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  • Exit Planning Exchange
Exit Planning Exchange
Jun
15

XPX Charlotte: Business Value Growth - Strategic Acquisitions

Details

Date & Time

Wed, Jun 15th, 2022 ⋅ 3:30pm - 5:00pm (EDT)

Location

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

Tickets

Charlotte Members
$0.00
Guests

Registrants

25 people attended
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
SD
MR
KR
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
+20

This is the 5th of 5 programs focusing on strategies to improve the value of business enterprises prior to a planned exit, and the 10th in our case study series.

Business value is predicated largely on expectations for future cash flow, and strategic acquisitions may be an important tool to rapidly grow the size, value and attractiveness of a business.

This program will feature a panel of experts in M&A, finance and other areas to discuss the role a strategic acquisitions program can play in enterprise value growth.

Our Panelists:

Moderator


Adam Petricoff 

Managing Partner
VR Business Brokers/Mergers & Acquisitions


Our Speakers :


Michael Stier

Area President – Carolinas & Director of Market Development
FocusCFO



Sharai Lavoie

Managing Member
Lavoie CPA PLLC


Matt Bradbury

Managing Director
Business Acquisition & Merger Associates


Gary Smith

Venn Law Group
Managing Member


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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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.
SD
Sherre’ Demao
MR
Michael Roloson
KR
Ken Reda
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
Dianne Chase
Chase Media
Ann Williams of Williams Advisory, PLLC is a member of XPX Charlotte
Ann Williams
JP Morgan Private Bank
Joe Donlevy of Filmore Capital is a member of XPX Charlotte
Joe Donlevy
Filmore Capital
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Doug Havas
Pinnacle Sales Advisors
Candace Cline of UBS is a member of XPX Charlotte
Candace Cline
UBS
Adam Petricoff of Let's Make a Deal is a member of XPX Charlotte
Adam Petricoff
VR Mergers & Acquisitions
Michael Stier of FocusCFO is a member of XPX Charlotte
Michael Stier
FocusCFO - Carolinas
SN
Sulayman Nyang
Edward Jones
Matthew Bradbury of Business Acquisition & Merger Associates is a member of XPX Charlotte
Matthew Bradbury
Business Acquisition & Merger Associates
TW
Tom Wilson
DecisionPoint Advisors
Andrew Kittelson of UBS Financial Services is a member of XPX Charlotte
Andrew Kittelson
UBS Financial Services
Scott Butler of B2B CFO is a member of XPX Charlotte
Scott Butler
B2B CFO
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
Jack Tompkins of Pineapple Consulting Firm is a member of XPX Charlotte
Jack Tompkins
Pineapple Consulting Firm
Sharai Lavoie of Lavoie CPA PLLC is a member of XPX Charlotte
Sharai Lavoie
Lavoie CPA PLLC
Gary Smith of Venn Law Group is a member of XPX Charlotte
Gary Smith
Venn Law Group
RP
Roy Pelkey
Pelkey Consulting Group
TB
Tim Bartolome
JA
Jackie Austell
Goldman Sachs
Robert Snowden of South Park Advisors, LLC is a member of XPX Charlotte
Robert Snowden
South Park Advisors, LLC