XPX Triangle: Part Two of Five Steps to Achieve a Great Exit

Event Information

Part Two of Five Steps to Achieve a Great Exit

II. Overcoming the Execution Gap

Presented by Nigel Elkan et al.,

Owner, ActionCOACH of the Triangle

Time Agenda Item

4:00pm  Open networking and light refreshments

4:20pm  Chapter Business and Introductions

I.    Call to Order – President / Officer
II.   Welcome Members and Guests
III.  Precepts / Five Points
IV.  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

4:40pm Panel Discussion by Clare Price, Ted Bachman, and Daniel Steyn
5:15pm  Breakout sessions and group discussions
5:40pm  Wrap-up / conclude program
5:45 – 6:00 pm  Closing announcements, adjourn, and networking

Stage 2 is a business’s transition from a successful company making great profits within a tightly defined niche to a business that can achieve substantial expansion. Closing this gap requires organizational strength along with organic and inorganic (acquisition, roll-ups etc.) growth that benefit from the company’s “secret sauce.” This session will be a panel format addressing three key questions:

1. What creates Enterprise Value?
2. What is the buyer looking for in an acquisition?
3. What questions are buyers asking?

Participants will have the opportunity to participate in breakout sessions with the panelists.

Our Panel:

Clare Price – CEO – Octain Growth Systems

Clare is the President and CEO of Octain Growth Systems, the marketing operations company that helps you take control of your marketing through smart execution. Her new book, Smart Marketing Execution, defines the strategies, execution process and automated systems mid-market companies need to use to accelerate their profits, performance and productivity for a successful exit.

Daniel Steyn – Outsourced VP of Sales – Sales Xceleration – Carolinas

Daniel is a Sales VP with 25+ years of sales leadership experience in B2B markets across mature and emerging markets and in different industry segments. As a Fractional Sales VP with Sales Xceleration, he has over seventeen successful Fractional Sales VP engagements across multiple industries throughout the USA and Canada. Their mission is to break revenue records and, based on over 3000 client engagements, they are delivering an average 32% increase in sales revenue for their clients.

Ted Bachman – President – Bachman & Associates

Ted began his finance and accounting career working in “Big 8” and regional CPA firms after leaving active duty in the U.S. Army where he served as a combat pilot, test pilot, instrument instructor pilot, and air traffic controller.

He received an accounting degree with honors from the Pennsylvania State University Smeal Business School. In the corporate world, he served as Controller, Director of Finance, and CFO of a number of companies where he directed the finance, accounting, IT, purchasing, and HR departments. He was the CFO/Controller of the largest mushroom canning company in the US and was the number two person in a high-tech manufacturing company that was the second largest producer of touch screens.

Ted is the chairman of the Raleigh Financial Executives Networking Group (FENG) which boasts over 800 local senior finance and accounting professionals with over 20 years of experience. He is also a founder and current board member of the North Carolina Executive Roundtable (NCER.)

Ted understands the importance of teamwork and successfully completing the task at hand on time, even in high pressure situations. He demonstrates the same loyalty, honesty, courage, determination, and hard work for his clients that have been hallmarks of both his military and civilian careers.


XPX Triangle Members: $10.00
XPX Triangle Members Same Day/Walk-in Fee: $20.00

Other XPX Chapter Members: $15.00
Other XPX Chapter Members Same Day/Walk-in Fee: $25.00

Non-Members: $20.00
Non-Members Same Day/Walk-in Fee: $30.00

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, no substitutes.