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  • Exit Planning Exchange
Exit Planning Exchange
Oct
19

XPX Charlotte: Overview of Exit Options and evaluating the ‘Right Fit’ for an owner (MEMBERS ONLY)

Details

Date & Time

Wed, Oct 19th, 2022 ⋅ 3:30pm - 5:00pm (EDT)

Location

Capitol Towers Training Center 4250 Congress Street, Suite 150; Charlotte, NC 28209

Tickets

Charlotte Members
$0.00
Guests

Registrants

35 people attended
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Adam Petricoff of Let's Make a Deal is a member of XPX Charlotte
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Jeff Brinkman of New Republic Partners is a member of XPX Charlotte
Michael Stier of FocusCFO is a member of XPX Charlotte
+30

As owners contemplate exit, it is important for them to understand and consider the full range of options open to them. Including the pros & cons of each as they relate to the priorities and goals for the business and the owner.

Please join us for an interactive session where panelists and attending members share real life client situations and war stories.

And, as usual, we will continue the community building via our social hour immediately following the event.


Panelists:
Jim Benedict
Brandy Milazzo
Ann Marie Williams

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.
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Doug Havas
Pinnacle Sales Advisors
Adam Petricoff of Let's Make a Deal is a member of XPX Charlotte
Adam Petricoff
VR Mergers & Acquisitions
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Chuck Cooper
WhiteWater Consulting LLC
Jeff Brinkman of New Republic Partners is a member of XPX Charlotte
Jeff Brinkman
New Republic Partners
Michael Stier of FocusCFO is a member of XPX Charlotte
Michael Stier
FocusCFO - Carolinas
Ann Williams of Williams Advisory, PLLC is a member of XPX Charlotte
Ann Williams
JP Morgan Private Bank
Scott Jones of Scott Jones Financial is a member of XPX Charlotte
Scott Jones
Scott Jones Financial
Candace Cline of UBS is a member of XPX Charlotte
Candace Cline
UBS
Matthew Bradbury of Business Acquisition & Merger Associates is a member of XPX Charlotte
Matthew Bradbury
Business Acquisition & Merger Associates
Matt Melago of Opportunity Capital is a member of XPX Charlotte
Matt Melago
Greenwich Capital Group
Yvonne Levine of YGL Enterprises, Inc is a member of XPX Charlotte
Yvonne Levine
YGL Enterprises, Inc
Andrew Tucker of AETucker Consulting is a member of XPX Charlotte
Andrew Tucker
AETucker Consulting
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
LEVEL Management Partners, Inc.
BS
Brian Steen
Steen Valuation Group, LLC
PW
Peirce Ward
Financial Services Professional MassMutual Carolinas
TW
Tom Wilson
DecisionPoint Advisors
Scott Butler of B2B CFO is a member of XPX Charlotte
Scott Butler
B2B CFO
DL
Dean Lovett
C-suite Consulting
Brian Swilling of NaviPath Financial is a member of XPX Charlotte
Brian Swilling
NaviPath Financial
Natalie Khoury of GreerWalker CPAs & Advisors is a member of XPX Charlotte
Natalie Khoury
GreerWalker CPAs & Advisors
EL
Ellen Linares
Selwyn Financial LLC
Jack Tompkins of Pineapple Consulting Firm is a member of XPX Charlotte
Jack Tompkins
Pineapple Consulting Firm
Steve Melton of Relation Insurance is a member of XPX Charlotte
Steve Melton
Relation Insurnace
BB
Bob Battista
B2B CFO
CD
Carrie Dyckman
BGW CPA, PLLC
Brandy Milazzo of Summit Law is a member of XPX Charlotte
Brandy Milazzo
Ascension Law
Ronald Benedict of PNC Wealth Management is a member of XPX Charlotte
Ronald Benedict
PNC Wealth Management
Robert Snowden of South Park Advisors, LLC is a member of XPX Charlotte
Robert Snowden
South Park Advisors, LLC
Jeff Wolfberg of CEO Focus is a member of XPX Charlotte
Jeff Wolfberg
CEO Focus
Andrew Kittelson of UBS Financial Services is a member of XPX Charlotte
Andrew Kittelson
UBS Financial Services
Joe Donlevy of Filmore Capital is a member of XPX Charlotte
Joe Donlevy
Filmore Capital
NW
Nick Whitney
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Michelle Fritsch
Retirement Wellness Strategies
BB
Brandon Blell
EOS Worldwide | Brandon E. Blell, LLC
EE
Erika Erlenbach
ASCENSION LAW