AK
Allen Kutchins
Aprio
NN
Nick Niemi
Sebold Capital Management
Laura Liss of Liss & Lamar, P.C. | FranLaw is a member of XPX Chicago
Laura Liss
Liss & Lamar, P.C. | FranLaw
SN
Stephen Nowelski
Private Family Office
Tim Padgett of The Pepper Group, Inc. is a member of XPX Chicago
Tim Padgett
The Pepper Group, Inc.
Brad Mart of PivotPoint Company is a member of XPX Chicago
Brad Mart
Mart Partners
JK
John Kopp
Exit Factor
JK
Jason Kammes
Exit Factor
LV
Les Veil
Next Level Business Advisors
FS
Fred Stephenson
North Coast Capital Advisors, Ltd.
Mike McCracken of Wintrust Financial is a member of XPX Chicago
Mike McCracken
Wintrust Financial
CF
Chris Fils
Raymond James
PA
Patti Anderson
First National Bank Small Business Finance
JS
Jeffrey Schulz
J. Krug
JG
John Gotschall
Coaching Financial
James Robbs of Sassetti is a member of XPX Chicago
James Robbs
Sassetti
Connor Roll of J.P. Morgan Private Bank is a member of XPX Chicago
Connor Roll
J.P. Morgan
KW
Kimberly Wasney
Ripples Edge Advisors
Theresa Kenaga of Transworld Business Advisors is a member of XPX Chicago
Theresa Kenaga
Transworld Business Advisors
Virginia McGann of Integrated Back Office Solutions is a member of XPX Chicago
Virginia McGann
Integrated Back Office Solutions
Markus May of May Law Firm, LLC is a member of XPX Chicago
Markus May
May Law Firm, LLC
SH
Scott Hansen
SH Consulting
David Bogetz of Burnham Capital Partners is a member of XPX Chicago
David Bogetz
Burnham Capital Partners
CS
Carlos Sava
Clifton & Co.
Robert (Bob) Happ of 5-Point Solutions - Software & IT Services is a member of XPX Chicago
Robert (bob) Happ
5-Point Solutions - Software & IT Services
Michael Azzaro of American Community Bank & Trust is a member of XPX Chicago
Michael Azzaro
American Community Bank & Trust
NZ
Nate Zureikat
5/3 Bank
Steven Migala of Lavelle Law, Ltd. is a member of XPX Chicago
Steven Migala
Lavelle Law, Ltd.
JH
Jim Houlihan
Diamond Growth Partners, LLC.
Christen Plotkin of UBS Financial Services Inc. is a member of XPX Chicago
Christen Plotkin
UBS Financial Services Inc.
James Muraff of McDonald Hopkins LLC is a member of XPX Chicago
James Muraff
McDonald Hopkins LLC