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  • Exit Planning Exchange
Exit Planning Exchange
Oct
26

XPX Triangle: ROADMAP TO EXIT: Intellectual Property Audit - How it impacts valuation (Virtual)

Details

Date & Time

Thu, Oct 26th, 2023 ⋅ 7:30am - 9:00am (EDT)

Location

ZOOM

Tickets

Non-Members
$0.00
XPX Triangle Members
$0.00
Guests

Registrants

30 people attended
Thomas Schaffer of Transitions Financial Strategies is a member of XPX Triangle
Mark England of Franchise Directions is a member of XPX Triangle
JS
Van Daughtry of Van Daughtry Consulting, LLC is a member of XPX Triangle
Dan Wilson of Viking Mergers & Acquisitions is a member of XPX Triangle
+25

How intellectual property (IP) can impact your company’s valuation and how to protect all your IP to ensure it creates value for your business.


Our Speakers:


Arles Taylor 

Jenkins, Taylor, & Hunt

Arles Taylor leads the Biotechnology and Chemistry Practice Group at Jenkins, 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.



Adam Goldblatt
SinnovaTek, Inc.

Adam represents start-up, venture-backed, and public companies in a variety of corporate and transactional roles, including:

  • Leads counsel for SinnovaTek, Inc. in corporate matters, financings, and secondary offerings
  • Co-led sale of The Climate Service to S&P Global
  • Provided a path for Custodia Bank, Inc. to receive regulatory approval to offer specific services in various jurisdictions around the United States
  • Led counsel to Bonobos from formation through ~ $75M in financing

Adam achieves excellent results for clients by providing practical, business-oriented advice, market knowledge, and strategic thinking while fostering a relationship between the parties that leads to long-term healthy commercial relationships.


Registration Fees:

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

Connection details sent prior to the event.

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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.
Thomas Schaffer of Transitions Financial Strategies is a member of XPX Triangle
Thomas Schaffer
Transitions Financial Strategies
Mark England of Franchise Directions is a member of XPX Triangle
Mark England
Franchise Directions
JS
Jerry Sledge
Supporting Strategies - Raleigh
Van Daughtry of Van Daughtry Consulting, LLC is a member of XPX Triangle
van Daughtry
Van Daughtry Consulting, LLC
Dan Wilson of Viking Mergers & Acquisitions is a member of XPX Triangle
Dan Wilson
Viking Mergers & Acquisitions
SF
Sherri Ferguson
Transworld Business Advisors
Don Emmett of Murphy Business Sales is a member of XPX Triangle
Don Emmett
Murphy Business Sales
Joe Kozubowski of EOS Worldwide is a member of XPX Triangle
Joe Kozubowski
EOS Worldwide
Jed Hysong of CFO is a member of XPX Triangle
Jed Hysong
B2B CFO
JK
Jeremy Kuhlen
The Colony Group
Sarah Jansen of Cultivate Advisors is a member of XPX Triangle
Sarah Jansen
Cultivate Advisors
CA
Chris Angel
Expense Reduction Analysts
Mike Leannah of Business Value Strategies is a member of XPX Triangle
Mike Leannah
Business Value Strategies
Neal Isaacs of VR Business Brokers is a member of XPX Triangle
Neal Isaacs
VR Business Brokers
Dave Thompson of SME Business Consultancy is a member of XPX Triangle
Dave Thompson
SME Business Consultancy
Scott J Medeiros of Rosewood Family of Companies is a member of XPX Triangle
Scott J Medeiros
Rosewood Family of Companies
PE
Paul Echausse
Axion Alpha Advisors, LLC
JW
Jeff Williams
Aloft Capital Advisors
DP
David Pope
Alpine Management, LLC
Craig Danforth of Regions Bank - Private Wealth Management is a member of XPX Charlotte
Craig Danforth
Bernstein Private Wealth Management
BW
Blaine Watts
Sales Visionary Advisors
JS
Jane Sommers-Kelly
LX Council CEO Peer Group
JC
Justin Clayton
Edward Jones
JJ
Jacqueline Joy
Selling from the Heart
BM
Brian Morgan
TÆLOS Financial Partners
AT
Arles Taylor
Jenkins, Taylor, & Hunt, PA
Jeffrey Cochran of C12 Forums is a member of XPX Triangle
Jeffrey Cochran
C12 Forums
AG
Adam Goldblatt
Michael Best & Friedrich