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  • Exit Planning Exchange
Exit Planning Exchange
Jun
06

XPX Triangle: ROADMAP TO EXIT: Generational Exits - Boomers, Gen X versus Millennials (In-Person)

Details

Date & Time

Thu, Jun 6th, 2024 â‹… 10:30am - 2:30pm (EDT)

Location

Preston Country Club-300 Prestonwood Parkway, Cary, NC 27513

Tickets

Members At the door
$80.00
Members Early Bird (through 4/30/24)
$45.00
Members Pre-Order (5/1/24 - 6/5/24)
$60.00
Non-Members At the door
$100.00
Non-Members Early Bird (through 4/30/24)
$65.00
Non-Members Pre-Order (5/1/24 - 6/5/24)
$80.00
Guests

Registrants

119 people attended
Scott J Medeiros of Rosewood Family of Companies is a member of XPX Triangle
Alicia Parr of Performentor LLC is a member of XPX Triangle
Blake Cranor of Live Oak Bank is a member of XPX Triangle
CA
JM
+114




Exploring the differences in how Boomers, Gen X and Millennials build and exit their businesses. Does each generation have a different approach and what does that mean to exit planning and its future.

Outline

10:30-11:30 - Presentation
11:30 - noon - Small group breakout
Noon - 12:45 - Lunch
12:45 - 2:00 - Interactive workshop


Sponsorship Opportunities:

Speaker $2,500 - Includes a 3 minute introduction, 4 tickets plus more
Gold Level $1,500 - Includes  3 tickets plus more
Booklet $725 - 1 attendee plus more
Full Table $750 - 10 tickets
Half Table $425- 5 tickets

Click here for further information.


Single Ticket Registration Fees:

XPX Triangle Members:
Early Bird $45 (ends April 30th)
Pre-Order $60 (May 1- June 6th)
At Door $80

Non-Members:
Early Bird Special: $65 (ends April 30th)
Pre-Order: $80 (May 1- June 6th)
At the door: $100

Price Includes complimentary lunch


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Scott J Medeiros of Rosewood Family of Companies is a member of XPX Triangle
Scott J Medeiros
Rosewood Family of Companies
Alicia Parr of Performentor LLC is a member of XPX Triangle
Alicia Parr
Performentor LLC
MH
Mollie Hodl
Performentor LLC
JN
Jim Needell
Performentor LLC
Blake Cranor of Live Oak Bank is a member of XPX Triangle
Blake Cranor
Live Oak Bank
CA
Chris Angel
Expense Reduction Analysts
JM
Janet McGillicuddy
EdgeBrook Lane Consulting
Dan Wilson of Viking Mergers & Acquisitions is a member of XPX Triangle
Dan Wilson
Viking Mergers & Acquisitions
Van Daughtry of Van Daughtry Consulting, LLC is a member of XPX Triangle
van Daughtry
Van Daughtry Consulting, LLC
EM
Elizabeth Murphy
Athena Assessment
AF
Amanda Fastzkie
United Community Bank
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Chuck Cooper
WhiteWater Consulting LLC
Neal Isaacs of VR Business Brokers is a member of XPX Triangle
Neal Isaacs
VR Business Brokers
Diego Muñoz of KW Commercial / ThisPropertyAvailable.com is a member of XPX Triangle
Diego Muñoz
KW Commercial / ThisPropertyAvailable.com
DR
David Roscoe
Acclaim HR Consulting
Traci Philips of The Innate Coach is a member of XPX Triangle
Traci Philips
The Innate Coach
Jed Hysong of CFO is a member of XPX Triangle
Jed Hysong
Hyland Finance & Operations
MT
Megan Trapp
J.P. Morgan & Chase
JH
Josh Hager
Industrial Automation Co
Laird Hepburn of Business-owner Strategies Group, LLC is a member of XPX Triangle
Laird Hepburn
Business-owner Strategies Group, LLC
TT
Tbd Tbd
TBD
Michelle Campbell of Time Value Accounting & Business Services LLC is a member of XPX Triangle
Michelle Campbell
Time Value Accounting & Business Services LLC
KB
Kristie Brose
Brose Executive Services
Don Emmett of Murphy Business Sales is a member of XPX Triangle
Don Emmett
Murphy Business Sales
Will Spokes of Work Wonder is a member of XPX Triangle
Will Spokes
Work Wonder
Steve Doyscher of B2B Growth & Coach is a member of XPX Triangle
Steve Doyscher
B2B Growth & Coach
CA
Cynthia Abbott
AGMA Global
BR
Bob Reuss
Self employed
DB
Davis Bolster
DoubleJack Growth Partners
JK
Josh Kite
DoubleJack Growth Partners
Dominic Totman of Cranfill Sumner LLP is a member of XPX Triangle
Dominic Totman
Cranfill Sumner LLP
Mark England of Franchise Directions is a member of XPX Triangle
Mark England
Franchise Directions
DC
Dustin Cotcamp
Cotcamp Capital
RW
Rich Walters
Dogwood State Bank
Daniel Conklin of Hunter Street Investment Advisors is a member of XPX Triangle
Daniel Conklin
Hunter Street Investment Advisors
SC
Susan Cassano
SMC Accounting and Tax
Thomas Schaffer of Transitions Financial Strategies is a member of XPX Triangle
Thomas Schaffer
Transitions Financial Strategies
PD
Pantea Dougani
Excel Body Fitness
JT
John Thrush
Brightleaf Consulting Group
MH
Mike Huska
Vistra Business Solutions
Jeffrey Cochran of C12 Forums is a member of XPX Triangle
Jeffrey Cochran
C12 Forums
NE
Nigel Elkan
ActionCoach of the Triangle
FL
Fred Lilley III
Business Lab
AC
Anastasia Council
Edward Jones Investments
Michael Goddard of Fidelity Bank is a member of XPX Triangle
Michael Goddard
Fidelity Bank
KH
Katelyn Hokenberg
Loparex
KS
Katie Swarthout
Loparex
JM
J. Brian Morgan
TAELOS Financial Partners
TD
Tyler Dean
Edward Jones
SB
Scott Brammer
Rabon and Dailey
AT
Arles Taylor
Jenkins, Taylor & Hunt, PA
DB
Dwight Barnes
Cary Family Eye Care
CG
Cassandra Gore
Cary Family Eye Care
JC
Justin Clayton
Edward Jones
ER
Erika Rosenthal
Chief Outsiders
CE
Charles Evans
Dogwood State Bank
MO
Michelle Owens
AppleOne Employment Services
DL
Denise Lahr-Akins
New York Life Insurance
JL
Joe Lidowski
Harris Beverages
BB
Buddy Borer
Harris Beverages
ES
Elizabeth Skibbe
Acorn Accounting
BJ
Brian Jodice
PICK UP THE SIX Productions
SF
Sandra Finerghty
Supporting Strategies
KB
Kyle Breischaft
Unite Advisors, LLC
Mike Leannah of Business Value Strategies is a member of XPX Triangle
Mike Leannah
Business Value Strategies
BS
Bryan Smith
The Board of Advisors
JS
Jennifer Smith
Board of Advisors
JS
Jennifer Serino
My Hot Lunchbox
JJ
Jesse Jones
Four Score Law
PW
Patrick Williford
Carolina Financial Advisors
CW
Chris Wilson
Brown Advisory Group
GS
Greg Singleton
DJ
Dr. Katherine Jeffrey
Joe Kozubowski of EOS Worldwide is a member of XPX Triangle
Joe Kozubowski
EOS Worldwide
Craig Poms of TowneBank is a member of XPX Triangle
Craig Poms
TowneBank
Scott J Medeiros of Rosewood Family of Companies is a member of XPX Triangle
Scott J Medeiros
Rosewood Family of Companies
MJ
Matt Junior
Skyhawks Sports Academy
CF
Crystal Fish
Benchmark Auto Sales
JM
Jennifer Murray
Onboard Solutions
JC
Jason Comparetto
Jason Cases
DH
Derek Hazelwood
Hazelwood Insurance
NH
Nina Hazelwood
Raleigh Cleaning Company
AB
Abby Bittler
Optima Educational College Planning and Coaching
NO
Nate Oltmans
Cornerstone Wealth Management
JS
John Sweeney
Fidelity Bank
BJ
Brian Jue
Stony Hill Advisors, Inc
NS
Nikin Shah
Front Porch Ventures
JH
Jeannie Hulmes
First National Bank
BF
Brian Fleming
Fort Capital Resources
KS
Kristin Sutton
TowneBank
JM
Jeff Marshall
TowneBank
RN
Richard Newton
National Christian Foundation-Carolinas
SM
Shim Moik
JP Morgan Chase
BD
Bryan Dearolf
Abundant Life Financial
MR
Meredith Rose
Rosewood Family of Companies
CR
Chandler Rose
Helmwise
SK
Stacey King
Rosewood Family of Companies
GU
Gary Ushino
Applebox Media
TS
Taylor Spies
Helmwise
CK
Charles Kane
Redeeming Development Group
CM
Christopher McAloon
Insperity
BB
Bryant Borges
Veteran Service Alliance
GM
Geoff Miller
GreenLinks Consulting, LLC
WC
Wesley Currin
Self
Sarah Jansen of Cultivate Advisors is a member of XPX Triangle
Sarah Jansen
Lavia Partners
KG
Kuntal Gandhi
The Hub
EG
Esha Gandhi
SP
Stuart Powell
Carolina Stone Products
UH
Uriah Hazelwood
KS
Keval Shah
Zambezi Ventures LLC
TM
Tricia McNeill
Troutman Pepper
WB
Will Breeyear
Lamkin Road
Nick Sullivan of Sullivan Business Solutions is a member of XPX Triangle
Nick Sullivan
Sullivan Business Solutions
SM
Steve Ma
SeatonHill Partners, LP
BB
Blake Benevento
YS
Youssef Saleh
Neomonde Baking co.
Craig Danforth of Regions Bank - Private Wealth Management is a member of XPX Charlotte
Craig Danforth
Bernstein Private Wealth Management