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    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Oct
10

XPX Atlanta - Risk-Colored Glasses

Details

Date & Time

Tue, Oct 10th, 2023 ⋅ 11:00am - 1:00pm (EST)

Location

The Buckhead Club - 3344 Peachtree Road NE, Suite 2600, Atlanta, GA 30326

Tickets

Atlanta Members
$30.00
Atlanta Sponsor
$0.00
Drawing winner
$0.00
Non-Member
$45.00
Other Chapter XPX Member
$35.00
Sponsor Guest
$0.00
Guests

Registrants

48 people attended
Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta
Steve Morse of SeatonHIll Partners is a member of XPX
David Shavzin of The Value Track is a member of XPX Atlanta
Eric Togneri of Neri Capital Partners is a member of XPX Atlanta
Joe Mraz of Raymond James is a member of XPX Atlanta
+43

How to see a business through the risk-averse eyes of a buyer, and make it look a lot better

Key Topics We’ll Cover:

  • Recognizing the key risks that buyers evaluate
  • Developing an Exit-Focused Risk Management Plan

Why Join Us?

  • Get insights into what is really happening on the ground and what the experts are preparing for in advising clients.
  • Meet and truly engage with a broad range of professionals.
  • Identify resources and pathways to help your clients.
  • Enjoy a half hour of open networking (11:00 AM – 11:30 AM)
  • Gain an appreciation of the power of the XPX Advisor Principles!

Moderator:


Michael Rosenthal

Partner
Taylor English Duma LLP

Michael Rosenthal is a partner in Taylor English’s Corporate Department. He focuses his practice on franchising, distribution, business succession planning, and emerging companies. With Mr. Rosenthal’s years of experience representing franchise and service industry clients in day-to-day business counseling, he helps his clients avoid regulatory issues by guiding them through the planning stages of their business. Mr. Rosenthal represents both franchisors and franchisees in all aspects of their business, including Franchise Disclosure Document preparation and review, state registrations, and day-to-day counseling, from start-up to exit.


Our Speakers:


Trenelle Lyiscott

Director of Business Development
Cytellix Corporation

Welcome to Trenelle’s neighborhood. For 16 years, she has lived at the intersection of humanity & business excellence navigating the vast land of technology. She has spent the last 8 years with Cytellix Corporation, a woman-owned cybersecurity software and managed service company. Earning her MBA from Chapman University, she has found her knack for interacting with companies of all sizes to discuss their cyber concerns, company security initiatives, mandates and roll-out plans. She drives partnerships in the USA for market verticals such as IT Consultants, Business Consultants, Manufacturing, Education, Government Suppliers, Higher Education, Financial Service sectors, and Small/Medium Enterprises seeking to improve their cyber posture.



Steven Lustig

CEO and Founder
Lustig Global Consulting

Steven is the founder and CEO of Lustig Global Consulting, helping companies improve profitability by developing effective supply chain and manufacturing strategies, and creating robust risk management programs. Steven has conducted due diligence and integration efforts on 7 acquisitions, implemented sustainability programs, and created disaster recovery procedures.

He serves on the Board of Directors of Loh Medical and its Risk Assessment Committee and serves on the Board of Directors of angel investing group, Atlanta Technology Angels and non-profit Nepalese Children’s Education Fund. He was awarded a Certificate in Private Company Governance from the Private Directors Association, Six Sigma Green Belt certification, and a Project Management Professional designation.



Mike Blake

Founder
High Score Strategies

Mike Blake is the founder of High Score Strategies, Inc., which he uses as a platform to optimize results for software, biotech, and service businesses facing multimillion-dollar strategic challenges and opportunities – the kind of decisions that often mean betting the company on the outcome and would be nearly impossible to reverse. Mike helps produce these results for over $100 million worth of transactions annually by applying his venture capital and investment banking experience, using a disciplined approach to analyzing risk, and leveraging his curiosity to seek approaches to problem-solving that improve upon the status quo.


AGENDA:

11:00 AM – 11:30 AM EDT Check-in registration/mingling
11:30 AM – 1:00 PM EDT Event Program

Registration Fees:  

Atlanta Members – $30.00
XPX Members from other Chapters – $35.00
Non-Members – $45.00

Guests may self-park or valet, either way it is included in the fee.

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.
  

Other upcoming events, click on the link below for information and to sign up.

  • https://www.exitplanningexchange.com/atlanta/events/

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta
Maria Forbes
FIREPOWER Business Catalyst, LLC.
Steve Morse of SeatonHIll Partners is a member of XPX
Steve Morse
SeatonHIll Partners
David Shavzin of The Value Track is a member of XPX Atlanta
David Shavzin
The Value Track
Eric Togneri of Neri Capital Partners is a member of XPX Atlanta
Eric Togneri
Neri Capital Partners
Joe Mraz of Raymond James is a member of XPX Atlanta
Joe Mraz
Raymond James
Michael Rosenthal of Taylor English Duma is a member of XPX Atlanta
Michael Rosenthal
Taylor English Duma
Will Lee of Applied Economics is a member of XPX Atlanta
Will Lee
Applied Economics
Mark Parker of BIP Wealth is a member of XPX Atlanta
Mark Parker
BIP Wealth
Steven Lustig of Lustig Global Consulting is a member of XPX Atlanta
Steven Lustig
Lustig Global Consulting
Rob Swartwood of consilium is a member of XPX Atlanta
Rob Swartwood
consilium
David Wright of Consilium is a member of XPX Atlanta
David Wright
consilium
Lyle Newkirk of SeatonHill Partners is a member of XPX Atlanta
Lyle Newkirk
SeatonHill Partners
BB
Becca Bonacchi
Insperity
PW
Paris Williams
Next Level Financial
Angela Rehkop of Financial Care Providers is a member of XPX Atlanta
Angela Rehkop
Financial Care Providers
JP
John Phillips
Walden Businesses, Inc.
LW
Lewis Walker
Life Transitions Advisors, LLC
Sara Burden of Walden Businesses, Inc. is a member of XPX Atlanta
Sara Burden
Walden Businesses, Inc.
MP
Mitch Poole
SeatonHill Partners
Jane Gentry of JaneGentry & Company is a member of XPX Atlanta
Jane Gentry
JaneGentry & Company
LV
Leah Veloce
Outsourced Accounting Solutions
Trenelle Lyiscott of Cytellix Corporation is a member of XPX
Trenelle Lyiscott
Cytellix Corporation
MB
Mike Blake
High Score Strategies
JG
Jeane Gutierrez
Action Plan Sales LLC
SD
Suzanne Durbin
Level Four Business Solutions
Alok Gupta of Loki Group, Inc. is a member of XPX Atlanta
Alok Gupta
Loki Group, Inc.
Anthony Chen of Lighthouse Financial Network, LLC is a member of XPX Atlanta
Anthony Chen
Lighthouse Financial Network, LLC
Daniel Miller of Bernstein Private Wealth Management is a member of XPX Atlanta
Daniel Miller
Bernstein Private Wealth Management
Kevin Sledge of Synovus is a member of XPX Atlanta
Kevin Sledge
Synovus
Scott Ward of Corporate Real Estate Advisors, ITRA Global is a member of XPX Atlanta
Scott Ward
Corporate Real Estate Advisors, ITRA Global
Robert Douglass of Corbet Capital Advisors is a member of XPX Atlanta
Robert Douglass
Corbet Capital Advisors
Tom Fulton of Neri Capital Partners is a member of XPX Atlanta
Tom Fulton
Neri Capital Partners
VB
Valerie Barton
Barton Law Firm, LLC
MM
Marla Malkin
Malkin Marketing LLC
Alan Kemper of LEAD Advisors is a member of XPX Atlanta
Alan Kemper
LEAD Advisors
GM
Gina Miller
Bennett Thrasher
Ben Nicholson of Fortis Business Advisors is a member of XPX Atlanta
Ben Nicholson
Fortis Business Advisors
Ronald Jones of Ameriprise Financial LLC is a member of XPX Atlanta
Ronald Jones
Ameriprise Financial LLC
JS
Jesse Speltz
Cabretta Capital
Matt Losanno of Cinder Wealth Advisors is a member of XPX Atlanta
Matt Losanno
North GA Business Coach
Bob Tankesley of Neri Capital Partners is a member of XPX Atlanta
Bob Tankesley
Neri Capital Partners
GB
George Bergmark
GT Solutions International LLC
ER
Elizabeth Richardson
consilium
MB
Michael Brocker
BIP Wealth
JW
Jennifer Wright
Execuwright
Karen Powell of ASC is a member of XPX Atlanta
Karen Powell
ASC
RR
Robert Rosner
Robert M Rosner,LLC
SG
Srdjan Gavrilovic
First Citizens Bank