If you are an advisor to owners and managers of companies in the lower middle market, XPX can be a powerful learning network for you! Our members represent twelve different professions but share core principles of collaboration, putting the client first, thinking long term, considering the human angle and continuous learning. Learn more about our membership benefits and options.

XPX Chapters

XPX Chicago Meetings

Our 2019 programs are designed to increase participatory involvement with member round-table and panel discussions. Why should you participate? Many reasons, but for starters:

  • Demonstrate what you bring to the table as you share your expertise
  • Spot potential partners among the membership as they display their niche knowledge
  • Get to know members more deeply

Roll-up your sleeves and exercise your mind alongside your colleagues and friends!


Volunteers Needed For Our Operating Committees

We are looking for volunteers for our operating committees for events.

Communications Committee

Promotes the organization, its events and the good work of the various committees. The committee also partners with members of the XPX Chicago chapter to advance efforts in public and media relations, digital marketing and social media. Contact: Laura Yunger, Chair - lyunger@saltaresolutions.com

Membership Committee

Develops membership policies, including deciding when initial free membership ends, cost of membership, firm memberships, and is responsible for increasing membership and running membership recruitment drives. Contact: James Van Ham, Chair - Jimmyv@stgfin.com

Program Planning Committee

Plans content, format and location for monthly membership meetings, and develops periodic special events or programs. Contact: Michael Karmin, Chair - mkarmin@stratwealth.com , Peter Holton, Chair -  peter@caberhill.com, Allen Kutchins, Chair - AIK@krdcpas.com

Sponsorship / Outreach Committee

Sets sponsorship policies and solicits general and event sponsorships along with outreach to potential association alliance partners. Contact: John Weber, Chair or Brian Wetters, Chair

Networking/Value Makers Chair

Develops and runs Networking/ValueMakers, a more substantial networking experience for members who wish to participate. Contact Christopher Manick: Christopher.Manick@busey.com

Owners’ Academy Committee

Develops and runs the Owners’ Academy program, a program aimed at business owners to provide valuable content useful to them and/or peer experiences on particular topics relevant to running, growing, or selling a business. Contact:  Bob Greisman, Chair

Emerging Professional Committee

The Emerging Professional Committee focuses on developing methods and programming to reach out to young professionals looking to further develop their business and leadership skills. Examples of programming includes mentoring with senior level professionals; committee leadership opportunities; networking; and social events, to name a few.  For more information contact: Nermin Avdic, Chair - navdic@krdcpas.com

This is what it entails:

Most committee meetings will be conducted by telephone, and that participation will not be too time burdensome; perhaps only an hour or so a month, although some months could be a little more, and others less. There will be 3-5 members per committee, although we are not limiting the size if many wish to participate. Membership is a good way, without too much time expended, to get to know other XPX members better, and to have a role in the leadership of the organization.  Click here for additional information of each committee.

If you are interested, please contact Angie Ellis if you are interested at angie@exitplanningexchange.com.

Advisor Professions






Insurance Providers


M&A Intermediaries



Virtual managers

Wealth Planners

Advisor Principles

Work Collaboratively

Put The Client First

Think Long Term

Consider The Human Angle

Always Be Learning

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Sales Xceleration
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Steward Advisors, LLC
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