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  • Exit Planning Exchange
Exit Planning Exchange
Oct
23

XPX Triangle Lunch & Learn - The Buyers’ Panel: Perspective From 3 Buyer Segments in Today’s Market

Details

Date & Time

Thu, Oct 23rd, 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

36 people attended
Jeff Weingrad of Incite Business Partners is a member of XPX Triangle
Rod Passalacqua of Exit Factor of Raleigh-Durham is a member of XPX Triangle
Neal Isaacs of VR Business Brokers is a member of XPX Triangle
Van Daughtry of Van Daughtry Consulting, LLC is a member of XPX Triangle
KS
+31

As business owners look toward a business sale it’s critical for their advisors to understand the evolving landscape of potential acquirers. This panel brings together perspectives across 3 distinct buyer type: Private Equity, Individuals (AKA “Entrepreneurship Through Acquisition Searchers”), and Strategic Corporate Buyers. Panelists will share insights into how each segment evaluates opportunities, how market conditions are affecting current activity, and how sellers (and their advisors) can best position a business for these potential buyer types.

Our Speakers:


Kenneth Spence

Principal
Lamkin Road

Kenneth Spence leads day-to-day transaction execution at Lamkin Road, an M&A investment banking boutique based in Chapel Hill. Prior to Lamkin Road, Kenneth was with R. W. Baird & Co., where he was on one of the industry’s leading defense and government contracting M&A teams. Before Baird, he worked at Jacobs Capital, a boutique investment banking firm in Chapel Hill. Kenneth has a Master’s of Accounting from UNC Kenan-Flagler Business School and a bachelor’s degree from the University of Dallas.



Marc Pons

President
Chapel Hill Tire

Marc Pons has been at the helm of Chapel Hill Tire since 1997, steering the family-owned business through transformative growth and innovation. Under his leadership, the company has grown from a single tire-focused shop into a network of twelve full-service auto care centers across the Triangle region of North Carolina, with locations in Chapel Hill, Durham, Raleigh, Cary, and Apex.

Now, with the 13th store set to open later this year in Raleigh, Chapel Hill Tire is preparing for its next chapter of growth and community impact. Through each expansion, Chapel Hill Tire carries forward the same values that have defined it since 1953: Work Happy. Drive Happy.



Helen Zhang
, MBA, CMA, CEPA, CVB
Co-Founder & CEO
Futurise Growth Partners

Helen Zhang is Co-Founder and CEO of Futurise Growth Partners, where she helps small to mid-sized business owners maximize value, de-risk exits, and build legacies through services such as fractional CFO support, valuations, consulting, and exit planning. A self-funded searcher, Helen actively pursues acquisitions while expanding her advisory work. Helen also founded the Women Searchers Community, now nearly 500 members strong worldwide. She is a Duke MBA, CMA, CEPA, and CVB, and an alum of New Majority Capital’s bETA program. Her career spans restaurants, manufacturing finance, and financial services, giving her broad expertise in growth and value creation.


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.

Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds or credits will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Jeff Weingrad of Incite Business Partners is a member of XPX Triangle
Jeff Weingrad
Incite Business Partners
Rod Passalacqua of Exit Factor of Raleigh-Durham is a member of XPX Triangle
Rod Passalacqua
Exit Factor of West Raleigh
Neal Isaacs of VR Business Brokers is a member of XPX Triangle
Neal Isaacs
VR Business Brokers
Van Daughtry of Van Daughtry Consulting, LLC is a member of XPX Triangle
van Daughtry
Van Daughtry Consulting, LLC
KS
Kenneth Spence
Lamkin Road
MP
Marc Pons
Chapel Hill Tire
Jason Deshayes of Cerity Partners, LLC is a member of XPX Triangle
Jason Deshayes
Cerity Partners, LLC
KR
Kimberly Ramsey
Tran
Todd Bailey of EOS Worldwide; Simplifi Planning is a member of XPX Triangle
Todd Bailey
EOS Worldwide; Simplifi Planning
Thomas Schaffer of Transitions Financial Strategies is a member of XPX Triangle
Thomas Schaffer
Transitions Financial Strategies
BM
Beth Mullaney
Rankin McKenzie
Helen Zhang of Futurise Growth Partners is a member of XPX Triangle
Helen Zhang
Futurise Growth Partners
Jed Hysong of CFO is a member of XPX Triangle
Jed Hysong
CFO
Alejandro Morales of STOA Digital Solutions is a member of XPX Triangle
Alejandro Morales
STOA Digital Solutions
Joe Kozubowski of EOS Worldwide is a member of XPX Triangle
Joe Kozubowski
EOS Worldwide
NO
Nate Oltmans
Cornerstone Wealth Management
Amy Hoke of The Fidelity Bank is a member of XPX Triangle
Amy Hoke
The Fidelity Bank
RC
Rob Cannon
First Horizon Advisors
Michael Goddard of Fidelity Bank is a member of XPX Triangle
Michael Goddard
Fidelity Bank
Mike Leannah of Business Value Strategies is a member of XPX Triangle
Mike Leannah
Business Value Strategies
Dan Wilson of Viking Mergers & Acquisitions is a member of XPX Triangle
Dan Wilson
Viking Mergers & Acquisitions
QC
Quentin Cain
Indaco Risk Advisors
Craig Poms of TowneBank is a member of XPX Triangle
Craig Poms
TowneBank
MK
Michael Kelly
Consultant
DG
Dana Gower
Career Pro, Inc.
Wendy Coulter of Hummingbird Creative Group, Inc. is a member of XPX Triangle
Wendy Coulter
Hummingbird Creative Group, Inc.
Jane Sommers-Kelly of JSK Leadership is a member of XPX Triangle
Jane Sommers-Kelly
JSK Leadership
KG
Kurt Geldner
Valuepoint Advisors
JL
Jiarui Li
Innatrix
WB
William Bao
Innatrix
Alicia Parr of Performentor LLC is a member of XPX Triangle
Alicia Parr
Performentor LLC
Clare Price of Octain is a member of XPX Triangle
Clare Price
Octain
Ben Frear of Mainmast Capital is a member of XPX Triangle
Ben Frear
Mainmast Capital
HW
Hanna Wise
Indaco Risk Advisors
Scott J Medeiros of Rosewood Family of Companies is a member of XPX Triangle
Scott J Medeiros
Rosewood Family of Companies
Ethan Stambler of SES ESOP Strategies is a member of XPX Triangle
Ethan Stambler
SES ESOP Strategies