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  • Exit Planning Exchange
Exit Planning Exchange
Mar
17

XPX Triangle - Raising Capital: Private Equity and Other Options (Virtual)

Details

Date & Time

Thu, Mar 17th, 2022 ⋅ 4:00pm - 5:30pm (EDT)

Location

Virtual – Connection details sent upon registration.

Tickets

Non-Members
$0.00
XPX Triangle Members
$0.00
Guests

Registrants

25 people attended
Jim Sandy of Carolina OZ Group, LLC is a member of XPX Triangle
Mike Leannah of Business Value Strategies is a member of XPX Triangle
Jerry Sledge of The Sledge Organization, LLC dba Sledge Advisory is a member of XPX Triangle
Van Daughtry of Van Daughtry Consulting, LLC is a member of XPX Triangle
TB
+20

This presentation will review strategies and options for raising capital for business expansion and exit planning.


Our Speakers:

Kenneth Marks
Managing Partner
High Rock Partners, Inc.

Kenneth Marks is an entrepreneur and expert in mergers, acquisitions and financing of emerging growth and middle market companies. He is the Founder and Managing Partner of High Rock Partners and the lead author of Middle Market M&A published by John Wiley & Sons. His firm creates value by working with the leaders of emerging growth and middle-market companies through transitions of ownership or transitions to the next level (or to reposition the company) using a unique and proven blend of experiences and tools in strategic management, mergers & acquisitions, finance and deals, organizational alignment, and market assessment and positioning.


Neal Issacs
Managing Partner
VR Business Brokers

Neal Issacs is the Managing Partner with VR Business Brokers. Neal is a matchmaker for the buyers and sellers of business. VR was founded in 1979 and had done deals since the 1980s in the Raleigh/Durham market. VR Has Sold More Businesses In The World Than Anyone. Ⓡ VR created the 20 step process to sell a business, and built an international network of brokers to source business buyers. Call Neal to sell your business in the Raleigh/Durham market for the best price, in the least amount of time, with the least amount of distraction while you run your business.

AGENDA: 4:00 – 5:30 pm

4:00 – 4:15 pm Opening remarks

4:15 – 4:45 pm Presentation

4:45 – 5:15 pm Breakout sessions

5:15 – 5:20 pm Sponsor Spotlights

5:20 - 5:30 pm Closing remarks

Registration Fees: FREE but registration is required to attend the event.

Virtual – Connection details sent upon registration.



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© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
Jim Sandy of Carolina OZ Group, LLC is a member of XPX Triangle
Jim Sandy
Carolina OZ Group, LLC
Mike Leannah of Business Value Strategies is a member of XPX Triangle
Mike Leannah
Business Value Strategies
Jerry Sledge of The Sledge Organization, LLC dba Sledge Advisory is a member of XPX Triangle
Jerry Sledge
The Sledge Organization, LLC dba Supporting Strategies - Raleigh
Van Daughtry of Van Daughtry Consulting, LLC is a member of XPX Triangle
van Daughtry
Van Daughtry Consulting, LLC
TB
Ted Bachman
Bachman & Associates
Clare Price of Octain is a member of XPX Triangle
Clare Price
Octain
Don Emmett of Murphy Business Sales is a member of XPX Triangle
Don Emmett
Murphy Business Sales
Robert Mouro of Fried Mouro Wealth Management of Janney Montgomery Scott, LLC. is a contact of XPX
Robert Mouro
Fried Mouro Wealth Management of Janney Montgomery Scott, LLC.
BL
Beth Lambert
Consultant
Carlton White of Visionary Business Brokerage, LLC is a member of XPX Triangle
Carlton White
Visionary Business Brokerage, LLC
Dave Thompson of SME Business Consultancy is a member of XPX Triangle
Dave Thompson
SME Business
KC
Kristy Cook
Mod Law Firm
Traci Philips of The Innate Coach is a member of XPX Triangle
Traci Philips
The Innate Coach
Jeffrey Cochran of C12 Forums is a member of XPX Triangle
Jeffrey Cochran
Exclamation Communications! Inc
Jeff Stern of Eagle Business Solutions is a member of XPX Long Island
Jeff Stern
Eagle Business Solutions
Alicia Parr of Performentor LLC is a member of XPX Triangle
Alicia Parr
Performentor LLC
MN
Mary Norton
Vesta Wealth Advisors
PA
Patti Anderson
First Internet Bank
Thomas Schaffer of Transitions Financial Strategies is a member of XPX Triangle
Thomas Schaffer
Transitions Financial Strategies
Craig Poms of TowneBank is a member of XPX Triangle
Craig Poms
TowneBank
Kenneth Marks of High Rock Partners, Inc. is a member of XPX Triangle
Kenneth Marks
High Rock Partners, Inc.
Diego Muñoz of KW Commercial / ThisPropertyAvailable.com is a member of XPX Triangle
Diego Muñoz
KW Commercial / ThisPropertyAvailable.com
Neal Isaacs of VR Business Brokers is a member of XPX Triangle
Neal Isaacs
VR Business Brokers
NE
Nigel Elkan
ActionCoach of the Triangle