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GROWTH. TRANSFER. LEGACY.

EVENTS

The Exit Planning Exchange - XPX Triangle Chapter 

Our association events promote peer learning, networking and visibility for our members in the local private company advisor community.  Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy. 

Upcoming events

    • April 27, 2021
    • 4:00 PM - 6:00 PM (EDT)
    • Locals Oyster Bar at Transfer Co., 500 East Davie Street, Raleigh, NC
    Register

    MEMBER ONLY IN-PERSON Power of Five Kick Off Social


    It is time to get together “Live and in Person” to get better acquainted and kick of our small groups aka The Power of Five.


    Food and Drink from: Locals Oyster Bar and ALIMENTARI

    Cost is $30 pre registration only. 
    Registration will close on Thursday, April 22nd at NOON EDT.

    Refund Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. We are unable to issue a credit towards another meeting or individual.

    We look forward to seeing you there.  







    FOUNDING SPONSORS

     

     


         



        




    SILVER SPONSOR





    INAUGURAL SPONSORS















    The Sledge Organization, LLC











    • April 28, 2021
    • 10:50 AM - 11:30 AM (EDT)
    • Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
    Register

    Virtual meeting at 11 AM ET


    Welcome to XPX!

    Please join us at this quick monthly web meeting with members from across the country and learn how to get the most out of your membership.

    You’ll learn:

    • Where to find the resources and information you need to be the best advisor
    • How to share content to increase your visibility in our community
    • How to maximize the effectiveness and visibility of your profile on our site
    • How to manage your profile, registrations and payments through the website

    Your guides will be Mary Adams, XPX Executive Director, and Angie Ellis, XPX Chapter Administrator.

    (We hold these meetings the third Wednesday of every month at 11 AM ET. If you can’t make this meeting, please let us know in the registration form and we’ll add you to next month’s meeting). Non-members welcome to listen in too!


    • May 01, 2021
    • ? - 11:00 PM (EDT)
    • Your Group Leader Will Reach Out to Set a Date / Time
    Register



    Your Group Leader Will Reach Out to Set a Date / Time

    MAY POWER NETWORKING
    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS MAY 01, 2021


    XThe Cross-Chapter program is a supplement to local XPX Chapter power networking. Please visit your Chapter website for more information. Use this Cross-Chapter option if you want to meet members from other parts of the country. You are welcome to participate in both programs if you want. Here's how it works:

    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around five fellow members of from other XPX Chapters
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
    The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any question please email us

    • May 20, 2021
    • 11:45 AM - 1:15 PM (EDT)
    • Virtual - Connection details sent upon registration.
    Register

    Due Diligence and Legal Documentation: Process, Preparation, Pitfalls and What Does It All Mean:


    In this XPX session, we will walk-through a high level overview of the due diligence and transactional documentation process of a typical sale/acquisition. During our time, we will learn some of the "whats" and "whys" of due diligence, including some current events (spoiler alert--SBA/EIDL/PPP Loans may be referenced), and explore some of the salient documents of a typical transaction and highlights of important provisions and how those provisions function and why they are important. Of course, we will also have a breakout room discussion exercise for hand to hand participation!

    Our Presenter:

    Michael Burger, Attorney - NC Planning

    Michael is an attorney with over twenty (20) years of experience focusing my practice on the representation of individual and business clients and lending institutions in the areas of corporate law, mergers and acquisitions, business planning, commercial lending and contracts. He is licensed to practice in North Carolina.

    In the M&A space, Michael has successfully served as counsel to clients in a variety of industries including, without limitation, professional practice owners (dentists, doctors, lawyers, etc.), construction, industrial/manufacturing, franchises and medical equipment, effectively and efficiently closing deals ranging in size from $50K-$10MM+,

    There is no charge for this event but registration is required. Connection details sent upon registration.






    FOUNDING SPONSORS

     

     


         



        




    SILVER SPONSOR





    INAUGURAL SPONSORS















    The Sledge Organization, LLC











    • June 24, 2021
    • 4:30 PM - 6:00 PM (EDT)
    • Virtual - Connection details sent upon registration.

    Please check back for futher information.


    Registration will open a month before the event.







    FOUNDING SPONSORS

     

     


         



        




    SILVER SPONSOR





    INAUGURAL SPONSORS















    The Sledge Organization, LLC











Chapter Events

FOUNDING SPONSORS

silver sponsor

inaugural sponsors

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