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Members

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Members of the Exit Planning Exchange Chicago Chapter are a select group of expert advisors to privately-held businesses.

These diverse experts are chosen by their peers for their expertise and shared values that include: Work collaboratively, Put the client first, Think long term, Consider the human angle and Always be learning. It’s easy to find an expert by using the search box or these handy directories to choose from 12 professions, 75+ areas of functional expertise and 20 client industry categories. Feel free to reach out to the advisors with the expertise you seek. Contact us for further assistance. 

    • Profession
    • Functional Expertise
    • Client Industies
    Client Advisor
    JP Morgan

    You need solutions to complex financial problems. I specialize in pre- and post-transaction wealth planning. Focused on a goals-based approach.

    Chicago
    Shareholder
    Lavelle Law, Ltd.

    You have a legal need regarding general corporate, commercial lending, M&A and estate/succession planning matters.

    Chicago
    Business Advisor
    100Waters Group LLC

    When you have a business owner with an eye on a 5-10 year exit. I help with strategic planning, accountability and building up fundamental skills within a company.

    Chicago
    President / Advisor
    Sales Xceleration

    At Sales Xceleration we work with business owners who are experiencing challenges related to sales to help them realize their full potential.

    Chicago
    Director
    Ostrow Reisin Berk & Abrams, Ltd.

    You need someone on your team that can get into the details and also provide high level advise and counsel. Someone that will do what it takes to help the client be successful.

    Chicago
    District Manager
    ADP

    A business owner would like to assess their human capital strategy and find ways improve employee engagement and retention, increase efficiency of back-office, and control costs related to workforce.

    Chicago
    President
    ATD Inc.

    Virtual phone systems, smart WiFi, security cameras, carrier services and structured cabling all while continuing a holistic understanding and approach of technology solutions.

    Chicago
    President
    Kaskov Valuations, Inc.

    Your clients need an independent business valuation for succession planning, estate and gift tax reporting, or for a shareholder dispute.

    Chicago
    Owner
    The Hornstein Law Office, P.C.

    You are ready to sell or buy a business or have a dispute to resolve with another business or your partner

    Chicago
    Assistant Vice President - Commercial Banking
    American Community Bank & Trust

    Call me when a business owner you know is feeling anxious or frustrated that they do not have access to the capital needed to run and grow their business.

    Chicago
    Managing Director
    Supporting Strategies | Northern Chicago

    you need outsourced enterprise level accounting solutions to startups, small businesses, and nonprofits.

    Chicago
    Business Performance Advisor
    Insperity

    a business has a "getting better" agenda and needs to contain costs on health insurance, reduce employment risk, offload administrative duties and become a better place to work!

    Chicago
    Mr.
    Murphy Business & Financial of Illinois

    Call me when your exit strategy includes the sale of your business. We specialize in businesses with total revenues under $6MM.

    Chicago
    Risk Management Consultant
    Assurance Agency

    you have any property, casualty, or employee benefits insurance needs. I provide an in-depth analysis to determine a risk management and insurance program to help gain control over insurance costs.

    Chicago
    Principal
    Traction2Vision

    As an Implementer of the Entrepreneurial Operating System and certification by BEI as an Advanced Exit Planner (AExP), I provide the missing link to hellp business owners build business value.

    Chicago
    Managing Director
    Caber Hill Advisors

    Caber Hill Advisors is committed to working with business owners and CEO’s so they cansuccessfully fulfill their personal and professional legacies.

    Chicago
    Silver
    Business Performance Advisor
    Insperity

    a business owner has a "getting better" agenda and wants to compete with larger companies for talent, while retaining the great people they already have in the organization.

    Chicago
    Owner/President/Professional EOS Implementer
    Merchab Consulting Group, Inc.

    want to implement a complete proven system with simple practical tools that helps organizations clarify their vision, become more disciplined in executing their vision and advance as a team.

    Chicago
    Managing Director
    Value Growth Partners, LTD.

    a business leader or owner is thinking about transitioning the management or ownership of a business. The best transitions start 5 years ahead of the actual transtion.

    Chicago
    President
    Equilibrium IT

    M&A Information Technology
    IT assessments, IT solutions engineering, IT project management and engineering, IT documentation, outsourced IT administration - managed services.

    Chicago
    Managing Director
    Capstone Headwaters

    A middle market business needs capital or is at a point of transition. My firm is not a generalist, but rather a series of highly focused industry verticals with depth and breadth of expertise.

    Chicago
    Financial Advisor
    UBS Financial Services Inc.

    you feel you have, or will have, complex financial needs but don't have a coordinated comprehensive approach to addressing those needs.

    Chicago
    Private Wealth Management
    Bernstein

    You need the help of a team of experts from a boutique private wealth management firm to address complex planning issues around: Business transition, Wealth transfer, Sophisticated income and tax planning. We also specialize in non-profits.

    Chicago
    Founder & Wealth Manager
    Steward Advisors, LLC

    a client is struggling to understand how to convert the value of their business into an income stream in retirement.

    Chicago
    Principal
    Goldberg Heinze Business Advisors, Paul M. Heinze Company

    provide professional opinion and insight as applied to questions or issues related to Corporate transition, growth, divestiture and diversification.

    Chicago
    Business Performance Advisor
    Insperity

    I help business owners navigate the ever-challenging world of employees, reporting and compliance and addressing high and unpredictable health care and workers’ compensation cost.

    Chicago
    Managing Director and Principal
    Valbridge Property Advisors - Chicago Metro

    there is a need for a credible commercial real property appraisal or valuation service. We provide an array of commercial property valuation services.

    Chicago
    Business Lawyer
    Velocity Law, LLC

    You are thinking of selling a business, buying a business, starting a business, or raising capital from investors for a business.

    Chicago
    Wealth Advisor
    UBS Financial Services

    you feel you have, or will have, complex financial needs but don't have a coordinated comprehensive approach to addressing those needs.

    Chicago
    Managing Principal
    Ashland Capital Advisors LLC

    Call me when you are thinking it is time to plan an exit and/or actually selling the business.

    Chicago
    President
    Midwest Business Consulting

    when encountering road blocks in the current business strategy, quality concerns, operational challenges, or general business dilemmas which are preventing the company from achieving its goals.

    Chicago
    Audit & Assurance Supervisor
    Kutchins, Robbins & Diamond, Ltd.

    Please contact me if you are looking for any accounting and business advisory services from a professional CPA.

    Chicago
    National Account Executive
    CSSI Inc. (Cost Segregation Services Inc.)

    We generate substantial cash flow for commercial property owners by accelerating depreciation with quality, affordable, engineering-based tax analysis studies reducing IRS taxes.

    Chicago
    CEO
    Saltare Solutions, LLC

    your client is looking for a business valuation, and to increase the value of their company.

    Chicago
    Managing Director
    Pilot Hill Advisors

    An owner needs to consider selling and could benefit from a look at an ESOP or sale to existing management to ensure continuity, liquidity and a flexible transition.

    Chicago
    Investment Counselor
    Capital Group

    I work with clients and their trusted advisers to go through an integrated planning process which will help inform an appropriate investment strategy to accomplish stated goals and objectives.

    Chicago

    You have any need or would like any part of your financial situation reviewed, including but not limited to all bank accounts both deposit and lending for personal or business.

    Chicago
    Consulting Psychologist
    Hamilton-Chase Consulting

    1. The notion of retirement feels unsettling, and you would like to sort through the head and heart issues. 2. You would like a pre-retirement workshop for staff who are nearing retirement.

    Chicago
    Part Time CFO / Consultant
    Brace MCS

    When you need a sounding board to test your strategy, goals and plans or to solve a sales trend, earnings or cash flow problem.

    Chicago
    Franchise & Corporate Attorney
    Liss & Lamar, P.C. | FranLaw

    Buying or selling their business, expansion through licensing or franchising, protecting their brand through trademarks, negotiate a lease, or generally has legal questions.

    Chicago
    Director
    RainMaker Securities, LLC

    Please contact me when your clients want access to unique investments. RainMaker Securities is a full service mid-market merchant bank.

    Chicago
    Financial Advisor
    Merrill Lynch

    you are looking for a Financial Advisor that is part of a team that has over 100 years of experience and has the ability to utilize both the expertise of Merrill Lynch and Bank of America

    Chicago
    Tax Supervisor
    Kutchins Robbins & Diamond

    If you need tax assistance please reach out to me.

    Chicago
    AVP, Portfolio Manager
    Busey Bank

    Call me for all of your Banking needs whether it be lending, depository, cash management, or wealth management.

    Chicago
    President
    Matlin Financial Services

    You need a financial projection of your retirement income to help make your money last as long as you do; or, you want a better 401(k) or retirement plan for your company.

    Chicago
    Vice President
    North Coast Capital Advisors, Ltd.

    We guide sellers and buyers through every facet of the transaction; from planning and enhancing operations pre-sale through the confidential marketing, negotiations and due diligence.

    Chicago
    Attorney
    Grogan Hesse & Uditsky, P.C.

    you have any question or issue, regardless of whether you think it's a legal question. If I don't know the answer, I can connect you with somebody who does.

    Chicago
    Principal
    G2G Strategies

    You or your company needs to explore options on selling or prior to retirement planning. Goldberg Heinze specializes in manufacturing companies, metalworking, companies up to $25M in revenue.

    Chicago
    Client Advisor
    JP Morgan

    You need solutions to complex financial problems. I specialize in pre- and post-transaction wealth planning. Focused on a goals-based approach.

    Chicago
    Shareholder
    Lavelle Law, Ltd.

    You have a legal need regarding general corporate, commercial lending, M&A and estate/succession planning matters.

    Chicago
    Business Advisor
    100Waters Group LLC

    When you have a business owner with an eye on a 5-10 year exit. I help with strategic planning, accountability and building up fundamental skills within a company.

    Chicago
    President / Advisor
    Sales Xceleration

    At Sales Xceleration we work with business owners who are experiencing challenges related to sales to help them realize their full potential.

    Chicago
    Director
    Ostrow Reisin Berk & Abrams, Ltd.

    You need someone on your team that can get into the details and also provide high level advise and counsel. Someone that will do what it takes to help the client be successful.

    Chicago
    District Manager
    ADP

    A business owner would like to assess their human capital strategy and find ways improve employee engagement and retention, increase efficiency of back-office, and control costs related to workforce.

    Chicago
    President
    ATD Inc.

    Virtual phone systems, smart WiFi, security cameras, carrier services and structured cabling all while continuing a holistic understanding and approach of technology solutions.

    Chicago
    President
    Kaskov Valuations, Inc.

    Your clients need an independent business valuation for succession planning, estate and gift tax reporting, or for a shareholder dispute.

    Chicago
    Owner
    The Hornstein Law Office, P.C.

    You are ready to sell or buy a business or have a dispute to resolve with another business or your partner

    Chicago
    Assistant Vice President - Commercial Banking
    American Community Bank & Trust

    Call me when a business owner you know is feeling anxious or frustrated that they do not have access to the capital needed to run and grow their business.

    Chicago
    Managing Director
    Supporting Strategies | Northern Chicago

    you need outsourced enterprise level accounting solutions to startups, small businesses, and nonprofits.

    Chicago
    Business Performance Advisor
    Insperity

    a business has a "getting better" agenda and needs to contain costs on health insurance, reduce employment risk, offload administrative duties and become a better place to work!

    Chicago
    Mr.
    Murphy Business & Financial of Illinois

    Call me when your exit strategy includes the sale of your business. We specialize in businesses with total revenues under $6MM.

    Chicago
    Risk Management Consultant
    Assurance Agency

    you have any property, casualty, or employee benefits insurance needs. I provide an in-depth analysis to determine a risk management and insurance program to help gain control over insurance costs.

    Chicago
    Principal
    Traction2Vision

    As an Implementer of the Entrepreneurial Operating System and certification by BEI as an Advanced Exit Planner (AExP), I provide the missing link to hellp business owners build business value.

    Chicago
    Managing Director
    Caber Hill Advisors

    Caber Hill Advisors is committed to working with business owners and CEO’s so they cansuccessfully fulfill their personal and professional legacies.

    Chicago
    Silver
    Business Performance Advisor
    Insperity

    a business owner has a "getting better" agenda and wants to compete with larger companies for talent, while retaining the great people they already have in the organization.

    Chicago
    Owner/President/Professional EOS Implementer
    Merchab Consulting Group, Inc.

    want to implement a complete proven system with simple practical tools that helps organizations clarify their vision, become more disciplined in executing their vision and advance as a team.

    Chicago
    Managing Director
    Value Growth Partners, LTD.

    a business leader or owner is thinking about transitioning the management or ownership of a business. The best transitions start 5 years ahead of the actual transtion.

    Chicago
    President
    Equilibrium IT

    M&A Information Technology
    IT assessments, IT solutions engineering, IT project management and engineering, IT documentation, outsourced IT administration - managed services.

    Chicago
    Managing Director
    Capstone Headwaters

    A middle market business needs capital or is at a point of transition. My firm is not a generalist, but rather a series of highly focused industry verticals with depth and breadth of expertise.

    Chicago
    Financial Advisor
    UBS Financial Services Inc.

    you feel you have, or will have, complex financial needs but don't have a coordinated comprehensive approach to addressing those needs.

    Chicago
    Private Wealth Management
    Bernstein

    You need the help of a team of experts from a boutique private wealth management firm to address complex planning issues around: Business transition, Wealth transfer, Sophisticated income and tax planning. We also specialize in non-profits.

    Chicago
    Founder & Wealth Manager
    Steward Advisors, LLC

    a client is struggling to understand how to convert the value of their business into an income stream in retirement.

    Chicago
    Principal
    Goldberg Heinze Business Advisors, Paul M. Heinze Company

    provide professional opinion and insight as applied to questions or issues related to Corporate transition, growth, divestiture and diversification.

    Chicago
    Business Performance Advisor
    Insperity

    I help business owners navigate the ever-challenging world of employees, reporting and compliance and addressing high and unpredictable health care and workers’ compensation cost.

    Chicago
    Managing Director and Principal
    Valbridge Property Advisors - Chicago Metro

    there is a need for a credible commercial real property appraisal or valuation service. We provide an array of commercial property valuation services.

    Chicago
    Business Lawyer
    Velocity Law, LLC

    You are thinking of selling a business, buying a business, starting a business, or raising capital from investors for a business.

    Chicago
    Wealth Advisor
    UBS Financial Services

    you feel you have, or will have, complex financial needs but don't have a coordinated comprehensive approach to addressing those needs.

    Chicago
    Managing Principal
    Ashland Capital Advisors LLC

    Call me when you are thinking it is time to plan an exit and/or actually selling the business.

    Chicago
    President
    Midwest Business Consulting

    when encountering road blocks in the current business strategy, quality concerns, operational challenges, or general business dilemmas which are preventing the company from achieving its goals.

    Chicago
    Audit & Assurance Supervisor
    Kutchins, Robbins & Diamond, Ltd.

    Please contact me if you are looking for any accounting and business advisory services from a professional CPA.

    Chicago
    National Account Executive
    CSSI Inc. (Cost Segregation Services Inc.)

    We generate substantial cash flow for commercial property owners by accelerating depreciation with quality, affordable, engineering-based tax analysis studies reducing IRS taxes.

    Chicago
    CEO
    Saltare Solutions, LLC

    your client is looking for a business valuation, and to increase the value of their company.

    Chicago
    Managing Director
    Pilot Hill Advisors

    An owner needs to consider selling and could benefit from a look at an ESOP or sale to existing management to ensure continuity, liquidity and a flexible transition.

    Chicago
    Investment Counselor
    Capital Group

    I work with clients and their trusted advisers to go through an integrated planning process which will help inform an appropriate investment strategy to accomplish stated goals and objectives.

    Chicago

    You have any need or would like any part of your financial situation reviewed, including but not limited to all bank accounts both deposit and lending for personal or business.

    Chicago
    Consulting Psychologist
    Hamilton-Chase Consulting

    1. The notion of retirement feels unsettling, and you would like to sort through the head and heart issues. 2. You would like a pre-retirement workshop for staff who are nearing retirement.

    Chicago
    Part Time CFO / Consultant
    Brace MCS

    When you need a sounding board to test your strategy, goals and plans or to solve a sales trend, earnings or cash flow problem.

    Chicago
    Franchise & Corporate Attorney
    Liss & Lamar, P.C. | FranLaw

    Buying or selling their business, expansion through licensing or franchising, protecting their brand through trademarks, negotiate a lease, or generally has legal questions.

    Chicago
    Director
    RainMaker Securities, LLC

    Please contact me when your clients want access to unique investments. RainMaker Securities is a full service mid-market merchant bank.

    Chicago
    Financial Advisor
    Merrill Lynch

    you are looking for a Financial Advisor that is part of a team that has over 100 years of experience and has the ability to utilize both the expertise of Merrill Lynch and Bank of America

    Chicago
    Tax Supervisor
    Kutchins Robbins & Diamond

    If you need tax assistance please reach out to me.

    Chicago
    AVP, Portfolio Manager
    Busey Bank

    Call me for all of your Banking needs whether it be lending, depository, cash management, or wealth management.

    Chicago
    President
    Matlin Financial Services

    You need a financial projection of your retirement income to help make your money last as long as you do; or, you want a better 401(k) or retirement plan for your company.

    Chicago
    Vice President
    North Coast Capital Advisors, Ltd.

    We guide sellers and buyers through every facet of the transaction; from planning and enhancing operations pre-sale through the confidential marketing, negotiations and due diligence.

    Chicago
    Attorney
    Grogan Hesse & Uditsky, P.C.

    you have any question or issue, regardless of whether you think it's a legal question. If I don't know the answer, I can connect you with somebody who does.

    Chicago
    Principal
    G2G Strategies

    You or your company needs to explore options on selling or prior to retirement planning. Goldberg Heinze specializes in manufacturing companies, metalworking, companies up to $25M in revenue.

    Chicago
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