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Fri, September 19, 2025

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  • Exit Planning Exchange
Exit Planning Exchange
May
15

XPX Triangle Lunch & Learn: Happy Exits

Details

Date & Time

Thu, May 15th, 2025 ⋅ 11:30am - 1:30pm (EDT)

Location

Milton’s Pizza & Pasta 8853 Six Forks Rd, Raleigh, NC 27615

Tickets

Non-Members Regular Fee
$35.00
Non-Members Regular Fee Same Day
$45.00
Triangle Members
$0.00
Triangle Members Same Day
$20.00
XPX Chapter Network Members Regular Fee
$30.00
XPX Chapter Network Members Same Day
$40.00
Guests

Registrants

22 people attended
JL
Jane Sommers-Kelly of JSK Leadership is a member of XPX Triangle
Van Daughtry of Van Daughtry Consulting, LLC is a member of XPX Triangle
Dan Wilson of Viking Mergers & Acquisitions is a member of XPX Triangle
Scott J Medeiros of Rosewood Family of Companies is a member of XPX Triangle
+17

When founders sell their business, most advisors focus on the deal. Jerome Myers focuses on what happens next.

Author of Exit to Excellence and a leading authority on post-exit transitions, Jerome exposes the “Founder’s Exit Paradox”—a hidden crisis where success brings unexpected loss. Without the right preparation, even a lucrative sale can leave a founder facing identity loss, emotional uncertainty, and a lack of purpose.

In this powerful session, Jerome shares the proven frameworks he’s used to guide dozens of entrepreneurs through the emotional terrain of their exit—ensuring that, in addition to the check, they achieve clarity, fulfillment, and a legacy worth building.

At XPX, our guiding principles include always considering the human angle. When our clients thrive after their exit, everyone wins.

Our Speaker:


Jerome Myers

Founder
Exit to Excellence

Jerome Myers is an investor, exit strategist, author, and founder of Exit to Excellence. After building a $20 million division of a Fortune 500 company and successfully exiting his own firm, he experienced firsthand the emotional toll founders face after selling—the “Founder’s Exit Paradox”.

Today, Jerome helps entrepreneurs navigate the psychological and strategic side of exit through the N.E.X.T. Intensive and NEO Navigator frameworks--guiding founders through successful exits into purpose-driven lives beyond the business.

Jerome’s mission: ensuring that no founder regrets their exit—and that every advisor knows how to help their clients win the next chapter.


Registration Fees:

XPX Triangle Members  - $0.00
XPX Triangle Members Same Day/Walk-in Fee  - $20.00

XPX Chapter Network Members Regular Fee - $30.00
XPX Chapter Network Members Same Day/Walk-in Fee - $40.00

Non-Members Regular Fee  - $35.00
Non-Members Regular Fee Same Day/Walk-In Fee  - $45.00

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 or replacements.  Registrations are not transferable.


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© 2025 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
JL
Jiarui Li
Innatrix
Jane Sommers-Kelly of JSK Leadership is a member of XPX Triangle
Jane Sommers-Kelly
JSK Leadership
Van Daughtry of Van Daughtry Consulting, LLC is a member of XPX Triangle
van Daughtry
Van Daughtry Consulting, LLC
Dan Wilson of Viking Mergers & Acquisitions is a member of XPX Triangle
Dan Wilson
Viking Mergers & Acquisitions
Scott J Medeiros of Rosewood Family of Companies is a member of XPX Triangle
Scott J Medeiros
Rosewood Family of Companies
Amy Hoke of The Fidelity Bank is a member of XPX Triangle
Amy Hoke
The Fidelity Bank
DC
Dustin Cotcamp
Vulcan Harbor Ventures
Mike Leannah of Business Value Strategies is a member of XPX Triangle
Mike Leannah
Business Value Strategies
JB
Jason Bush
Linville Team Partners
Steve Doyscher of B2B Growth & Coach is a member of XPX Triangle
Steve Doyscher
B2B Growth & Coach
Jed Hysong of CFO is a member of XPX Triangle
Jed Hysong
CFO
Craig Poms of TowneBank is a member of XPX Triangle
Craig Poms
TowneBank
NO
Nate Oltmans
Cornerstone Wealth Management
Robert Lake of Trebor Strategic Advisors Inc. is a member of XPX Triangle
Robert Lake
Trebor Strategic Advisors Inc.
KM
Kristen Mihaljevic
North Carolina Community Foundation, Inc.
JP
Jake Pope
North Carolina Community Foundation
PC
Paige Cocke
Realize Success
JB
Jeff Bell
Rankin McKenzie
Thomas Schaffer of Transitions Financial Strategies is a member of XPX Triangle
Thomas Schaffer
Transitions Financial Strategies
HZ
Helen Zhang
Futurise Growth Partners
Alejandro Morales of STOA Digital Solutions is a member of XPX Triangle
Alejandro Morales
STOA Digital Solutions
Diego Muñoz of KW Commercial / ThisPropertyAvailable.com is a member of XPX Triangle
Diego Muñoz
KW Commercial / ThisPropertyAvailable.com