XPX Chicago: Mini-Case Study followed by a south-of-the-border buffet

Are you curious about how fellow advisors tackle the same challenges you encounter daily with clients?

Join us for a dynamic afternoon program, where you’ll dive into a hypothetical case study along with your peers. You’ll discover some creative solutions, swap insights, and spark conversations that go beyond the evening’s agenda.

This is not just a meeting – it’s a chance to build genuine relationships, uncover new collaborative opportunities, and find out exactly who you’d like to connect with outside the room!

Our Speaker:

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 financials, 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.

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.