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  • Exit Planning Exchange
Exit Planning Exchange
Jan
18

XPX Charlotte: The value-add of valuation services in exit planning (MEMBERS ONLY)

Details

Date & Time

Wed, Jan 18th, 2023 â‹… 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

29 people attended
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
AG
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Yvonne Levine of YGL Enterprises, Inc is a member of XPX Charlotte
Robert Snowden of South Park Advisors, LLC is a member of XPX Charlotte
+24

Please join us for an informative session facilitated by 3 fellow XPX CLT members who are our resident business valuation experts.

This panel of experts will cover topics across the exit planning spectrum. The panel will address when valuation services are needed, why you need an expert and how a valuation and valuation professional can play a critical role to a successful exit for a business.

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

Panelists:

Natalie Khoury-Issouh
Manager, Forensic and Valuation Services
GreerWalker

Brian Steen
President
Steen Valuation Group

Robert Snowden
Founder/Managing Director
South Park Advisors

Educational Event Pricing:

No fee for XPX Charlotte members and first-time guests. However, Registration is required for headcount purposes.

(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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© 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
EvaluSys LLC
AG
Ashley Gautreaux
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Doug Havas
Pinnacle Sales Advisors
Yvonne Levine of YGL Enterprises, Inc is a member of XPX Charlotte
Yvonne Levine
YGL Enterprises, Inc
Robert Snowden of South Park Advisors, LLC is a member of XPX Charlotte
Robert Snowden
South Park Advisors, LLC
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Chuck Cooper
WhiteWater Consulting LLC
Adam Petricoff of Let's Make a Deal is a member of XPX Charlotte
Adam Petricoff
VR Mergers & Acquisitions
Jeff Brinkman of New Republic Partners is a member of XPX Charlotte
Jeff Brinkman
New Republic Partners
Scott Butler of B2B CFO is a member of XPX Charlotte
Scott Butler
B2B CFO
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
Dianne Chase
Chase Media
Matt Melago of Opportunity Capital is a member of XPX Charlotte
Matt Melago
Greenwich Capital Group
Michael Stier of FocusCFO is a member of XPX Charlotte
Michael Stier
FocusCFO
Natalie Khoury of GreerWalker CPAs & Advisors is a member of XPX Charlotte
Natalie Khoury
GreerWalker CPAs & Advisors
Dr. Elizabeth Teagarden of The Teagarden Group, LLC is a member of XPX Charlotte
Elizabeth Teagarden
CTK@work, a division of Conrad Trosch & Kemmy, P.A.
Ann Williams of Williams Advisory, PLLC is a member of XPX Charlotte
Ann Williams
JP Morgan Private Bank
BB
Brandon Blell
EOS Worldwide | Brandon E. Blell, LLC
Scott Jones of Scott Jones Financial is a member of XPX Charlotte
Scott Jones
Scott Jones Financial
Jeff Wolfberg of CEO Focus is a member of XPX Charlotte
Jeff Wolfberg
CEO Focus
BS
Brian Steen
Steen Valuation Group, LLC
Steve Melton of Relation Insurance is a member of XPX Charlotte
Steve Melton
Relation Insurnace
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Michelle Fritsch
Retirement Wellness Strategies
Andrew Kittelson of UBS Financial Services is a member of XPX Charlotte
Andrew Kittelson
UBS Financial Services
Sharai Lavoie of Lavoie CPA PLLC is a member of XPX Charlotte
Sharai Lavoie
Lavoie CPA PLLC
Andrew Tucker of AETucker Consulting is a member of XPX Charlotte
Andrew Tucker
AETucker Consulting
RP
Roy Pelkey
Pelkey Consulting Group
Jeff Cline of BGW CPA is a member of XPX Charlotte
Jeff Cline
BGW CPA
TM
Thomas Myers
CG Financial Services
EL
Ellen Linares
Selwyn Financial LLC
Ronald Benedict of PNC Wealth Management is a member of XPX Charlotte
Ronald Benedict
PNC Wealth Management