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  • Exit Planning Exchange
Exit Planning Exchange
Mar
28

XPX Triangle: ROADMAP TO EXIT: Succession Planning in a Family Business (In-Person)

Details

Date & Time

Thu, Mar 28th, 2024 â‹… 11:30am - 1:30pm (EDT)

Location

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

Tickets

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

Registrants

24 people attended
Laird Hepburn of Business-owner Strategies Group, LLC is a member of XPX Triangle
Jed Hysong of CFO is a member of XPX Triangle
Blake Cranor of Live Oak Bank is a member of XPX Triangle
CA
Neal Isaacs of VR Business Brokers is a member of XPX Triangle
+19


Guiding Business Owners through identifying and grooming potential successors within a family-owned business. Addressing challenges and considerations associated with family succession, including family dynamics, fairness and communications.

Our Speaker:


Henry Hutcheson
President
Family Business USA

Henry Hutcheson comes from two family businesses, was an executive at IBM, studied psychology, and an MBA from Columbia. He is a Certified Management Consultant and Certified Family Business Advisor, has written for multiple periodicals, and authored The Dirty Little Secrets of Family Business. Most importantly, Henry has helped hundreds of family businesses achieve family harmony and business success.


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.  The sale is final after the 72 hour deadline. We are unable to issue a credit towards another meeting. This registration is not transferable to another individual - no substitutes please.


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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
Jed Hysong of CFO is a member of XPX Triangle
Jed Hysong
B2B CFO
Blake Cranor of Live Oak Bank is a member of XPX Triangle
Blake Cranor
Live Oak Bank
CA
Chris Angel
Expense Reduction Analysts
Neal Isaacs of VR Business Brokers is a member of XPX Triangle
Neal Isaacs
VR Business Brokers
JC
Justin Clayton
Edward Jones
BY
Brian York
VR Business Brokers
TB
Ted Bachman
Bachman & Associates
Scott J Medeiros of Rosewood Family of Companies is a member of XPX Triangle
Scott J Medeiros
Rosewood Family of Companies
Mike Leannah of Business Value Strategies is a member of XPX Triangle
Mike Leannah
Business Value Strategies
Thomas Schaffer of Transitions Financial Strategies is a member of XPX Triangle
Thomas Schaffer
Transitions Financial Strategies
Joe Kozubowski of EOS Worldwide is a member of XPX Triangle
Joe Kozubowski
EOS Worldwide
Will Spokes of Work Wonder is a member of XPX Triangle
Will Spokes
Work Wonder
Mark England of Franchise Directions is a member of XPX Triangle
Mark England
Franchise Directions
Alicia Parr of Performentor LLC is a member of XPX Triangle
Alicia Parr
Performentor LLC
Dominic Totman of Cranfill Sumner LLP is a member of XPX Triangle
Dominic Totman
Cranfill Sumner LLP
JM
J Brian Morgan
TAELOS Financial Partners
Don Emmett of Murphy Business Sales is a member of XPX Triangle
Don Emmett
Murphy Business Sales
Todd Bailey of EOS Worldwide; Simplifi Planning is a member of XPX Triangle
Todd Bailey
EOS Worldwide
AT
Arles Taylor
Jenkins, Taylor, & Hunt, PA
MS
Matt Stevens
The Alternative Board
NE
Nigel Elkan
ActionCoach of the Triangle
TL
Tim Lappin
UBS
Jane Sommers-Kelly of JSK Leadership is a member of XPX Triangle
Jane Sommers-Kelly
LX CEO Peer Group