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  • Exit Planning Exchange
Exit Planning Exchange
Sep
15

XPX Atlanta: Due Diligence deep dive

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Details
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Date & Time

Tue, Sep 15th, 2026 ⋅ 11:00am - 1:00pm (EDT)

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 Member
$40.00
TiE Member Same Day Fee
$50.00
XPX Chapter Network Members
$45.00
XPX Chapter Network Members Same Day Fee
$45.00
Guests

Registrants

29 people are going
Justin Geeza of GAP Advisory is a member of XPX Atlanta
Will Lee of Applied Economics is a member of XPX Atlanta
Lyle Newkirk of SeatonHill Partners is a member of XPX Atlanta
MD
LK
+24

Continuing our timeline of taking a business to sale from 5-years out to post-transaction. This month, we will explore the due diligence process and touch on the fundamentals at the start to actionable takeaways for everyone in the room to be more informed about this area of M&A.

This won’t just be only numbers and words of financials and legalese. We will also dive into corporate culture and marketing/branding of the company in consideration. Questions we that we will look to answer:

How does one take into account the merging of two corporate cultures?

What factors can drive a deal that appears great on paper, but can be a real issue when it comes to integration?

What factors should we be aware about that can help decide if it is good idea to “rebrand” post-transaction or to keep the brand of the company as is?

What is something that those of us not involved in the day-to-day number crunching or contract reviewing function, should be aware about when helping our clients understand the M&A process?

Panelists:

Sheraun Britton-Parris
Britton Parris Marketing & Communications

Steve Keck
Span the Chasm

Nathan Johns
Blue Sky Law

Spencer Rees
Bennett Thrasher

Agenda:

11:00 – 11:30 – Doors open and casual networking over coffee.
11:30 – 11:40 – Seating, food plating, and start of the program with announcements.
11:40 – 12:00 – Table networking and topic question discussion
12:00 – Introduction of panelists
12:01 – 12:40 – Panelist program
12:40 – 12:55 – Q&A
12:55 – 1:00 – Closing comments and end of 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.
Justin Geeza of GAP Advisory is a member of XPX Atlanta
Justin Geeza
Geeza Advisory Partners
Will Lee of Applied Economics is a member of XPX Atlanta
Will Lee
Applied Economics
Lyle Newkirk of SeatonHill Partners is a member of XPX Atlanta
Lyle Newkirk
SeatonHill Partners
MD
Mary Dombrowski
Strategic Inflection Advisory Inc.
LK
Lindsay Kaiser
Kaufman Rossin
KP
Kiara Patel
KK Consultation
John Charleston of Murphy Business Sales is a member of XPX Atlanta
John Charleston
Murphy Business Sales
Sri Chakravarty of ProfitAbility Valuation and Business Plan is a member of XPX Atlanta
Sri Chakravarty
ProfitAbility Valuation and Business Plan
LS
Larry Stoumen
ScaleReady Advisors
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
Diana Murphy
Diana Murphy Coaching, LLC
AM
Ashley Moore
SouthState Bank
Kreg Parker of Summit Accounting & Finance Services is a member of XPX Atlanta
Kreg Parker
Summit Accounting & Finance Services
Donna Field of MetaFour Consultants LLC is a member of XPX Atlanta
Donna Field
MetaFour Consultants LLC
JD
Jody Dasilva
Leaders team
Rebecca Brizi of R G Brizi Consulting is a member of XPX Atlanta
Rebecca Brizi
R G Brizi Consulting
EV
Ethan Vernon
Asbury Gardner
Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta
Maria Forbes
FIREPOWER Business Catalyst, LLC.
JB
Julie Barrett
BrightAccounting
Eric Togneri of ExitOnTop is a member of XPX Atlanta
Eric Togneri
ExitOnTop
MK
Manuel Kingsley
Questus Group
JC
James Custer
ROI Performance Group, Inc.
SK
Steven Keck
Span The Chasm
NJ
Nathan Johns
MendenFreiman, LLP
SB
Sheraun Britton-Parris
Britton Parris Marketing & Communications LLC
SR
Spencer Rees
Bennett Thrasher
HA
Helen Alexander
Growth Strategist & Founder: Helen Alexander Consulting
Gerardo Kerik of WSI is a member of XPX Atlanta
Gerardo Kerik
WSI
Mary Fazio of Morgan Stanley is a member of XPX Atlanta
Mary Fazio
Morgan Stanley