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  • Exit Planning Exchange
Exit Planning Exchange
Sep
02

XPX Northern California: Transition Preparation and Planning Roundtables

Details

Date & Time

Tue, Sep 2nd, 2025 ⋅ 4:30pm - 7:00pm (PDT)

Location

Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104

Tickets

Non-Members
$0.00
Northern California Members
$0.00
XPX Chapter Network Members
$0.00
Guests

Registrants

31 people attended
Adrian Bray of Stellar Business Consulting Inc. is a member of XPX Northern California
Tyler Cella of J.P. Morgan is a member of XPX Northern California
DO
KT
Kelly Ackel Crug of Andersen is a member of XPX Northern California
+26

Join us for interactive cross-disciplinary table discussions about what owners should and shouldn’t to successfully prepare for their exit and transition.

Our Speaker:


Adrian Bray

Founder
Stellar

Adrian has built and sold businesses and has undertaken a mission to help owners have a different experience he has dedicated the last 20 years to helping clients learn from his experience, grow the right way, as well as being attractive to new owners and getting the owners and their businesses ready for the transition. He will be facilitating this interactive table discussion.

Agenda:

4:30 – 7:00 pm

4:30 – 5:15 Networking
5:15 – 5:30 Chapter updates
5:30 – 6 :30 Table discussions
6:30 – 7:00 Networking

Registration Fees:

XPX Northern California Members: $0

Non-Members are welcome to come and check us out, before applying for membership. Please RSVP.

There is no charge for this event but registration is required for catering planning and building access.

There will be drinks and light hors d’oeuvres.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Adrian Bray of Stellar Business Consulting Inc. is a member of XPX Northern California
Adrian Bray
Stellar Business Consulting Inc.
Tyler Cella of J.P. Morgan is a member of XPX Northern California
Tyler Cella
J.P. Morgan
DO
David Ogburn
BNY
KT
Karen Traversi
Traversi and Partners
Kelly Ackel Crug of Andersen is a member of XPX Northern California
Kelly Ackel Crug
Andersen
Richard McDerby of Manatt, Phelps & Phillips LLP is a member of XPX Northern California
Richard McDerby
Manatt, Phelps & Phillips LLP
Jay Jung of Embarc Advisors is a member of XPX Northern California
Jay Jung
Embarc Advisors
Stephen Dobrow of Primark Benefits is a member of XPX Northern California
Stephen Dobrow
Primark Benefits
HH
Hailey Hu
Heritage Harbor Partners LLC
IL
Iris Li
New Frontier Enterprises, LLC
PL
Pamela Lauper
Be Destined
CM
Craig Martin
Global Team Impact
AC
Amy Cole
ABI Group
AL
Anthony Lugo
Mercer Advisors
EB
Ellisha Blechynden
Blechynden Legal P.C.
MF
Mikhail Friedland
jNet Secure, Inc.
Monika Pelz of Securieon Group is a member of XPX Northern California
Monika Pelz
Securieon Group
EG
Edward Grenville
Inspire Business Law Group, LLP
NW
Nico Wiborg
New York Life
Laurie Sanders of Fox Rothchild is a member of XPX Northern California
Laurie Sanders
Fox Rothchild
RA
Rob Allen
N-Transition Partners
Brit Summerill of NOW CFO is a member of XPX Northern California
Brit Summerill
NOW CFO
Al Statz of Exit Strategies Group, Inc. is a member of XPX Northern California
Al Statz
Exit Strategies Group, Inc.
LE
Laila Eldin
Silver Surf
Martin Johnson of Sagemark is a member of XPX Northern California
Martin Johnson
Sagemark
Dan Hinde of BACS is a member of XPX Northern California
Dan Hinde
BACS
DF
Diane Fernald
Futurecast CFO
RN
Rod Nafrada
NOW CFO
Todd Wellnitz of Wellguard Insurance & Financial is a member of XPX Northern California
Todd Wellnitz
Wellguard Insurance & Financial
Jaco Grobbelaar of BroadVision Marketing is a member of XPX Northern California
Jaco Grobbelaar
BroadVision Marketing