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  • Exit Planning Exchange
Exit Planning Exchange
Nov
17

XPX Charlotte: Business Value Growth – De-Risking a Business

Details

Date & Time

Wed, Nov 17th, 2021 ⋅ 11:30am - 1:00pm (EDT)

Location

Virtual - Connection details sent upon registration.

Tickets

Charlotte Members
$0.00
Other Chapter Members
$0.00
Guests

Registrants

20 people attended
Michael Stier of FocusCFO is a member of XPX Charlotte
Adam Petricoff of Let's Make a Deal is a member of XPX Charlotte
Matthew Bradbury of Business Acquisition & Merger Associates is a member of XPX Charlotte
Scott Jones of Scott Jones Financial is a member of XPX Charlotte
Ann Williams of Williams Advisory, PLLC is a member of XPX Charlotte
+15
This virtual monthly event will feature an informative and entertaining panel discussion between local business valuation experts. This is the 5th in the case study series.


All businesses have strengths and weaknesses, however certain weaknesses ding a company’s value more than others. In this session:

  • You’ll learn how buyers weight strengths and weaknesses to better assess how they will value a business.
  • You’ll better understand how to prioritize strategic initiatives based on how each impact perception of value for a company.
  • You’ll better understand how the process of qualifying both financial and strategic buyers will help in alleviating certain value dingers a client of yours might have today.
  • Size matters when applying multiples to M&A transactions – better understand the milestone areas where multiples increase and what is expected in a target company with that multiple increase.


CLICK HERE TO DOWNLOAD THE CASE STUDY FOR THE EVENT.


Meet Our Speakers: 


Tom Bixby
LEVEL Management Partners 
President


Michael Stier
FocusCFO 
Area President



Rob Snowden
South Park Advisors
Managing Director



Adam Boatsman
BGW CPA
Owner/ Visionary


Virtual Event Pricing:

There is no charge for this event, but registration is required. Open to all XPX Charlotte members, and first time guest(s) invited by members of XPX Charlotte.   Member must contact Angie Ellis at angie@exitplanningexchange.com to sign up their guest(s).

Connection details sent upon registration.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Michael Stier of FocusCFO is a member of XPX Charlotte
Michael Stier
FocusCFO - Carolinas
Adam Petricoff of Let's Make a Deal is a member of XPX Charlotte
Adam Petricoff
VR Mergers & Acquisitions
Matthew Bradbury of Business Acquisition & Merger Associates is a member of XPX Charlotte
Matthew Bradbury
Business Acquisition & Merger Associates
Scott Jones of Scott Jones Financial is a member of XPX Charlotte
Scott Jones
Scott Jones Financial
Ann Williams of Williams Advisory, PLLC is a member of XPX Charlotte
Ann Williams
JP Morgan Private Bank
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
LEVEL Management Partners, Inc.
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Michelle Fritsch
Retirement Wellness Strategies
TB
Ted Bachman
Bachman & Associates
Andrew Kittelson of UBS Financial Services is a member of XPX Charlotte
Andrew Kittelson
UBS Financial Services
AM
Adriana McLane
The A.M. Insight, LLC
Brandy Milazzo of Summit Law is a member of XPX Charlotte
Brandy Milazzo
Ascension Law
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Doug Havas
Pinnacle Sales Advisors
Robert Snowden of South Park Advisors, LLC is a member of XPX Charlotte
Robert Snowden
South Park Advisors, LLC
AB
Adam Boatsman
BGW CPA
EL
Ellen Linares
MassMutual Carolinas
CD
Carrie Dyckman
BGW CPA, PLLC
Yvonne Levine of YGL Enterprises, Inc is a member of XPX Charlotte
Yvonne Levine
YGL Enterprises, Inc
Jeff Wolfberg of CEO Focus is a member of XPX Charlotte
Jeff Wolfberg
FocusCEO
Steve Melton of Relation Insurance is a member of XPX Charlotte
Steve Melton
CCIA, Inc- R3 Risk Management Division
Alecia Belt of Expense Reduction Analysts is a member of XPX Charlotte
Alecia Belt
Expense Reduction Analysts