XPX Triangle Lunch & Learn: Navigating to a Successful Internal Business Ownership Transition

For many privately held businesses, the next owner may already be inside the company—but turning that possibility into a successful transition requires careful planning. This Lunch & Learn will help business advisors and business owners understand how to navigate an internal ownership transition — whether to family members, key managers, or existing ownership partners—while preserving business continuity, stakeholder alignment, and long-term enterprise value.

Topics to be covered will include:

• Common internal transition paths and when each may fit.
• How to assess successor readiness and leadership capability.
• Key legal, valuation, financing, and deal-structure considerations.
• Ways to align family members, managers, partners, and exiting owners.
• Practical questions advisors can use to surface risks early and guide planning.

Our Speakers:

Henry Hutcheson
Founder & President
Family Business USA

Henry Hutcheson, founder and president of Family Business USA, helps family-owned companies preserve wealth, plan successful transitions, and strengthen family harmony.

He grew up working in his family’s business, Olan Mills Portrait Studios, and later held management roles with UPS, Sumitomo Electric, IBM, and Lenovo. Henry earned a BA from the UT Austin and an MBA from Columbia Business School. A CMC -Certified Management Consultant and Certified Family Business Consultant, he serves on the board of the Carolina chapter of the Institute of Management Consultants and authored Dirty Little Secrets of Family Business.

Jesse Jones
Founder & Lead Attorney
Fourscore Business Law

Jesse’s clients range from early-stage tech startups iterating in the founder’s garage to mature companies with scores of employees. As the founder of Fourscore Law, he guides his business clients through formation, financing, scaling and exit, handling wide-ranging projects in a general counsel role. Jesse also regularly represents individuals, angel groups and venture funds in their investment activities.

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

Registration covers food and soft drinks.

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.