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  • Exit Planning Exchange
Exit Planning Exchange
Apr
19

XPX Charlotte: Tales of Two Businesses: From Unhealthy to Healthy and Saleable (MEMBERS ONLY)

Details

Date & Time

Wed, Apr 19th, 2023 ⋅ 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

34 people attended
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Yvonne Levine of YGL Enterprises, Inc is a member of XPX Charlotte
BB
Jeff Cline of BGW CPA is a member of XPX Charlotte
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
+29

Dependency on the owner. Eroding profits. Lack of process. Lack of control. Toxic cultures. These are all issues that create great stress for owners and devalue companies in the eyes of potential buyers.

In this session, we will explore two successful real-life exit stories from fellow XPX members. In both cases, the companies suffered from major issues like too much dependency on the owner, lack of clarity around critical processes, stagnant top lines and eroding profits, and toxic cultures. And in both cases, implementing a business system helped create clarity and alignment across the businesses, addressed these major issues head-on, and took both companies from unhealthy to healthy, saleable businesses.

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

Co-hosts:

Brandon Blell & Roy Pelkey
Professional EOS Implementers® at EOS Worldwide


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.com to sign up their guest).

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Chuck Cooper
WhiteWater Consulting LLC
Yvonne Levine of YGL Enterprises, Inc is a member of XPX Charlotte
Yvonne Levine
YGL Enterprises, Inc
BB
Brandon Blell
EOS Worldwide | Brandon E. Blell, LLC
Jeff Cline of BGW CPA is a member of XPX Charlotte
Jeff Cline
BGW CPA
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Doug Havas
Pinnacle Sales Advisors
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
Dianne Chase
Chase Media & Communications
Jeff Brinkman of New Republic Partners is a member of XPX Charlotte
Jeff Brinkman
New Republic Partners
Ann Williams of Williams Advisory, PLLC is a member of XPX Charlotte
Ann Williams
JP Morgan Private Bank
Scott Butler of B2B CFO is a member of XPX Charlotte
Scott Butler
B2B CFO
RP
Roy Pelkey
Pelkey Consulting Group
BS
Brian Steen
Steen Valuation Group, LLC
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
Robert Snowden of South Park Advisors, LLC is a member of XPX Charlotte
Robert Snowden
South Park Advisors, LLC
EL
Ellen Linares
Selwyn Financial LLC
Jeff Wolfberg of CEO Focus is a member of XPX Charlotte
Jeff Wolfberg
CEO Focus
Scott Jones of Scott Jones Financial is a member of XPX Charlotte
Scott Jones
Scott Jones Financial
Adam Petricoff of Let's Make a Deal is a member of XPX Charlotte
Adam Petricoff
VR Mergers & Acquisitions
Andrew Kittelson of UBS Financial Services is a member of XPX Charlotte
Andrew Kittelson
UBS Financial Services
PP
Peet Poillon
AS
Andreas Schuhmacher
Ardor Commercial Advisors, LLC
Joe Milam of Blue Sky Business Resources is a member of XPX Charlotte
Joe Milam
Blue Sky Advisors
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Michelle Fritsch
Retirement Wellness Strategies
Matthew Bradbury of Business Acquisition & Merger Associates is a member of XPX Charlotte
Matthew Bradbury
Business Acquisition & Merger Associates
Brandy Milazzo of Summit Law is a member of XPX Charlotte
Brandy Milazzo
Ascension Law
Steve Melton of Relation Insurance is a member of XPX Charlotte
Steve Melton
Relation Insurnace
SK
Steve Karski
TB
Tim Bartolome
Joe Culik of Dye Culik PC is a member of XPX Charlotte
Joe Culik
Dye Culik PC
Candace Cline of UBS is a member of XPX Charlotte
Candace Cline
UBS
TM
Thomas Myers
CG Financial Services
JM
Jason Ma
JP Morgan
PF
Paige Ford
JP Morgan