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  • Exit Planning Exchange
Exit Planning Exchange
Oct
07

XPX Northern California - Technology Diligence: How to prepare in advance (Members Only)

Details

Date & Time

Tue, Oct 7th, 2025 ⋅ 4:30pm - 7:00pm (PDT)

Location

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

Tickets

Northern California Members
$0.00
Guests

Registrants

23 people attended
Adrian Bray of Stellar Business Consulting Inc. is a member of XPX Northern California
Jaco Grobbelaar of BroadVision Marketing is a member of XPX Northern California
BL
AB
Stephen Dobrow of Primark Benefits is a member of XPX Northern California
+18

Come and join us for a discussion about how technology is an increasing part of a business’ assets and what is required to diligence and ensure that it is fit for purpose by future buyers.

Our Speakers:


Dan Hinde

At BACS Consulting Group, Dan Hinde leads a strong team that keeps technology change orderly during mergers and acquisitions. Dan has over 30 years in IT, including 20 in California. Dan’s team partners with inhouse staff and peer providers to plan the work, sequence the transition, and maintain operations. The result is fewer surprises, clear accountability, and on time cutovers. BACS brings deep experience across pre deal diligence, transaction execution, and post close integration.




Anne Bisagno

Anne Bisagno, co-founder and CEO of Xantrion, specializes in guiding organizations through high-stakes IT transitions. Her team recently led the seamless technology separation for a global pharmaceutical company during a major corporate split—ensuring secure data migration, regulatory compliance, and uninterrupted operations. With over 20 years of experience, Anne brings practical insight into how technology due diligence can de-risk M&A deals and accelerate integration.


Agenda:  

4:30 - 5:00 Networking
5:00 - 6:45 Panel and Table Discussions
6:45 - 7:00 Wrap up and Close


Registration Fees:

XPX Northern California Members: $0. There will be drinks and light hors d’oeuvres. 

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

This is a Members Only event.  If you are new to XPX and  would like to be our guest please contact Adrian Bray: abray@consultstellar.com +1-415-690-9713

Please apply to become a member at:

https://my.exitplanningexchange.com/application/northern-california

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.
Jaco Grobbelaar of BroadVision Marketing is a member of XPX Northern California
Jaco Grobbelaar
BroadVision Marketing
BL
Brendan Lund
Lathrop GPM
AB
Anne Bisagno
Xantrion Inc.
Stephen Dobrow of Primark Benefits is a member of XPX Northern California
Stephen Dobrow
Primark Benefits
Todd Wellnitz of Wellguard Insurance & Financial is a member of XPX Northern California
Todd Wellnitz
Wellguard Insurance & Financial
Sarmad Naqvi of Gallagher is a member of XPX Northern California
Sarmad Neqvi
Woodruff Sawyer
Brit Summerill of NOW CFO is a member of XPX Northern California
Brit Summerill
NOW CFO
NW
Nico Wiborg
New York Life
Dan Hinde of BACS is a member of XPX Northern California
Dan Hinde
BACS
BD
Brendan Duebner
CR
Cynthia Randall
Transworld Business Advisors San Francisco
RE
Rafael Eljou
Robert Thomas of WithumSmith+Brown, PC is a member of XPX Northern California
Robert Thomas
WithumSmith+Brown, PC
RN
Rod Nafrada
NOW CFO
CM
Craig Martin
Global Team Impact
EG
Edward Grenville
Inspire Business Law Group, LLP
Kelly Ackel Crug of Andersen is a member of XPX Northern California
Kelly Ackel Crug
Andersen
Laurie Sanders of Fox Rothchild is a member of XPX Northern California
Laurie Sanders
Fox Rothchild
BO
Brian Ogle
Avidbank
Martin Johnson of Sagemark is a member of XPX Northern California
Martin Johnson
Sagemark
Jonathan Rubens of Moscone Emblidge & Rubens LLP is a member of XPX Northern California
Jonathan Rubens
Moscone Emblidge & Rubens LLP
SS
Steven Sherman
Sherman Business Law