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  • Exit Planning Exchange
Exit Planning Exchange
May
23

XPX Triangle: ROADMAP TO EXIT: Emotional and Psychological Aspects of Exiting (In-Person)

Details

Date & Time

Thu, May 23rd, 2024 ⋅ 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

31 people attended
Mike Leannah of Business Value Strategies is a member of XPX Triangle
Scott J Medeiros of Rosewood Family of Companies is a member of XPX Triangle
Michael Goddard of Fidelity Bank is a member of XPX Triangle
Daniel Conklin of Hunter Street Investment Advisors is a member of XPX Triangle
Van Daughtry of Van Daughtry Consulting, LLC is a member of XPX Triangle
+26

Recognizing and addressing the emotional challenges that business owners face during the exit planning process. Offering strategies for managing stress, adapting to change, and finding a new purpose after leading the business.

Our Speaker:


Traci Philips

Traci is an Executive Leadership & Performance Strategist and supports business owners to reach a higher degree of fulfillment, potential and purpose in their careers and lives. She excels at identifying what is holding clients back, many times in ways they are not aware. She is well practiced at helping clients improve their communications, resolution strategies, decision-making and personal planning to establish a sense of clarity, balance and unwavering confidence that is essential during times of change and when the stakes are high. Traci is a past Board member for Triangle XPX.

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

NEW MEMBER MAY!
MEMBERS CAN BRING A PROSPECTIVE MEMBER TO THIS MONTH'S XPX EVENT FOR FREE!

Process:  Member referral is required. Member (not guest) must email angie@exitplanningexchange.com to register their guest.

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.


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Mike Leannah of Business Value Strategies is a member of XPX Triangle
Mike Leannah
Business Value Strategies
Scott J Medeiros of Rosewood Family of Companies is a member of XPX Triangle
Scott J Medeiros
Rosewood Family of Companies
Michael Goddard of Fidelity Bank is a member of XPX Triangle
Michael Goddard
Fidelity Bank
Daniel Conklin of Hunter Street Investment Advisors is a member of XPX Triangle
Daniel Conklin
Hunter Street Investment Advisors
Van Daughtry of Van Daughtry Consulting, LLC is a member of XPX Triangle
van Daughtry
Van Daughtry Consulting, LLC
Laird Hepburn of Business-owner Strategies Group, LLC is a member of XPX Triangle
Laird Hepburn
Business-owner Strategies Group, LLC
Thomas Schaffer of Transitions Financial Strategies is a member of XPX Triangle
Thomas Schaffer
Transitions Financial Strategies
Neal Isaacs of VR Business Brokers is a member of XPX Triangle
Neal Isaacs
VR Business Brokers
TB
Ted Bachman
Bachman & Associates
Jed Hysong of CFO is a member of XPX Triangle
Jed Hysong
B2B CFO
Todd Bailey of EOS Worldwide; Simplifi Planning is a member of XPX Triangle
Todd Bailey
EOS Worldwide
JM
J Brian Morgan
TAELOS Financial Partners
Dan Wilson of Viking Mergers & Acquisitions is a member of XPX Triangle
Dan Wilson
Viking Mergers & Acquisitions
Don Emmett of Murphy Business Sales is a member of XPX Triangle
Don Emmett
Murphy Business Sales
Amy Hoke of The Fidelity Bank is a member of XPX Triangle
Amy Hoke
The Fidelity Bank
JW
Jeffrey Weegar
Weegar Consulting
AT
Arles Taylor
Jenkins, Taylor & Hunt, PA
BM
Beth Mullaney
Rankin McKenzie
CA
Chris Angel
ERA Group
Erin Spencer of EdgeBrook Lane Consulting is a member of XPX Triangle
Erin Spencer
EdgeBrook Lane Consulting
JG
John Griffin
Rankin McKenzie
Diego Muñoz of KW Commercial / ThisPropertyAvailable.com is a member of XPX Triangle
Diego Muñoz
KW Commercial / ThisPropertyAvailable.com
GM
Geoff Miller
GreenLinks Consulting, LLC
Craig Poms of TowneBank is a member of XPX Triangle
Craig Poms
TowneBank
Traci Philips of The Innate Coach is a member of XPX Triangle
Traci Philips
The Innate Coach
DB
David Berko
Cedar Crest Capital
DC
Dustin Cotcamp
Cedar Crest Capital
KA
Kris Alban
TA
Tonya Armstrong
Ben Frear of Mainmast Capital is a member of XPX Triangle
Ben Frear
Mainmast Capital
AG
Adam Goldblatt
Adam Goldblatt PS