Giving Back To Our Community
Our leaders demonstrate their dedication to the XPX mission and our local community by pitching in to ensure we have the best people in the room sharing the best content. They are role models for the kind of collaboration and long-term thinking that our members value. Please reach out to any of our leaders to learn how you too can gain visibility and influence as a volunteer for our chapter.
Leader Directory
![Brandy Milazzo of Ascension Law is a member of XPX Charlotte](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/brandy-milazzo-55293602.png)
Call Me When... To prevent legal issues from becoming an obstacle to your professional and business success.
![Michael Stier of FocusCFO is a member of XPX Charlotte](https://www.exitplanningexchange.com/wp-content/uploads/2022/10/Michael-Stier-Fractional-CFO-Outsourced-CFO-Part-time-CFO-Charlotte-NC-Upstate-SC.jpg)
Call Me When... FocusCFO is a leader in embedded fractional CFO services. Guiding entrepreneurial leaders on their climb to sustainable, transferrable business value.
![Michelle Fritsch of Retirement Wellness Strategies is a member of XPX Charlotte](https://www.exitplanningexchange.com/wp-content/uploads/2022/12/Mich_headshot-smaller.jpeg)
Call Me When... exiting leaders need solid guidance for personal health during the transition, after the transition, and new purpose in the next phase.
![Tom Bixby of EvaluSys LLC is a member of XPX Charlotte](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/tom-bixby-51411027.png)
Call Me When... A business advisor/consultant or investor needs a disciplined value growth strategy and action plan maximizing the enterprise value of client/portfolio businesses.
Call Me When... Investments, estate planning, liquidity events, managing cash
![Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte](https://www.exitplanningexchange.com/wp-content/uploads/2024/02/DOUG_HAVAS_Pic.jpg)
Call Me When... A business is looking to maximize its value through increased revenues, and looking to establish better Sales processes and infrastructure, including a CRM, forecasting, comp plans, hiring and onboarding sales personnel.
![Andrew Kittelson of UBS Financial Services is a member of XPX Charlotte](https://www.exitplanningexchange.com/wp-content/uploads/2021/05/andrew-kittelson-55201401.png)
Call Me When... You are trying to grow your business and planning for the eventual exit.
![Adam Petricoff of VR Mergers & Acquisitions is a member of XPX Charlotte](https://www.exitplanningexchange.com/wp-content/uploads/2024/04/AP-resized-photo--scaled.jpg)
Call Me When... A business owner is considering selling their privately held business and seeking professional representation
Contact & Connect
Chapter Events
Gold Sponsors
![JP Morgan Private Bank](https://www.exitplanningexchange.com/wp-content/uploads/2022/09/JP-Morgan-Private-Bank-logo.png)
Investments, estate planning, liquidity events, managing cash
Silver Sponsors
You have a client in transition that needs help making smart decisions with their money. My planning advice primarily addresses clients' cash flow, wealth protection and transfer needs as well as and philanthropy.
![Summit Law](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/AL-Logo-FC-Square-955x1024.png)
![Summit Law](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/AL-Logo-FC-Square-955x1024.png)
![Summit Law](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/AL-Logo-FC-Square-955x1024.png)
![Summit Law](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/AL-Logo-FC-Square-955x1024.png)
![Summit Law](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/AL-Logo-FC-Square-955x1024.png)
![Summit Law](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/AL-Logo-FC-Square-955x1024.png)
To prevent legal issues from becoming an obstacle to your professional and business success.
![UBS Financial Services](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/ubs-logo.png)
![UBS Financial Services](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/ubs-logo.png)
![UBS Financial Services](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/ubs-logo.png)
You are trying to grow your business and planning for the eventual exit.
![VR Mergers & Acquisitions](https://www.exitplanningexchange.com/wp-content/uploads/2023/08/vr-color-logo-Business-Sales-1024x284.jpg)
![VR Mergers & Acquisitions](https://www.exitplanningexchange.com/wp-content/uploads/2023/08/vr-color-logo-Business-Sales-1024x284.jpg)
![VR Mergers & Acquisitions](https://www.exitplanningexchange.com/wp-content/uploads/2023/08/vr-color-logo-Business-Sales-1024x284.jpg)
A business owner is considering selling their privately held business and seeking professional representation
![South Park Advisors, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/SPA-hort-fullcolorlogo.png)
![South Park Advisors, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/SPA-hort-fullcolorlogo.png)
![South Park Advisors, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/SPA-hort-fullcolorlogo.png)
Business Valuation Specialist | Buy-Side & Sell-Side ESOP Advisory | Exit Planning | Transaction Advisory | Estate & Gift Tax | Financial Reporting | Litigation | Family Law
Bronze Sponsors
![BGW CPA, PLLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/BGW-CPA_logo.png)
![BGW CPA, PLLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/BGW-CPA_logo.png)
![BGW CPA, PLLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/BGW-CPA_logo.png)
You are looking for tax planning and consulting, financial statements for lenders, bonding companies, private equity investors; you're 5 - 10 years away from retiring and you'd like to create the best enterprise value possible for the company.
![Business Acquisition & Merger Associates](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Business-Acquisition-Merger-Associates.png)
![Business Acquisition & Merger Associates](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Business-Acquisition-Merger-Associates.png)
![Business Acquisition & Merger Associates](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Business-Acquisition-Merger-Associates.png)
You have a client looking to sell, execute a management buy-out, recapitalize their business or buy other companies
![WhiteWater Consulting LLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/01/WWC-Logo-300dpi.jpg)
![WhiteWater Consulting LLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/01/WWC-Logo-300dpi.jpg)
![WhiteWater Consulting LLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/01/WWC-Logo-300dpi.jpg)
The greatest asset a company has is its people. We stand ready to serve when you have questions or needs regarding a comprehensive HR strategy, employee engagement and company culture.
![FocusCFO](https://www.exitplanningexchange.com/wp-content/uploads/2022/10/focuscfo_climbthemountain-1024x418.jpg)
![FocusCFO](https://www.exitplanningexchange.com/wp-content/uploads/2022/10/focuscfo_climbthemountain-1024x418.jpg)
![FocusCFO](https://www.exitplanningexchange.com/wp-content/uploads/2022/10/focuscfo_climbthemountain-1024x418.jpg)
FocusCFO is a leader in embedded fractional CFO services. Guiding entrepreneurial leaders on their climb to sustainable, transferrable business value.