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    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
May
14

XPX Triangle Lunch & Learn: The Forgotten Exit Plan: People

Details

Date & Time

Thu, May 14th, 2026 ⋅ 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

35 people attended
DM
Jed Hysong of CFO is a member of XPX Triangle
Michael Goddard of Fidelity Bank is a member of XPX Triangle
NM
BM
+30

Most exit planning professionals are focused on finances, contracts, legalities, dates, etc. Very few focus on ensuring that the company can continue to operate successfully through its people when the owner/CEO steps away. That focus requires a professional that specializes in strategic people planning and development. In this presentation, Nanette will discuss the “people side” of the equation.

  • How much time should be allotted for a succession plan?
  • Is it better to groom a successor internally or hire from outside the company (pros and cons)?
  • Is it safe to assume the next generation will continue the legacy?
  • How deep should the “leadership bench” be?
  • What if the company has less than 100 people?
  • What if the owner wants to sell to PE/M+A?
  • and more


Our Speaker:


Nanette Miner, Ed.D.

Nanette Miner, Ed.D., is a trusted advisor to privately held, mid-market companies and private equity firms. She specializes in the people side of succession planning—helping organizations assess leadership depth, reduce talent risk, and build future-ready pipelines long before transitions are imminent. Known for her pragmatic, data-driven approach, Nanette works closely with CEOs, boards, and HR leaders to translate strategy into sustainable leadership capacity. She is the founder of The Training Doctor, Succession-Planning-Pro, and The HRxchange, a peer community for HR professionals navigating leadership development and succession challenges.


Registration Fees:

XPX Triangle Members  - $0.00 - Registration is required for catering planning.
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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© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
DM
Donna Mitchell
Jed Hysong of CFO is a member of XPX Triangle
Jed Hysong
Hyland Finance & Operations
Michael Goddard of Fidelity Bank is a member of XPX Triangle
Michael Goddard
Fidelity Bank
NM
Nader Mahmoud
Exit Factor
BM
Beth Murphy
Athena Assessment
Helen Zhang of Futurise Growth Partners is a member of XPX Triangle
Helen Zhang
Futurise Growth Partners
LB
Lesley Bennett
Wilson Ratledge PLLC
Steve Doyscher of B2B Growth & Coach is a member of XPX Triangle
Steve Doyscher
B2B Growth & Coach
Mike Leannah of Business Value Strategies is a member of XPX Triangle
Mike Leannah
Business Value Strategies
Thomas Schaffer of Transitions Financial Strategies is a member of XPX Triangle
Thomas Schaffer
Transitions Financial Strategies
Van Daughtry of Van Daughtry Consulting, LLC is a member of XPX Triangle
van Daughtry
Van Daughtry Consulting, LLC
Dave Thompson of SME Business Consultancy is a member of XPX Triangle
Dave Thompson
SME Business Consultancy
Alejandro Morales of STOA Digital Solutions is a member of XPX Triangle
Alejandro Morales
STOA Digital Solutions
MS
Matt Stevens
The Alternative Board - Triangle West
Ethan Stambler of SES ESOP Strategies is a member of XPX Triangle
Ethan Stambler
SES ESOP Strategies
TS
Todd Souto
Dunbar Insurance
Nanette Miner of The Training Doctor, LLC is a member of XPX
Nanette Miner
The Training Doctor, LLC
PC
Peter Colgan
Merritt Healthcare Advisors
Rod Passalacqua of Exit Factor of Raleigh-Durham is a member of XPX Triangle
Rod Passalacqua
Exit Factor of West Raleigh
Jane Sommers-Kelly of JSK Leadership is a member of XPX Triangle
Jane Sommers-Kelly
JSK Leadership
AA
Aradhana Aggarwal
Aradhana Aggarwal CPA PLLC
ER
Erika Rosenthal
Veritac Group
CH
Catherine Hall
VR Business Brokers
CF
Cole Ferguson
VR Business Brokers
Laird Hepburn of Business-owner Strategies Group, LLC is a member of XPX Triangle
Laird Hepburn
Business-owner Strategies Group, LLC
Nick Sullivan of Sullivan Business Solutions is a member of XPX Triangle
Nick Sullivan
Sullivan Business Solutions
CC
Casey Chen
2pm Fix, LLC
CR
Chris Ratte
Fidelity Bank
NR
Noa Ronen
Coaching Connection LLC
Scott J Medeiros of Rosewood Family of Companies is a member of XPX Triangle
Scott J Medeiros
Rosewood Family of Companies
Ben Frear of Mainmast Capital is a member of XPX Triangle
Ben Frear
Mainmast Capital
JV
Jeff Vojta
Dilworth Coffee
BR
Brent Roberts
Exit Factor
AL
Andrew Lynch
Lynch Wealth Advisors
MW
Matt Whitley
Viking Mergers