18
May
XPX Charlotte: Business Value Growth - Developing Predictable Revenue
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Event Information

Date & Time

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

Location

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

Status

XPX Registration Closed

Price

Charlotte Member Guest $0.00
XPX Charlotte Members $0.00

Tom Bixby of LEVEL Management Partners, Inc. is a member of XPX Charlotte
Tom Bixby
LEVEL Management Partners, Inc.
Jeff Brinkman of New Republic Partners is a member of XPX Charlotte
Jeff R. Brinkman
New Republic Partners
Dianne Chase
Chase Media
Michelle Fritsch of Retirement Wellness Strategies is a member of XPX Charlotte
Michelle Fritsch
Retirement Wellness Strategies
Doug Havas
Pinnacle Sales Advisors
Scott Jones of Scott Jones Financial is a member of XPX Charlotte
Scott M Jones
Scott Jones Financial
Natalie Khoury of GreerWalker CPAs & Advisors is a member of XPX Charlotte
Natalie Khoury
GreerWalker CPAs & Advisors
Andrew Kittelson of UBS Financial Services is a member of XPX Charlotte
Andrew Kittelson
UBS Financial Services
Yvonne Levine of YGL Enterprises, Inc is a member of XPX Charlotte
Yvonne G Levine
YGL Enterprises, Inc
Steve Melton of CCIA, Inc- R3 Risk Management Division is a member of XPX Charlotte
Steve A Melton
CCIA, Inc- R3 Risk Management Division
Brandy Milazzo of Ascension Law is a member of XPX Charlotte
Brandy B Milazzo
Ascension Law
Junior Nyemb
Gary Smith of Venn Law Group is a member of XPX Charlotte
Gary W. Smith
Venn Law Group
Robert Snowden of South Park Advisors, LLC is a member of XPX Charlotte
Robert M. Snowden
South Park Advisors, LLC
Michael Stier of FocusCFO - Carolinas is a member of XPX Charlotte
Michael Stier
FocusCFO – Carolinas
Brian Swilling of NaviPath Financial is a member of XPX Charlotte
Brian Swilling
NaviPath Financial
Jonathan Tedesco
Morgan Stanley
Ann Marie Williams
JP Morgan Private Bank
Tom Wilson
DecisionPoint Advisors
Ryder Witter
USI Insurance Services
Jeff Wolfberg
FocusCEO
Beth A Wood
Law Offices of Beth A. Wood PLLC

(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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