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  • Exit Planning Exchange
Exit Planning Exchange
Jun
11

XPX Triangle - A.I. BEYOND THE HYPE: TURN A.I. INTO ROI IN REAL TIME

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Details
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Date & Time

Thu, Jun 11th, 2026 ⋅ 10:00am - 2:30pm (EDT)

Location

Carolina Country Club | 2500 Glenwood Ave | Raleigh NC 27609

Status

Registration Open

Tickets

Member Regular Fee
$95.00
Members Same Day
$105.00
Non-Members Regular Fee
$145.00
Non-Members Same Day
$155.00
Guests

Registrants

48 people are going
EK
Mike Leannah of Business Value Strategies is a member of XPX Triangle
MS
Scott J Medeiros of Rosewood Family of Companies is a member of XPX Triangle
NE
+43

THE FUTURE BELONGS TO THE ADAPTIVE


Most professionals, even the ones who think they’re ahead of the curve, are barely scratching the surface of what AI can do for their business. And in the M&A and exit planning world, the gap between those who adopt and those who don’t is widening fast.

This isn’t another AI lecture. This is a working session. You’ll build real tools for your business today, right there in the room, in real time. You won’t leave with a to-do list. You’ll leave with the work already done. 



Agenda:

10:00 AM - Welcome & Check-In
10:30 AM - Workshop Kicks Off
12:15 PM - Lunch & Networking
12:45 PM - Afternoon Session Begins
2:30 PM - Closing & Wrap-Up
3:00 – 4:00 PM - VIP Experience: Book Signing (Exclusive to Sponsors)


Event Fees:

Member Regular: $95
Member Same Day: $105

Non-Member Regular: $145
Non-Member Same Day: $155

Registration covers food and beverages.

Event Cancellation Policy: No refunds or credits will be given for cancellations. This registration fee is non- transferable, non-substitutable and no replacements are offered.

===================================

SPEAKER SPONSOR:





GOLD SPONSOR:





BRONZE SPONSOR:








FULL TABLE SPONSOR:


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
EK
Ethan King
Mike Leannah of Business Value Strategies is a member of XPX Triangle
Mike Leannah
Business Value Strategies
MS
Matt Stevens
The Alternative Board - Triangle West
Scott J Medeiros of Rosewood Family of Companies is a member of XPX Triangle
Scott J Medeiros
Rosewood Family of Companies
NE
Nigel Elkan
ActionCoach of the Triangle
BM
Beth Murphy
Athena Assessment
Dan Wilson of Viking Mergers & Acquisitions is a member of XPX Triangle
Dan Wilson
Viking Mergers & Acquisitions
Van Daughtry of Van Daughtry Consulting, LLC is a member of XPX Triangle
van Daughtry
Van Daughtry Consulting, LLC
Jeffrey Cochran of C12 Forums is a member of XPX Triangle
Jeffrey Cochran
C12 Forums
Alejandro Morales of STOA Digital Solutions is a member of XPX Triangle
Alejandro Morales
STOA Digital Solutions
BP
Brett Powell
Cline Design Associates PA
KW
Kendra Whitney
Perago Partners
ER
Erika Rosenthal
Veritac Group
BM
Beth Mullaney
Rankin McKenzie
CA
Chris Angel
ERA Group
LB
Leif Bolin
EnWood Structures
Thomas Schaffer of Transitions Financial Strategies is a member of XPX Triangle
Thomas Schaffer
Transitions Financial Strategies
Jane Sommers-Kelly of JSK Leadership is a member of XPX Triangle
Jane Sommers-Kelly
JSK Leadership
NO
Nate Oltmans
Cornerstone Wealth Management
Jed Hysong of CFO is a member of XPX Triangle
Jed Hysong
Hyland Finance & Operations
NR
Noa Ronen
Coaching Connection LLC
Dave Thompson of SME Business Consultancy is a member of XPX Triangle
Dave Thompson
SME Business Consultancy
Diego Muñoz of KW Commercial / ThisPropertyAvailable.com is a member of XPX Triangle
Diego Muñoz
KW Commercial / ThisPropertyAvailable.com
Joe Kozubowski of EOS Worldwide is a member of XPX Triangle
Joe Kozubowski
EOS Worldwide
Craig Poms of TowneBank is a member of XPX Triangle
Craig Poms
TowneBank
Steve Doyscher of B2B Growth & Coach is a member of XPX Triangle
Steve Doyscher
B2B Growth & Coach
PA
Prem Amarnathan
APA Ventures inc
JA
Jackson Antoine
J D Beam
ZD
Zach Doyscher
B2B Growth Coach
Helen Zhang of Futurise Growth Partners is a member of XPX Triangle
Helen Zhang
Futurise Growth Partners
NM
Nader Mahmoud
Exit Factor
Nick Sullivan of Sullivan Business Solutions is a member of XPX Triangle
Nick Sullivan
Sullivan Business Solutions
SM
Stan Moore
Stan P Moore CPA PLLC
Ben Frear of Mainmast Capital is a member of XPX Triangle
Ben Frear
Mainmast Capital
BR
Brent Roberts
Exit Factor
Jerry Sledge of The Sledge Organization, LLC dba Sledge Advisory is a member of XPX Triangle
Jerry Sledge
The Sledge Organization, LLC dba Sledge Advisory
TM
Tim McGlone
Viking Mergers
BH
Brad Holman
Viking Mergers
CC
Casey Chen
2pm Fix, LLC
LB
Lesley Bennett
Wilson Ratledge PLLC
XT
Xan Thomas
Bearing Insurance
Rod Passalacqua of Exit Factor of Raleigh-Durham is a member of XPX Triangle
Rod Passalacqua
Exit Factor of West Raleigh
EK
Emily Kozubowski
EDC
TG
Tom Gay
Winwaiv
SH
Sean Holmes
Odyssey Contracting
BJ
Bryan James
Liberty Homes
MB
Michael Becker
Rountree Losee LLP
CF
Crystal Fish
Zonkd