XPX Triangle: Specialty Exit Topics – Intellectual Property Due Diligence, Salesforce Retention and Banking Issues

Event Information

Date & Time

Thu, May 19th, 2022
12:00pm - 2:00pm (EDT)


Vesta Wealth Advisors- 4141 Parklake Avenue, Suite 450 | Raleigh, NC 27612


XPX Registration Closed


Non-Members $20.00
Triangle Members $10.00

Guenevere Abernathy
NC Employee Ownership Center
Ted A Bachman
Bachman & Associates
Van Daughtry of Van Daughtry Consulting, LLC is a member of XPX Triangle
Van Daughtry
Van Daughtry Consulting, LLC
Adam Goldblatt
Michael Best
Laird Hepburn of Business-owner Strategies Group, LLC is a member of XPX Triangle
Laird Hepburn
Business-owner Strategies Group, LLC
Neal J. Isaacs
VR Business Brokers
Mike Leannah of Business Value Strategies is a member of XPX Triangle
Mike Leannah
Business Value Strategies
Diego Muñoz of KW Commercial / ThisPropertyAvailable.com is a member of XPX Triangle
Diego Muñoz
KW Commercial / ThisPropertyAvailable.com
Mary T Norton
Vesta Wealth Advisors
Alicia Parr of Performentor LLC is a member of XPX Triangle
Alicia Parr
Performentor LLC
Craig Poms
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
Daniel Steyn of Sales Xceleration is a member of XPX Triangle
Daniel Steyn
Sales Xceleration
Joe Stiles of Sandler Training Sales Matters, Inc is a member of XPX Triangle
Joe Stiles
Sandler Training Sales Matters, Inc
Arles A Taylor
Jenkins, Wilson, Taylor, & Hunt, PA
Dave Thompson
SME Business

Addressing the challenges of exit planning by understanding how to protect IP, retain key sales staff and expand banking relationships.

Our Speakers:

Craig Poms

Craig is a Commercial Banking Officer with TowneBank specializing in providing working capital lines of credit and term loans for operating companies and financing both owner occupied real estate and real estate investments. A native of Maryland, he lives in Chapel Hill and works in Cary.

Joe Stiles
Senior Facilitator
Enterprise Division, Sandler Training

Sandler Training is a world leader in innovative sales, leadership and management training. For more than 50 years, Sandler has taught its distinctive, non-traditional selling system and highly effective sales training methodology, which has helped salespeople and sales managers take charge of the process.

Arles A. Taylor, Jr.
Patent Attorney
Jenkins, Wilson, Taylor & Hunt

Arles Taylor leads the Biotechnology and Chemistry Practice Group at Jenkins, Wilson, Taylor, & Hunt, a specialized intellectual property law firm located in the Triangle. Arles has extensive experience in managing domestic and foreign patent portfolios for clients, in such areas as medical and agricultural biotechnology, medical devices, and pharmaceuticals.


12:00 to 12:15 Networking & lunch
12:15 to 12:20 Opening Remarks
12:20 to 1:00 Presentation
1:00 to 1:30 Breakouts
1:30 to 1:40 Guest Speaker Guenevere Abernathy
Executive Director, NC Employee Ownership Center
1:40 to 1:45 Sponsor Spotlight
1:45 to 2:00 Closing/Networking

Registration Fees:

XPX Triangle Members:  $10
Non-Members: $20

Refund Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. We are unable to issue a credit towards another meeting or individual.