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  • Exit Planning Exchange
Exit Planning Exchange
Feb
23

XPX Triangle: Part Three of Five Steps to Achieve a Great Exit (LIVE)

Details

Date & Time

Thu, Feb 23rd, 2023 ⋅ 11:30am - 1:30pm (EDT)

Location

Milton’s 8852 Six Forks Road, Raleigh, NC 27615

Tickets

Non-Members Regular Fee
$25.00
Non-Members Regular Fee Same Day/Walk-In Fee
$35.00
Other XPX Chapter Members Regular Fee
$30.00
Other XPX Chapter Members Same Day/Walk-In Fee
$40.00
XPX Triangle Members
$0.00
XPX Triangle Members Same Day/Walk-in Fee
$20.00
Guests

Registrants

15 people attended
Laird Hepburn of Business-owner Strategies Group, LLC is a member of XPX Triangle
Mike Leannah of Business Value Strategies is a member of XPX Triangle
NE
David Cohn of Epikus Business Consulting is a member of XPX Triangle
Van Daughtry of Van Daughtry Consulting, LLC is a member of XPX Triangle
+10


Chapter Meeting February 23, 2022 11:30AM to 1:30 PM
Milton's 8852 Six Forks Road, Raleigh, NC 27615

Part Three of Five Steps to Achieve a Great Exit

Preparing for Acquisition - A Case Study

Presented by Mike Leannah et al.,
Principal, Business Value Strategies


Time Agenda Item

11:30 am - Open networking and buffet lunch
12:00 pm - Welcome, intros and sponsor spotlight - President
12:05 pm - Case study backgrounder - Mike Leannah
12:30 pm - Breakout sessions and group discussions
  1:00 pm - Report out and conclude program
  1:15 pm - Chapter business
  1:30 pm - Adjourn


Stage Three is all about getting a business ready for sale. What are the owners’ goals? What kind of transaction would work toward those goals? What would be contrary to them? How do these goal-based decisions affect the type and degree of preparation required?

Our discussion will center on a multi-million dollar revenue machine shop. Participants will break out into groups to tackle questions posed by the facilitator.

REGISTRATION FEES:

XPX Triangle Members: FREE if you register by 2/23.
XPX Triangle Members Same Day/Walk-in Fee: $20.00

Other XPX Chapter Members: $20.00
Other XPX Chapter Members Same Day/Walk-in Fee: $30.00

Non-Members: $25.00
Non-Members Same Day/Walk-in Fee: $35.00

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  If you miss the deadline, the sale is final. We are unable to issue a credit towards another meeting or individual, no substitutes.


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Laird Hepburn of Business-owner Strategies Group, LLC is a member of XPX Triangle
Laird Hepburn
Business-owner Strategies Group, LLC
Mike Leannah of Business Value Strategies is a member of XPX Triangle
Mike Leannah
Business Value Strategies
NE
Nigel Elkan
ActionCoach of the Triangle
David Cohn of Epikus Business Consulting is a member of XPX Triangle
David Cohn
Epikus Business Consulting
Van Daughtry of Van Daughtry Consulting, LLC is a member of XPX Triangle
van Daughtry
Van Daughtry Consulting, LLC
Craig Poms of TowneBank is a member of XPX Triangle
Craig Poms
TowneBank
Diego Muñoz of KW Commercial / ThisPropertyAvailable.com is a member of XPX Triangle
Diego Muñoz
KW Commercial / ThisPropertyAvailable.com
Jed Hysong of CFO is a member of XPX Triangle
Jed Hysong
B2B CFO
AG
Adam Goldblatt
Michael Best & Friedrich
Dave Thompson of SME Business Consultancy is a member of XPX Triangle
Dave Thompson
SME Business
Thomas Schaffer of Transitions Financial Strategies is a member of XPX Triangle
Thomas Schaffer
Transitions Financial Strategies
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.
Jeffrey Cochran of C12 Forums is a member of XPX Triangle
Jeffrey Cochran
C12 Forums
Michelle Campbell of Time Value Accounting & Business Services LLC is a member of XPX Triangle
Michelle Campbell
Time Value Accounting & Business Services LLC