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  • Exit Planning Exchange
Exit Planning Exchange
Oct
20

XPX Chicago: Breakfast Networking & Mini-Case Study

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Details
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Date & Time

Tue, Oct 20th, 2026 â‹… 7:30am - 9:30am (CDT)

Location

Land & Lake Rosemont, 6600 Mannheim Rd., Rosemont, IL

Status

Registration Open

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
$75.00
Guests

Registrants

27 people are going
Nick Niemi of Sebold Capital Management is a member of XPX Chicago
AK
Arlene Martin of Martin Financial Resources, LLC is a member of XPX Chicago
Thano Emerick of Exit Factor is a member of XPX Chicago
Aaron OConnor of Bridge CPA is a member of XPX Chicago
+22

Business owners considering a sale within five years face challenges that affect both current performance and future value. This case study will focus on various issues facing companies: banking and cash flow; tariffs; margin uncertainty; evolving sales channels; customer pricing; IT exposure; internal controls; talent issues; and competition.

Our Speaker:


David Bogetz

Burnham Capital Partners, LLC
Strategy Consultant

David helps business owners maximize the equity value of their companies by reviewing strategy, culture, operations, and financial performance, and then turning those insights into clear, actionable plans. He guides clients through the changes needed to improve culture, drive results, and prepare for growth and/or a successful exit. Drawing on experience in venture capital, private equity, commercial banking, investment banking, and as an owner-operator, David brings practical, investor-level insight to every engagement.


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.

Member Benefit (First Time Guest to an XPX event ) -  Complimentary pass to a first XPX educational event only.  An Chicago member referral is required. The XPX member (not the guest) must email angie@exitplanningexchange.com to register their first-time guest.

This offer is valid only for individuals who have never attended an XPX Chapter event. Guests who have previously attended any XPX event, whether paid or complimentary, are not eligible.

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 or credits 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.
Nick Niemi of Sebold Capital Management is a member of XPX Chicago
Nick Niemi
The Mather Group
AK
Allen Kutchins
Aprio
Arlene Martin of Martin Financial Resources, LLC is a member of XPX Chicago
Arlene Martin
Martin Financial Resources, LLC
Thano Emerick of Exit Factor is a member of XPX Chicago
Thano Emerick
Exit Factor
Aaron OConnor of Bridge CPA is a member of XPX Chicago
Aaron Oconnor
Bridge CPA
Markus May of May Law Firm, LLC is a member of XPX Chicago
Markus May
May Law Firm, LLC
Brad Mart of PivotPoint Company is a member of XPX Chicago
Brad Mart
PivotPoint Company
James Robbs of Sassetti is a member of XPX Chicago
James Robbs
Sassetti
CS
Cynthia Smith
RA
Ryan Anderson
Morgan Stanley
David Bogetz of Burnham Capital Partners is a member of XPX Chicago
David Bogetz
Burnham Capital Partners
PW
Paul Wilkin
Aprio Advisory Group
Theresa Kenaga of Transworld Business Advisors is a member of XPX Chicago
Theresa Kenaga
Transworld Business Advisors
Dan Milosevic of WestPac Wealth Partners is a member of XPX Chicago
Dan Milosevic
WestPac Wealth Partners
CM
Camren Miller
Busey Bank
MS
Matt Saltess
Cornerstone National Bank
Laura Liss of Liss & Lamar, P.C. | FranLaw is a member of XPX Chicago
Laura Liss
Liss & Lamar, P.C. | FranLaw
SA
Sarah Austin
The Scratch Pantry
BR
Barnet Rogers
North Elm Advisory
Larry Gard of Done With Work Retirement Coaching and Consulting is a member of XPX Chicago
Larry Gard
Done With Work Retirement Coaching and Consulting
Mike McCracken of Wintrust Financial is a member of XPX Chicago
Mike McCracken
Wintrust Financial
Steven Migala of Lavelle Law, Ltd. is a member of XPX Chicago
Steven Migala
Lavelle Law, Ltd.
MS
Mike Sirchio
James Muraff of McDonald Hopkins LLC is a member of XPX Chicago
James Muraff
McDonald Hopkins LLC
Jonathan Fox of Kelleher + Holland, LLC is a member of XPX Chicago
Jonathan Fox
Kelleher + Holland, LLC
HL
Howard Leach
Signature
CS
Carlos Sava
Clifton & Co.