20
Jan
XPX Triangle: Simplifying legal and tax structures for exit planning
January
20
Thursday

Event Information

Date & Time

Thu, Jan 20th, 2022
7:30am - 9:00am (EST)

Location

Virtual - Connection details sent upon registration

Status

Registration Open

Price

Non-Members $0.00
Other XPX Chapter Members $0.00
Triangle Members $0.00

Ted A Bachman
Bachman & Associates
Jeffrey Cochran of Exclamation Communications! Inc is a member of XPX Triangle
Jeffrey J Cochran
Exclamation Communications! Inc
Kristy Cook
Mod Law Firm
Van Daughtry of Van Daughtry Consulting, LLC is a member of XPX Triangle
Van Daughtry
Van Daughtry Consulting, LLC
Jason Miles Deshayes
Cook Wealth Management Group
Nigel Elkan
ActionCoach of the Triangle
Steven Fultonberg of Steven Fultonberg CPA/CVA, PLLC is a member of XPX Triangle
Steven Fultonberg
Steven Fultonberg CPA/CVA, PLLC
Neal J. Isaacs
VR Business Brokers
Benji Jones
Beth Lambert
Consultant
Mike Leannah of Business Value Strategies is a member of XPX Triangle
Mike Leannah
Business Value Strategies
David Morgan
Robert V Mouro
Fried Mouro Wealth Management of Janney Montgomery Scott, LLC.
Alicia Parr of Performentor LLC is a member of XPX Triangle
Alicia Parr
Performentor LLC
Traci Philips of The Innate Coach is a member of XPX Triangle
Traci Philips
The Innate Coach
Thomas Schaffer of Transitions Financial Strategies is a member of XPX Triangle
Thomas R Schaffer
Transitions Financial Strategies
Jerry Sledge of The Sledge Organization, LLC dba Supporting Strategies - Raleigh is a member of XPX Triangle
Jerry M Sledge
The Sledge Organization, LLC dba Supporting Strategies – Raleigh
Erin Spencer of EdgeBrook Lane Consulting is a member of XPX Triangle
Erin Spencer
EdgeBrook Lane Consulting
Carlton White of Visionary Business Brokerage, LLC is a member of XPX Triangle
Carlton White
Visionary Business Brokerage, LLC

Many legal and tax related decisions need to be made as companies move through the exit process. Join us as XPX member Jerry Sledge and guest speaker Benji Jones show us how to effectively use legal and tax structures for productive and profitable exit planning.

Our Speakers:



Jerry Sledge
Owner
Supporting Strategies, Raleigh

Jerry Sledge currently owns Supporting Strategies – Raleigh. Supporting Strategies – Raleigh is a cloud-based bookkeeping company that provides services to growing companies. It is part of the Supporting Strategies national network of 72 franchisees that have been providing services to growing companies since 2004 and currently supports 3,500 + clients through 500 + W-2 employees, many of which have CPA licenses or MBA designations. Jerry works closely with clients to understand their business and support them with sound financial statements that serve as the foundation for a variety of purposes including preparation of sound tax returns, support for growth strategies, support for financing that growth or providing due diligence information related to exit.



Benji Jones
Co-Founder
Innovate Capital Law, Raleigh, NC.

Benji Jones is co-founder of Innovate Capital Law. Innovate Capital is a law firm in Raleigh, NC which helps clients raise capital using a toolbox of evolving business practices, software, legal and financing strategies. Benji works closely with clients to develop customized strategies in each step of the startup, growth and capital raising process. 

Benji is an adjunct professor at Campbell Law School, where she teaches a practical course on advising startups and she also runs the Innovate Capital Business Law Clinic at Campbell University, a free legal clinic for local startups. Benji was a co-founder of xElle Ventures, an early stage Angel Network for women founders by women founders, executives and investors.


AGENDA: Time 7:30 – 9:00 am

7:30- 7:45 Opening remarks
7:45 – 8:15 Presentation
8:15 – 8:45 Breakout sessions
8:45 – 8:50 Sponsor Spotlight
8:50 – 9:00 Closing remarks


Registration Fees: FREE

Virtual – Connection details sent upon registration.

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