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  • Exit Planning Exchange
Exit Planning Exchange
May
18

XPX Charlotte: Business Value Growth - Developing Predictable Revenue

Details

Date & Time

Wed, May 18th, 2022 â‹… 3:30pm - 5:00pm (EDT)

Location

Capital Towers (South Building)- JP Morgan Client Service Center, 4350 Congress Street, Suite 100, Charlotte, NC 28209

Tickets

XPX Charlotte Members
$0.00
Guests

Registrants

23 people attended
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
TW
Scott Jones of Scott Jones Financial is a member of XPX Charlotte
+18

(NEW LOCATION FOR THIS EVENT)

This is the 4th of 5 programs focusing on strategies to improve the value of business enterprises prior to a planned exit, and the 8th in our case study series.

Business value is predicated largely on expectations for future cash flow, and predictable revenue is a major contributor to reliable cash flow.

This program will feature a panel of experts in marketing, sales and other areas to discuss the importance of focusing on developing predictable revenue rather than simple total revenue results.


Our Panelists:



Yvonne Levine
President
B2B Marketing Consultant
YGL Enterprises


Doug Havas
Outsourced Sales VP and Sales Consultant
Sales Xceleration®


Tom Wilson, Jr.
Managing Partner, M&A Advisor
DecisionPoint Advisors

Moderator:


Jeff Wolfberg
President, Principal
CEO Focus of the Carolinas LLC

 

Educational Event Pricing:

Free for XPX Charlotte members and their invited guests. (Member referral is required- member (not guest) 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.
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
LEVEL Management Partners, Inc.
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Doug Havas
Pinnacle Sales Advisors
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
Dianne Chase
Chase Media
TW
Tom Wilson
DecisionPoint Advisors
Scott Jones of Scott Jones Financial is a member of XPX Charlotte
Scott Jones
Scott Jones Financial
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
Scott Butler of B2B CFO is a member of XPX Charlotte
Scott Butler
B2B CFO
RW
Ryder Witter
USI Insurance Services
Michael Stier of FocusCFO is a member of XPX Charlotte
Michael Stier
FocusCFO - Carolinas
Jeff Brinkman of New Republic Partners is a member of XPX Charlotte
Jeff Brinkman
New Republic Partners
Natalie Khoury of GreerWalker CPAs & Advisors is a member of XPX Charlotte
Natalie Khoury
GreerWalker CPAs & Advisors
Steve Melton of Relation Insurance is a member of XPX Charlotte
Steve Melton
CCIA, Inc- R3 Risk Management Division
Robert Snowden of South Park Advisors, LLC is a member of XPX Charlotte
Robert Snowden
South Park Advisors, LLC
Brian Swilling of NaviPath Financial is a member of XPX Charlotte
Brian Swilling
NaviPath Financial
Andrew Kittelson of UBS Financial Services is a member of XPX Charlotte
Andrew Kittelson
UBS Financial Services
BW
Beth Wood
Law Offices of Beth A. Wood PLLC
Ann Williams of Williams Advisory, PLLC is a member of XPX Charlotte
Ann Williams
JP Morgan Private Bank
Brandy Milazzo of Summit Law is a member of XPX Charlotte
Brandy Milazzo
Ascension Law
Gary Smith of Venn Law Group is a member of XPX Charlotte
Gary Smith
Venn Law Group
JN
Junior Nyemb
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Michelle Fritsch
Retirement Wellness Strategies
JT
Jonathan Tedesco
Morgan Stanley