• Home
  • Find an Advisor
  • Advisor Resource Center
  • Chapters
    • Find a Chapter
      • Atlanta
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Radio Show
        • Expo
      • Austin
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Charlotte
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Chicago
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Cleveland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Connecticut
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Dallas
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • DC Metro
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Denver
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Greater Boston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Hawaii
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Houston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Long Island
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Maryland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Nashville
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New Jersey
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New York
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Northern California
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Philadelphia
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Phoenix
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • San Antonio
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Tri-State
        • Events
        • Join
        • News
        • Summit
      • Triangle
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
    • Chapters in Development
      • Fort Worth
      • Miami
      • Piedmont Triad
      • Utah
    • Start a Chapter
    • Emerging Professionals
  • Knowledge Exchange
  • New & Upcoming
    • What’s New
    • National Calendar
  • About XPX
    • About
    • Advisor Principles
    • F.A.Q.s
  • Contact
    • Contact
    • Help
  • Login
    Sign up

    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Oct
27

XPX Triangle: Part One of a Four-Part Franchising Case Study

Details

Date & Time

Thu, Oct 27th, 2022 ⋅ 7:30am - 9:30am (EDT)

Location

Virtual hosted by BSG Advisers - Connection details sent upon registration

Tickets

Non-Members
$0.00
XPX Triangle Members
$0.00
Guests

Registrants

19 people attended
Steven Fultonberg of Steven Fultonberg CPA/CVA, PLLC is a member of XPX Triangle
Mike Leannah of Business Value Strategies is a member of XPX Triangle
Thomas Schaffer of Transitions Financial Strategies is a member of XPX Triangle
Neal Isaacs of VR Business Brokers is a member of XPX Triangle
CA
+14


AGENDA:

7:30 am - 7: 45 am

I. Call to order - President / Officer
II. Welcome Members and Guests
III. Precepts / Five Points
IIIV. Welcome New Members
V. Introduce Guests
VI Introduce Officers & Call for Committee Reports ( < 60 sec each)

  • Membership
  • Sponsorship
  • Finance
  • Programs

VII. Sponsor 90-Second Spotlight

7:45 - Overview of the case study, review of pre work materials
8:00 -  Assign breakout groups and key deliverables
8:15 - Breakout group work
8:45 - Report out from breakout groups

We will be looking at a live, local business considering franchising. In session one, we will go into some detail about the existing operating units, the market, unit profitability, and related items. Participants will be broken out by profession to focus on key areas: legal issues, operations, branding, finance, and marketing. Each group will address issues and recommendations based on the review of a proxy FDD. The goal will be to provide meaningful information to the business owner(s) and the business tries to decide whether to proceed with franchising.

This event is open to the public and is free to Members and Non-members. 

Connection details sent upon registration.


Pre work will be provided at least three days before the meeting.  You can reach Laird at lwhepburn@bsgadvisers.com.

Make XPX Part of Your Business Plans
Attend an event
Join a chapter
Start a chapter
Find an advisor
Explore
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
Learn
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
Account
  • Login
  • Sign Up
  • Login
  • Sign Up
Connect
  • Contact
  • Become A Sponsor
  • Contact
  • Become A Sponsor
Help & Support
  • Help
  • Help
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map

© 2026 XPX Global LLC.          Privacy Policy         Norms & Principles          Site Map           Terms of Use

Paper-plane Linkedin Youtube

© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
Steven Fultonberg of Steven Fultonberg CPA/CVA, PLLC is a member of XPX Triangle
Steven Fultonberg
Steven Fultonberg CPA/CVA, PLLC
Mike Leannah of Business Value Strategies is a member of XPX Triangle
Mike Leannah
Business Value Strategies
Thomas Schaffer of Transitions Financial Strategies is a member of XPX Triangle
Thomas Schaffer
Transitions Financial Strategies
Neal Isaacs of VR Business Brokers is a member of XPX Triangle
Neal Isaacs
VR Business Brokers
CA
Chris Angel
Expense Reduction Analysts
Alicia Parr of Performentor LLC is a member of XPX Triangle
Alicia Parr
Performentor LLC
Laird Hepburn of Business-owner Strategies Group, LLC is a member of XPX Triangle
Laird Hepburn
Business-owner Strategies Group, LLC
Van Daughtry of Van Daughtry Consulting, LLC is a member of XPX Triangle
van Daughtry
Van Daughtry Consulting, LLC
Daniel Steyn of Sales Xceleration is a member of XPX Triangle
Daniel Steyn
Sales Xceleration
Carlton White of Visionary Business Brokerage, LLC is a member of XPX Triangle
Carlton White
Visionary Business Brokerage, LLC
Jason Schneider of Schneider Law Group PLLC is a member of XPX Triangle
Jason Schneider
Schneider Law Group PLLC
Clare Price of Octain is a member of XPX Triangle
Clare Price
Octain
Jeffrey Cochran of C12 Forums is a member of XPX Triangle
Jeffrey Cochran
Exclamation Communications! Inc
TB
Ted Bachman
Bachman & Associates
Jeff Stern of Eagle Business Solutions is a member of XPX Long Island
Jeff Stern
Eagle Business Solutions
Dave Thompson of SME Business Consultancy is a member of XPX Triangle
Dave Thompson
SME Business
Diego Muñoz of KW Commercial / ThisPropertyAvailable.com is a member of XPX Triangle
Diego Muñoz
KW Commercial / ThisPropertyAvailable.com
NE
Nigel Elkan
ActionCoach of the Triangle