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
Jeff R. Brinkman
New Republic PartnersScott L Butler
B2B CFODianne Chase
Chase MediaMichelle Fritsch
Retirement Wellness StrategiesDoug Havas
Pinnacle Sales AdvisorsScott M Jones
Scott Jones FinancialNatalie Khoury
GreerWalker CPAs & AdvisorsAndrew Kittelson
UBS Financial ServicesYvonne G Levine
YGL Enterprises, IncSteve A Melton
CCIA, Inc- R3 Risk Management DivisionBrandy B Milazzo
Ascension LawGary W. Smith
Venn Law GroupRobert M. Snowden
South Park Advisors, LLCMichael Stier
FocusCFO – CarolinasBrian Swilling
NaviPath FinancialAnn Marie Williams
JP Morgan Private BankTom Wilson
DecisionPoint AdvisorsJeff Wolfberg
FocusCEOBeth 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.
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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