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  • Exit Planning Exchange
Exit Planning Exchange
Apr
20

XPX Charlotte: Business Value Growth - Human Capital Investment

Details

Date & Time

Wed, Apr 20th, 2022 â‹… 3:30pm - 5:00pm (EDT)

Location

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

Tickets

XPX Charlotte Members
$0.00
Guests

Registrants

34 people attended
Scott Butler of B2B CFO is a member of XPX Charlotte
SH
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
RH
Adam Petricoff of Let's Make a Deal is a member of XPX Charlotte
+29

This is the 3rd of 5 programs focusing on strategies to improve the value of business enterprises prior to a planned exit, and the 9th in our case study series.

Business value is predicated largely on expectations for future cash flow, and workforce productivity and engagement is a major contributor to reliable cash flow.

This program will feature a panel of experts in human capital management and other areas to discuss the importance of investing in human capital to achieve predictable business results.

Moderator:


Andrew Kittelson
Senior Vice President
UBS Financial Services
XPX Charlotte Founder & Sponsorship Chair, Events Committee

Our Panel:


Dianne Chase
President & CEO
Chase Media



Chuck Cooper
Managing Member
WhiteWater Consulting


Jeff Cline
Partner
BGW CPA, PLLC

Educational Event Pricing:

Free for XPX Charlotte members and their invited guests. (Member referral is required- members must email angie@exitplanningexchange to sign up their guest)

Subsequent social event will feature a cash bar.

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© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
Scott Butler of B2B CFO is a member of XPX Charlotte
Scott Butler
B2B CFO
SH
Scott Hensley
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
LEVEL Management Partners, Inc.
RH
Russell Hughes
Hughes Realty Advisors
Adam Petricoff of Let's Make a Deal is a member of XPX Charlotte
Adam Petricoff
VR Mergers & Acquisitions
Ann Williams of Williams Advisory, PLLC is a member of XPX Charlotte
Ann Williams
JP Morgan Private Bank
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Doug Havas
Pinnacle Sales Advisors
Yvonne Levine of YGL Enterprises, Inc is a member of XPX Charlotte
Yvonne Levine
YGL Enterprises, Inc
Jeff Brinkman of New Republic Partners is a member of XPX Charlotte
Jeff Brinkman
New Republic Partners
TW
Tom Wilson
DecisionPoint Advisors
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Chuck Cooper
WhiteWater Consulting LLC
JS
Justin Spears
Justin Spears
Jack Tompkins of Pineapple Consulting Firm is a member of XPX Charlotte
Jack Tompkins
Pineapple Consulting Firm
CD
Carrie Dyckman
BGW CPA, PLLC
Jeff Cline of BGW CPA is a member of XPX Charlotte
Jeff Cline
BGW CPA
Hunter Widener of Truist - Legal Specialty Group is a member of XPX Charlotte
Hunter Widener
Truist - Legal Specialty Group
Steve Melton of Relation Insurance is a member of XPX Charlotte
Steve Melton
CCIA, Inc- R3 Risk Management Division
Andrew Kittelson of UBS Financial Services is a member of XPX Charlotte
Andrew Kittelson
UBS Financial Services
RB
Robert ("bob") Beggs
HomeTrust Bank
Gary Smith of Venn Law Group is a member of XPX Charlotte
Gary Smith
Venn Law Group
CS
Carrie Schmidt
Candace Cline of UBS is a member of XPX Charlotte
Candace Cline
UBS
BB
Brandon Blell
Be Bright Leadership
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Michelle Fritsch
Retirement Wellness Strategies
MA
Marcos Arellano
Andrew Tucker of AETucker Consulting is a member of XPX Charlotte
Andrew Tucker
Tucker Consulting
EL
Ellen Linares
HF
Scott Jones of Scott Jones Financial is a member of XPX Charlotte
Scott Jones
Scott Jones Financial
Brandy Milazzo of Summit Law is a member of XPX Charlotte
Brandy Milazzo
Ascension Law
Natalie Khoury of GreerWalker CPAs & Advisors is a member of XPX Charlotte
Natalie Khoury-Issouh
GreerWalker
JA
Jackie Austell
Goldman Sachs
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
Dianne Chase
Chase Media