XPX Triangle: ROADMAP TO EXIT: Exit Strategies and Options (In-Person)

Discuss different exit strategies, such as selling to a third party, passing the business to a family member, pursuing a management buyout (MBO), or Employee Stock Option Program (ESOP). Exploring the pros and cons of each exit option and how they align with the owner’s goals and priorities.

Our Speaker:

Dan Wilson
Managing Partner
Viking Mergers & Acquisitions

Dan Wilson joins Viking with a robust background in entrepreneurship and IT service and support. He previously founded Waypoint Solutions Group (rebranded and merged as Complete Network in 2017), a managed IT services provider in North Carolina. Dan’s company garnered multiple accolades, including five INC 5000 awards, eight MSP501 awards, and three Charlotte Business Journal Fast 50 awards for being one of the fastest-growing companies in the Charlotte, NC area. Dan has 16 years of entrepreneurship experience and is well-versed in facilitating mergers and acquisitions. His mission is to aid entrepreneurs in planning their exit strategies, drawing from hands-on experience.

REGISTRATION FEES:

XPX Triangle Members  - $0.00
XPX Triangle Members Same Day/Walk-in Fee  - $20.00

Other XPX Chapter Members Regular Fee - $25.00
Other XPX Chapter 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.