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  • Exit Planning Exchange
Exit Planning Exchange
Feb
10

XPX Atlanta:“3-5 years from the Sale”

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Details
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Date & Time

Tue, Feb 10th, 2026 ⋅ 11:00am - 1:00pm (EST)

Location

The Buckhead Club 3344 Peachtree Rd NE suite 2600, Atlanta, GA 30326, USA

Status

Registration Open

Tickets

Atlanta Members
$35.00
Atlanta Members Same Day Fee
$45.00
Atlanta Sponsor
$0.00
Non-Member
$55.00
Non-Members Same Day Fee
$65.00
Sponsor Guest
$0.00
TiE Board Member
$0.00
TiE Member
$40.00
TiE Member Same Day Fee
$50.00
XPX Chapter Network Members
$45.00
XPX Chapter Network Members Same Day Fee
$55.00
Guests

Registrants

32 people are going
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
LS
Justin Geeza of Consolidated Planning is a member of XPX Atlanta
Angela Rehkop of Financial Care Providers is a member of XPX Atlanta
SD
+27

For our first luncheon in taking a business through their whole exit journey, from 3-5 years out to life after the sale. We’ll be focusing on avenues of improving the business valuation that takes the 3–5-year time to effectively implement these changes. This won’t be another exercise of legal and tax perspectives; there will be plenty of that throughout the year. We’ve brought in experts who touch on parts of the business that can’t be easily measured on the balance sheet at first glance. This is a luncheon you’d need to attend if you want to learn about:

  • Forming a leadership team and employee base that reflects the values of the business.
  • Where does the sales team fit into the picture and how they can play a part to the exit strategy beyond driving more revenue?
  • What is the right and wrong way to price a product or service? How does value pricing improve valuation?
  • How does a business reposition themselves if they want to improve their valuation for an eventual sale? Where does branding fit into this puzzle and how can the firm prepare both existing and future customers for this culture shift in the business?



Our Panel:



John Ray

John Ray & Co

John helps professional service business owners increase enterprise value years before exit through pricing strategy. Pricing is often the most direct lever for raising margins without adding headcount, and stronger margins translate into a stronger valuation. He advises consultants, attorneys, coaches, and fractional executives on value-based pricing, proposals, and business development. John brings 13 years as an independent business owner advising expert practitioners, plus earlier finance and M&A experience, including J.P. Morgan. He is the author of The Generosity Mindset and host of two podcasts, The Price and Value Journey and North Fulton Business Radio.



Mary Dombrowski

Strategic Inflection Advisory

Mary is the founder of Strategic Inflection Advisory, where she partners with business owners to build scalable, salable companies well before they're considering exit. As a strategic advisor, Mary specializes in creating business development and sales structures that generate transferable value. Her work transforms founder-dependent businesses into assets that can operate—and sell—without the owner. With 20+ years in revenue leadership, Mary helps clients achieve sustainable growth and build businesses positioned for successful exit.



Jeff Armacost

Brand Capital

For 25+ years Jeff has guided successful, standout brand development for 100s of companies and organizations of all kinds. Business owners and CEOs call on Jeff as a thinking partner in building their brand, and a cost-effective solution for ongoing branding, brand launches and key internal branding initiatives. Fast-growing small businesses call on Jeff when it’s time for a serious rebrand or on-the-fly brand refresh that positions them to reach big goals and outpace their competition. Experienced business advisors pull Jeff in – and if needed, his team of graphic design and web development – to add big-time brand power to their clients’ marketing campaigns, new website projects, and more.




Lynda Martin

EOS Worldwide

Lynda has been walking alongside small and mid-sized business owners since the late 1990s, helping them navigate growth, challenges, and big decisions with clarity and confidence. Over the years, she has supported leadership teams through nearly a dozen successful business exits, offering steady guidance when it mattered most. For the past 13 years, Lynda has served as an EOS Implementer®, bringing practical wisdom, honest conversations, and proven tools to help companies become stronger and healthier. Known for her calm presence and no-nonsense insight, Lynda helps leaders build businesses they’re proud of and lives they enjoy.


Agenda:  

11:00 AM – 11:30 AM EDT Check-in registration/mingling
11:30 AM – 1:00 PM EDT Event Program

Registration Fees:  

Atlanta Members - $35.00
Atlanta Members Same Day Registration Fee - $45.00
Atlanta Sponsor $0.00 
Sponsor Guest $0.00
Drawing Winner $0.00

XPX Chapter Network Members - $45.00  
XPX Chapter Network Members Same Day Registration Fee - $55.00

Non-Member $55.00 
Non-Member Same Day Registration Fee - $65.00

TiE Member: $40.00 
TiE Member Same Day Registration Fee: $50.00
TiE Board Member: $0.00 (Limit two per month)

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.

Other upcoming events, click on the link below for information and to sign up.

  • https://www.exitplanningexchange.com/atlanta/events/
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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
Diana Murphy
Diana Murphy Coaching, LLC
LS
Larry Stoumen
Medical Office Technologies
Justin Geeza of Consolidated Planning is a member of XPX Atlanta
Justin Geeza
Consolidated Planning
Angela Rehkop of Financial Care Providers is a member of XPX Atlanta
Angela Rehkop
Financial Care Providers
SD
Sabrina Donley
Chief Outsiders
Lyle Newkirk of SeatonHill Partners is a member of XPX Atlanta
Lyle Newkirk
SeatonHill Partners
Will Lee of Applied Economics is a member of XPX Atlanta
Will Lee
Applied Economics
SH
Samantha Holowka
Northwestern Mutual
JD
Jody Dasilva
Leaders team
John Ray of John Ray Co. is a member of XPX Atlanta
John Ray
John Ray Co.
SJ
Susan Jones
CFO Systems LLC
Ron Nocera of Sync-Up Business Services is a member of XPX Atlanta
Ron Nocera
Sync-Up Business Services
JC
James Custer
ROI Performance Group, Inc.
Jon Wilhoit of EOS Worldwide is a member of XPX Atlanta
Jon Wilhoit
EOS Worldwide
Susan Kite of First Women's Bank is a member of XPX Atlanta
Susan Kite
First Women's Bank
Steven Lustig of Lustig Global Consulting is a member of XPX Atlanta
Steven Lustig
Lustig Global Consulting
DE
David Elder
Merit Financial Advisors
Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta
Maria Forbes
FIREPOWER Business Catalyst, LLC.
LB
Lauren Brown
Bennett Thrasher
MD
Mary Dombrowski
Strategic Inflection Advisory Inc.
Jeff Armacost of Brand Capital is a member of XPX Atlanta
Jeff Armacost
Brand Capital
LM
Lynda Martin
EOS Worldwide
GM
Gina Miller
Bennett Thrasher
Mary Fazio of Morgan Stanley is a member of XPX Atlanta
Mary Fazio
Morgan Stanley
RR
Robert Rosner
Robert M. Rosner , LLC
Joe Mraz of Raymond James is a member of XPX Atlanta
Joe Mraz
Raymond James
DP
Dan Perez
Illuminare Management
JW
Joseph Wargo
Summerfield Mortgage, LLC
Anthony Chen of Lighthouse Financial Network, LLC is a member of XPX Atlanta
Anthony Chen
Lighthouse Financial Network, LLC
David Shavzin of The Value Track is a member of XPX Atlanta
David Shavzin
The Value Track
Ryan Pendleton of South State Bank is a member of XPX Atlanta
Ryan Pendleton
South State Bank
TQ
Thomas Quinn
Sapling Financial Consultants