• Home
  • Find an Advisor
  • Advisor Resource Center
  • Chapters
    • Find a Chapter
      • Atlanta
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Radio Show
        • Expo
      • Austin
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Charlotte
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Chicago
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Cleveland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Connecticut
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Dallas
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • DC Metro
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Denver
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Greater Boston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Hawaii
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Houston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Long Island
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Maryland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Nashville
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New Jersey
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New York
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Northern California
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Philadelphia
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • San Antonio
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Tri-State
        • Events
        • Join
        • News
        • Summit
      • Triangle
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • The Generational Shift In Business
    • Chapters in Development
      • Miami
      • Phoenix
      • Utah
    • Start a Chapter
    • Emerging Professionals
  • Knowledge Exchange
  • New & Upcoming
    • What’s New
    • National Calendar
  • About XPX
    • About
    • Advisor Principles
    • F.A.Q.s
  • Contact
    • Contact
    • Help
  • Login
    Sign up

    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Dec
11

XPX Triangle Lunch & Learn: Understanding the Impact of the “One Big Beautiful Bill” on M&A Transactions for Buyers and Sellers

Details

Date & Time

Thu, Dec 11th, 2025 ⋅ 11:30am - 1:30pm (EST)

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

20 people attended
Rod Passalacqua of Exit Factor of West Raleigh is a member of XPX Triangle
Neal Isaacs of VR Business Brokers is a member of XPX Triangle
Jason Deshayes of Cerity Partners, LLC is a member of XPX Triangle
Thomas Schaffer of Transitions Financial Strategies is a member of XPX Triangle
Joe Kozubowski of EOS Worldwide is a member of XPX Triangle
+15

HR1, aka the “One Big Beautiful Bill” or “OBBB,” which passed on July 4, 2025, is a largely business-friendly piece of legislation that will impact how deals are negotiated, structured, and valued. We will dive into specific provisions in this new legislation that will likely have an impact on M&A transactions and what investors and their advisors need to consider.


Our Speaker:


Rick Paden
Tax Partner
BRC

Rick is a Tax Partner in BRC’s Raleigh office with 25+ years of experience advising mid-size to large privately held and public companies. He specializes in U.S. and international tax compliance, ASC 740, R&D credits, entity structuring, and tax accounting methods. Rick has deep expertise in industries such as manufacturing, distribution, construction, and restaurants. He also guides clients through audits, voluntary disclosures, and the tax implications of mergers and acquisitions. Known for blending technical depth with practical insight, Rick helps businesses manage risk, stay compliant, and optimize their tax strategies.

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 will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.

Thank you to our event host:



Make XPX Part of Your Business Plans
Attend an event
Join a chapter
Start a chapter
Find an advisor
Explore
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
Learn
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
Account
  • Login
  • Sign Up
  • Login
  • Sign Up
Connect
  • Contact
  • Become A Sponsor
  • Contact
  • Become A Sponsor
Help & Support
  • Help
  • Help
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map

© 2026 XPX Global LLC.          Privacy Policy         Norms & Principles          Site Map           Terms of Use

Paper-plane Linkedin Youtube

© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
Rod Passalacqua of Exit Factor of West Raleigh 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
Jason Deshayes of Cerity Partners, LLC is a member of XPX Triangle
Jason Deshayes
Cerity Partners, LLC
Thomas Schaffer of Transitions Financial Strategies is a member of XPX Triangle
Thomas Schaffer
Transitions Financial Strategies
Joe Kozubowski of EOS Worldwide is a member of XPX Triangle
Joe Kozubowski
EOS Worldwide
Jed Hysong of CFO is a member of XPX Triangle
Jed Hysong
Hyland Finance & Operations
Alejandro Morales of STOA Digital Solutions is a member of XPX Triangle
Alejandro Morales
STOA Digital Solutions
Ethan Stambler of SES ESOP Strategies is a member of XPX Triangle
Ethan Stambler
SES ESOP Strategies
Mike Leannah of Business Value Strategies is a member of XPX Triangle
Mike Leannah
Business Value Strategies
AE
Andy Esser
Edward Jones
RP
Rick Paden
Bernard Robinson & Company LLP
Helen Zhang of Futurise Growth Partners is a member of XPX Triangle
Helen Zhang
Futurise Growth Partners
Van Daughtry of Van Daughtry Consulting, LLC is a member of XPX Triangle
van Daughtry
Van Daughtry Consulting, LLC
Clare Price of Octain is a member of XPX Triangle
Clare Price
Octain
Nick Sullivan of Sullivan Business Solutions is a member of XPX Triangle
Nick Sullivan
Sullivan Business Solutions
BR
Brent Roberts
Exit Factor
Diego Muñoz of KW Commercial / ThisPropertyAvailable.com is a member of XPX Triangle
Diego Muñoz
KW Commercial / ThisPropertyAvailable.com
Todd Bailey of EOS Worldwide; Simplifi Planning is a member of XPX Triangle
Todd Bailey
EOS Worldwide; Simplifi Planning
KL
Kate Lewis
Str8 Financials Consulting
Ben Frear of Mainmast Capital is a member of XPX Triangle
Ben Frear
Mainmast Capital