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  • Exit Planning Exchange
Exit Planning Exchange
May
06

XPX Chicago: Legal and Strategic Insights for Maximizing Business Sale Value

Details

Date & Time

Tue, May 6th, 2025 ⋅ 4:00pm - 6:00pm (CDT)

Location

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

Tickets

Chicago XPX Members
$35.00
Chicago XPX Members Same Day Fee
$45.00
Non Members
$60.00
Non Members Same Day Fee
$70.00
XPX Chapter Network Members
$55.00
XPX Chapter Network Members Same Day Fee
$65.00
Guests

Registrants

36 people attended
NN
Tim Padgett of The Pepper Group, Inc. is a member of XPX Chicago
John Jones of John P. Jones, Inc. is a member of XPX Chicago
Brad Mart of PivotPoint Company is a member of XPX Chicago
Theresa Kenaga of Transworld Business Advisors is a member of XPX Chicago
+31

Selling a business is far more than an idea—it’s a strategic journey that demands detailed preparation from inception to post-closing. Join our legal panel of three XPX members as they provide expert insights into the critical business and legal considerations required to position a company as an attractive, market-ready asset. The panel will discuss how to assemble a skilled advisory team that will reduce risk, maximize value, prepare the business for sale, manage the transaction, and address post-sale obligations. Whether you’re working on a current sales engagement, or helping a client plan a future sale, this session will equip you with the tools and knowledge needed to be a valued advisor.

Moderator:


David Bogetz 

Strategic/Operations Consultant
Burnham Capital Partners, LLC

David collaborates with business owners planning to sell within the next 2–10 years, where he focuses on maximizing sale value. Through a comprehensive review of strategy, culture, operations, and financial statements, he develops and implements clear and concise strategic plans to enhance equity value. David guides clients in executing necessary changes to improve culture, boost performance, and prepare for a successful sale. With deep experience in venture capital, private equity, commercial banking, investment banking, and as an owner/operator, David brings a wealth of expertise to help business owners achieve their goals.

Our Panel:


Denice Gierach

Attorney
The Gierach Law Firm, LLC

Denice is an attorney and CPA, with a Masters in Management from Northwestern University, and with over 30 years of experience. She has owned and managed multiple businesses, including ventures in real estate and manufacturing. Denice serves as the lead attorney at Gierach Law Firm in the Chicago-area. Known for her expertise across legal, financial, and entrepreneurial fields, Denice provides strategic guidance to businesses seeking growth, problem-solving, and long-term success. Her comprehensive approach helps clients address complex challenges efficiently, allowing them to focus on sustainable growth while minimizing time spent on legal and operational issues.


Laura E. Liss

Attorney
Liss & Lamar, P.C.

Laura concentrates exclusively on transactional business legal work, dedicating over 50% of her time to Main Street and lower-middle market business sales and purchases. Her practice also focuses on franchising for franchisees and franchisors, commercial lease negotiations, contract drafting and negotiation, trademarks, and other matters—all tailored to serve her typical clientele of founders and family businesses. Laura often acts as an “outside general counsel” for clients, addressing both legal and business issues. Known for her practical approach, Laura avoids legal jargon and ensures her clients are connected with high-quality professionals within her network.


Markus May

Attorney
May Law Firm LLC

Markus is a mergers and acquisitions attorney who helps clients in numerous industries achieve their dreams of buying or selling a business. He is a past Chairman of the Illinois Bar Association, and has served on committees with the Chicago Bar Association and DuPage County Bar Association. Markus is a member of the Institute of Illinois Business Laws. He is on the board of XPX Chicago, and is also a member of the Midwest Business Brokers and Intermediaries. Markus is an author and speaker, and has published numerous legal and newspaper articles and has given numerous seminars related to mergers and acquisitions.


Registration Fees:

XPX Chicago Members: $35
XPX Chicago Members Same Day: $45

XPX Chapter Network Members: $55
XPX Chapter Network Members Same Day: $65

Non-Members: $60
Non-Members Same Day: $70

Food and beverages are included.

Pre-registration online is a must for catering planning.

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  If you miss the deadline, the sale is final. We are unable to issue a credit towards another meeting or individual, no substitutes/transfers.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
NN
Nick Niemi
Sebold Capital Management
Tim Padgett of The Pepper Group, Inc. is a member of XPX Chicago
Tim Padgett
The Pepper Group, Inc.
John Jones of John P. Jones, Inc. is a member of XPX Chicago
John Jones
John P. Jones, Inc.
Brad Mart of PivotPoint Company is a member of XPX Chicago
Brad Mart
Mart Partners
Theresa Kenaga of Transworld Business Advisors is a member of XPX Chicago
Theresa Kenaga
Transworld Business Advisors
AK
Allen Kutchins
Aprio
KD
Kevin Daugherty
UBS Financial Services
PA
Patti Anderson
First National Bank Small Business Finance
NM
Nisrin Martin
Merrill lynch
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
Ejaz Syed
Huntington National Bank
Arlene Martin of Martin Financial Resources, LLC is a member of XPX Chicago
Arlene Martin
Busey Bank
Mike McCracken of Wintrust Financial is a member of XPX Chicago
Mike McCracken
Wintrust Financial
LV
Les Veil
Next Level Business Advisors
Ann Kim of The ESOP Group at Morgan Stanley is a member of XPX Chicago
Ann Kim
The ESOP Group at Morgan Stanley
Joseph Wanta of Access One Inc. is a member of XPX Chicago
Joseph Wanta
Access One Inc.
Tim Obendorf of Steward Advisors, LLC is a member of XPX Chicago
Tim Obendorf
Steward Advisors, LLC
James Montesantos of Joseph James Business Advisors LLC is a member of XPX Chicago
James Montesantos
Joseph James Business Advisors LLC
Steven Migala of Lavelle Law, Ltd. is a member of XPX Chicago
Steven Migala
Lavelle Law, Ltd.
GL
Greg Lohmeyer
Sikich
James Robbs of Sassetti is a member of XPX Chicago
James Robbs
Sassetti
MN
Mike Novitski
Sikich
MM
Michael Moran
American Commercial Bank
JT
Joseph Turek
MW Supply Chain Services
Markus May of May Law Firm, LLC is a member of XPX Chicago
Markus May
May Law Firm, LLC
DG
Denice Gierach
Gierach Law Firm, LLC
David Bogetz of Burnham Capital Partners is a member of XPX Chicago
David Bogetz
Burnham Capital Partners
Laura Liss of Liss & Lamar, P.C. | FranLaw is a member of XPX Chicago
Laura Liss
Liss & Lamar, P.C. | FranLaw
SN
Stephen Nowelski
Entrepreneur
GR
Gabriel Rodriguez
Marshall & Stevens
FS
Fred Stephenson
North Coast Capital Advisors, Ltd.
LA
Luis Alba
Huntington National Bank
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
Christen Plotkin of UBS Financial Services Inc. is a member of XPX Chicago
Christen Plotkin
UBS Financial Services Inc.
CB
Colin Bonnett
Merrill Lynch
GL
Greg Liss
Huntington Bank
JR
Jorge Rinconeno
Porte Brown