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  • Exit Planning Exchange
Exit Planning Exchange
Sep
17

XPX Triangle Lunch & Learn: How to Avoid Accounting Landmines in Business Valuations & Exit Strategies!

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Details
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Date & Time

Thu, Sep 17th, 2026 ⋅ 11:30am - 1:30pm (EDT)

Location

Milton’s Pizza & Pasta 8853 Six Forks Rd, Raleigh, NC 27615

Status

Registration Open

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

15 people are going
BM
PC
Rod Passalacqua of Exit Factor of Raleigh-Durham is a member of XPX Triangle
Mike Leannah of Business Value Strategies is a member of XPX Triangle
Nick Sullivan of Sullivan Business Solutions is a member of XPX Triangle
+10

“Privately-owned business” often get labeled as being the “mom and pop” store on the corner viewed as some generic business-in-a-box… as if they can be bought and sold like a generic toy on Amazon! But experienced professionals know that is not the truth. Every owner, business model, and industry has its own fingerprint. But the fundamentals such as business strategies, cash flow, and strong accounting data never change – every business needs them! Join us as Stan Moore CPA shares his experience as a commercial banker, CFO, and CPA to help guide your clients toward a strong exit plan! There is always room for improvement when building Enterprise Value. Level-up your client’s business fundamentals by identifying Accounting Landmines now that can ruin an exit plan down the road, while learning some accounting techniques that dig deeper to uncover valuation disasters today!

Our Speaker:


Stan Moore, CPA

Stan is CPA in North Carolina with a passion for helping fast-moving entrepreneurs gain time, peace, and clarity to grow their business profitably. Since 1992 he has served business owners with experience as a CFO, Commercial Banker, and CPA by focusing on proactive solutions and Godly stewardship.

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.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
BM
Beth Murphy
Athena Assessment
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 Raleigh-Durham
Mike Leannah of Business Value Strategies is a member of XPX Triangle
Mike Leannah
Business Value Strategies
Nick Sullivan of Sullivan Business Solutions is a member of XPX Triangle
Nick Sullivan
Sullivan Business Solutions
Amy Hoke of The Fidelity Bank is a member of XPX Triangle
Amy Hoke
The Fidelity Bank
Alejandro Morales of STOA Digital Solutions is a member of XPX Triangle
Alejandro Morales
STOA Digital Solutions
AA
Aradhana Aggarwal
Aradhana Aggarwal CPA PLLC
XT
Xan Thomas
Bearing Insurance
Ethan Stambler of SES ESOP Strategies is a member of XPX Triangle
Ethan Stambler
SES ESOP Strategies
PR
Patrick Rodriguez
Capital Bank
MS
Matt Stevens
The Alternative Board - Triangle West
Van Daughtry of Van Daughtry Consulting, LLC is a member of XPX Triangle
van Daughtry
Van Daughtry Consulting, LLC
Andy Esser of Edward Jones is a member of XPX Triangle
Andy Esser
Edward Jones
AS
Ashley Sheppard
Supporting Strategies