• Home
  • Find an Advisor
  • Advisor Resource Center
  • Chapters
    • Find a Chapter
      • Atlanta
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Radio Show
        • Expo
      • Austin
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Charlotte
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Chicago
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Cleveland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Connecticut
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Dallas
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • DC Metro
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Denver
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Greater Boston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Hawaii
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Houston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Long Island
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Maryland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Nashville
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New Jersey
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New York
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Northern California
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Philadelphia
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Phoenix
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • San Antonio
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Tri-State
        • Events
        • Join
        • News
        • Summit
      • Triangle
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
    • Chapters in Development
      • Fort Worth
      • Miami
      • Piedmont Triad
      • Utah
    • Start a Chapter
    • Emerging Professionals
  • Knowledge Exchange
  • New & Upcoming
    • What’s New
    • National Calendar
  • About XPX
    • About
    • Advisor Principles
    • F.A.Q.s
  • Contact
    • Contact
    • Help
  • Login
    Sign up

    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Feb
16

XPX Charlotte: Current Deal Environment & Market Update – In-Person Member & Client Event with Subsequent Social

Details

Date & Time

Wed, Feb 16th, 2022 ⋅ 3:30pm - 7:00pm (EDT)

Location

Capital Towers - Training Ctr; 4250 Congress Street, Suite 150; Charlotte, NC 28209

Tickets

Charlotte Member Guest
$0.00
Charlotte Members
$0.00
Guests

Registrants

56 people attended
Ann Williams of Williams Advisory, PLLC is a member of XPX Charlotte
Yvonne Levine of YGL Enterprises, Inc is a member of XPX Charlotte
Hunter Widener of Truist - Legal Specialty Group is a member of XPX Charlotte
Michael Stier of FocusCFO is a member of XPX Charlotte
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
+51

Members: you are encouraged to INVITE CLIENTS to this IN-PERSON event, and the subsequent social.

We are excited to feature a panel of local deal experts sharing their experiences and perspective coming out of a dynamic year for M&A / Exit deal making, and their views for the coming year.

Members are encouraged to invite any business owner clients who may be interested. This should be an informative and lively (bordering on entertaining!) panel discussion. There will be an extensive Q&A session, so please bring your questions & interests!

*** To invite clients, members MUST notify Angie Ellis via email at angie@exitplanningexchange.com with names of your guests. ***

This educational session will run from 3:30pm to 5pm.

Immediately following will be our monthly social. Open to members and their guests. To be held at a venue close by.

COVID-19 PROTOCOL

In accordance with state & local guidance and the requirements of our event hosts, all attendees must wear face coverings in all common areas.


Panelists: 



Adam Petricoff
VR Business Brokers/Mergers & Acquisitions
Managing Partner



Matt Melago
Greenwich Capital Group
Managing Director

Scott Joyce
J.P. Morgan
Managing Director, Investment Banking


Jonathan Dry
MBL Advisors Inc.
Partner


Moderator:


Ann Marie Williams
J.P. Morgan Private Bank
Executive Director 


Educational Event Pricing:

Free for XPX Charlotte members and their invited guests. 

Subsequent social event will feature a cash bar.

By attending this event, you voluntarily assume any and all risks associated with exposure to COVID-19 and you hereby release, waive and hold XPX Global and XPX Charlotte harmless from any illness, inju-ry or damages incurred by you in connection with your attendance at the event.


Make XPX Part of Your Business Plans
Attend an event
Join a chapter
Start a chapter
Find an advisor
Explore
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
Learn
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
Account
  • Login
  • Sign Up
  • Login
  • Sign Up
Connect
  • Contact
  • Become A Sponsor
  • Contact
  • Become A Sponsor
Help & Support
  • Help
  • Help
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map

© 2026 XPX Global LLC.          Privacy Policy         Norms & Principles          Site Map           Terms of Use

Paper-plane Linkedin Youtube

© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
Ann Williams of Williams Advisory, PLLC is a member of XPX Charlotte
Ann Williams
JP Morgan Private Bank
Yvonne Levine of YGL Enterprises, Inc is a member of XPX Charlotte
Yvonne Levine
YGL Enterprises, Inc
Hunter Widener of Truist - Legal Specialty Group is a member of XPX Charlotte
Hunter Widener
Truist - Legal Specialty Group
Michael Stier of FocusCFO is a member of XPX Charlotte
Michael Stier
FocusCFO - Carolinas
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Doug Havas
Pinnacle Sales Advisors
Jack Tompkins of Pineapple Consulting Firm is a member of XPX Charlotte
Jack Tompkins
Pineapple Consulting Firm
RH
Russell Hughes
Hughes Realty Advisors
Steve Melton of Relation Insurance is a member of XPX Charlotte
Steve Melton
CCIA, Inc- R3 Risk Management Division
Brian Swilling of NaviPath Financial is a member of XPX Charlotte
Brian Swilling
NaviPath Financial
Joe Donlevy of Filmore Capital is a member of XPX Charlotte
Joe Donlevy
Filmore Capital
Adam Petricoff of Let's Make a Deal is a member of XPX Charlotte
Adam Petricoff
VR Mergers & Acquisitions
Gary Smith of Venn Law Group is a member of XPX Charlotte
Gary Smith
Venn Law Group
Andrew Kittelson of UBS Financial Services is a member of XPX Charlotte
Andrew Kittelson
UBS Financial Services
Jeff Brinkman of New Republic Partners is a member of XPX Charlotte
Jeff Brinkman
AA
Jeff Wolfberg of CEO Focus is a member of XPX Charlotte
Jeff Wolfberg
FocusCEO
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
LEVEL Management Partners, Inc.
Matthew Bradbury of Business Acquisition & Merger Associates is a member of XPX Charlotte
Matthew Bradbury
Business Acquisition & Merger Associates
Matt Melago of Opportunity Capital is a member of XPX Charlotte
Matt Melago
Greenwich Capital Group
Scott Jones of Scott Jones Financial is a member of XPX Charlotte
Scott Jones
Scott Jones Financial
CD
Carrie Dyckman
BGW CPA, PLLC
Jeff Cline of BGW CPA is a member of XPX Charlotte
Jeff Cline
BGW CPA
JD
Jonathan Dry
MBL Advisors
SJ
Scott Joyce
JP Morgan
TW
Taylor Wade
MBL Advisors
KZ
Kathleen Zicari
Natalie Khoury of GreerWalker CPAs & Advisors is a member of XPX Charlotte
Natalie Khoury
JG
John Griffith
TeamLogic IT of South Charlotte
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Chuck Cooper
WhiteWater Consulting LLC
Alecia Belt of Expense Reduction Analysts is a member of XPX Charlotte
Alecia Belt
Expense Reduction Analysts
PH
Patrick Harris
NFP
MS
Marvin Smith
Shuford Yarns LLC
GS
Grant Smith
Shuford Yarns LLC
AS
Andrea Smith
JP Morgan
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Michelle Fritsch
Retirement Wellness Strategies
Robert Snowden of South Park Advisors, LLC is a member of XPX Charlotte
Robert Snowden
South Park Advisors, LLC
JB
Jade Boling
TY
Todd Youngblood
TY
Tara Youngblood
KS
Kevin Seidehamel
JP
Justin Pateman
Solve Industrial Motion Group
PW
Peirce Ward
Financial Services Professional MassMutual Carolinas
BG
Bill Goodyear
SH
Scott Hensley
BJ
Brian Johnson
RR
Ronnie Roberts
Southeastern Liquid Analyzers, Inc.
Scott Butler of B2B CFO is a member of XPX Charlotte
Scott Butler
B2B CFO
Ronald Benedict of PNC Wealth Management is a member of XPX Charlotte
Ronald Benedict
PNC Wealth Management
MM
Mario Mendigana
DP
David Preston
TS
Tom Smith
TG
Tom Gibson
Decision Path HR
RG
Robin Gibson
Decision Path HR
TM
Trevor Marticke
Co-Founder of RealtyAds
RC
Robby Carney
Dualboot Partners
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
Dianne Chase
Chase Media
ML
Matt Levinson
Kian Capital