XPX Triangle: Preparing Your Business For Sale (In-Person)

Description- Hear from business owners that have exited a business and others with areas of expertise in Finance, HR and Operations about key steps necessary to optimizing the sale of your business. This lunch and learn session will discuss guidance on improving the business’s marketability and attractiveness to potential buyers. Also insights into financial reporting and documentation, operational efficiency, and customer diversification.

Panelists:

Chris Angel
National Practice Partner
Expense Reduction Analysts

Chris Angel is a National Practice Partner with Expense Reduction Analysts, the largest global Cost Consultancy with over 800 Consultants in 50 countries. Based in Raleigh with more than 30 years of experience in the software industry and entrepreneurial start-ups.

Chris has held roles within sales, partnerships, and channel alliances for some of the world’s largest software and distribution firms. He successfully developed, operated, and exited a multi-million-dollar start-up business. In those roles, he developed the concept, created the business plan, raised several million dollars of capital, oversaw project development, and served as lead for sales, marketing, and finance roles.

Jed Hysong
Partner
B2B CFO

After starting his nearly 30-year career with Big 4 firm Deloitte & Touche, Jed has served in various financial roles in companies from start-up to multi-national multi-billion-dollar companies. He has helped improve such companies as Credit Suisse, Red Hat, and Jaggaer as well as several smaller privately held companies.

Jed is a Certified Public Accountant (CPA) in the state of North Carolina, a Chartered Global Management Accountant (GGMA), and a Certified B2B EXIT® Advisor. He obtained a Bachelor of Science in Business Management and a Master of Accounting degree, both from North Carolina State University.

Alicia Parr
Founder & CEO
Performentor

Alicia Parr is the CEO and Founder of Performentor, where she's built an entrepreneur-friendly and behavior-science-informed approach to fractional human resources. Alicia has 20 years of HR experience in small businesses spanning multiple industries. Her expertise is co-authoring learning cultures, amplifying innovative environments, and building high-performing teams of HR experts and trusted advisors for growing organizations. She frequently serves executives as an executive coach and is also a Vistage Chair. Alicia's expertise is in unleashing the capabilities of leaders and organizational teams through principle-based people practices.

Scott Medeiros
Chief Execution Officer (CXO)
Rosewood Family of Companies

Scott J. Medeiros is a multi-talented business professional and former Marine Corps aviator. He has held senior strategy, operations, and sales enablement roles at Fortune 50 enterprises, medium businesses, and small companies, including Verizon, Hewlett-Packard Enterprise, and Hilton Worldwide. While experienced in several functional areas and having garnered over sixteen professional certifications, his passion is ridding companies of operational dysfunction.

Scott is presently the Chief Execution Officer (CXO) of the Raleigh-based Rosewood Family of Companies and President of the conglomerate’s consulting and coaching company, Helmwise.

Speakers as business owners who have exited their business:

Seth Patin
CEO & Founder
LogistiVIEW

Seth Patin is the CEO of LogistiVIEW, a cutting-edge warehouse technology, and previously the CEO of Accelogix, a logistics technology implementation firm that he sold to Spinnaker SCA in early 2023. Logistics is a hot area that’s grown tremendously as the retail environment moves from brick-and-mortar to online. Trends driving this growth are rising transportation costs, decentralized distribution centers, and competitive tightening of margins. Over the past 2 years, Accelogix went through a rollercoaster ride of massive difficulties during the pandemic, and then turned the business around for a successful exit. Learn more about Seth’s journey in the panel.

Sarah Jansen
Director of Partnerships
Cultivate Advisors

Sarah Jansen is a 2x entrepreneur who successfully exited her most recent business in 2022. She has been an advocate for others through her work in the healthcare industry. As the Director of Partnerships for Cultivate Advisors, she can empower small business owners, entrepreneurs, and business leaders to grow and thrive. Her strengths are sales strategies, B2B partnerships, market validation, KPIs, and business development strategies. Her last company grew 5X in 3 years. She currently resides in Raleigh where she enjoys volunteering for various accelerators and incubators such as The Wright Village, RevTech Labs, and NC State University's Entrepreneurship Clinic.

REGISTRATION FEES:

XPX Triangle Members  - $0.00 Registration is required for headcount purposes. 
XPX Triangle Members  - Same Day/Walk-In Fee  - $20.00

Other XPX Chapter Members - $25.00
Other XPX Members  - Same Day/Walk-In Fee - $35.00

Non-Members Regular Fee  - $30.00
Non-Members Regular Fee Same Day/Walk-In Fee  - $40.00

Food and beverages are included.

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/not transferable.