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  • Exit Planning Exchange
Exit Planning Exchange
Sep
20

XPX Charlotte - Business Valuation: A deeper dive in the methods used to value a company for exit planning – (MEMBERS ONLY)

Details

Date & Time

Wed, Sep 20th, 2023 ⋅ 4:00pm - 5:00pm (EDT)

Location

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

Tickets

Charlotte Members
$0.00
Guests

Registrants

46 people attended
Allen Maupin of Edward Jones is a member of XPX Charlotte
PS
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
+41

There are several ways that a company can be valued. We’ll take a deep dive into those methods.

Also, how do valuation experts account for synergies? Price a business that is losing money? What are buyers looking for? Why do quality of earnings computations matter in a business valuations?

Moderator:


Ann Marie Williams

Executive Director
JP Morgan Private Bank

Panelists:


R. Brian Steen
, CFA, ASA, CEP
President
Steen Valuation Group


Rob Snowden

Managing Director
SouthPark Advisors


Natalie Khoury Issouch

Valuation Specialist
Greer Walker

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.
Allen Maupin of Edward Jones is a member of XPX Charlotte
Allen Maupin
Edward Jones
PS
Paul Solitario
Bray Ventures, LLC
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
SW
Seth Wheeler
Michael Stier of FocusCFO is a member of XPX Charlotte
Michael Stier
FocusCFO
Scott Butler of B2B CFO is a member of XPX Charlotte
Scott Butler
B2B CFO
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Doug Havas
Pinnacle Sales Advisors
Jeff Cline of BGW CPA is a member of XPX Charlotte
Jeff Cline
BGW CPA
Ann Williams of Williams Advisory, PLLC is a member of XPX Charlotte
Ann Williams
JP Morgan Private Bank
Jeff Brinkman of New Republic Partners is a member of XPX Charlotte
Jeff Brinkman
New Republic Partners
Paul Wehrly of Sales Xceleration is a member of XPX Charlotte
Paul Wehrly
Sales Xceleration
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Chuck Cooper
WhiteWater Consulting LLC
Candace Cline of UBS is a member of XPX Charlotte
Candace Cline
UBS
Steve Stein of VR Business Sales is a member of XPX Charlotte
Steve Stein
VR Business Sales
BS
Brian Steen
Steen Valuation Group, LLC
Steve Melton of Relation Insurance is a member of XPX Charlotte
Steve Melton
Relation Insurance
EE
Erika Erlenbach
ASCENSION LAW
MP
Mark Pompeo
Live Oak Bank
Natalie Khoury of GreerWalker CPAs & Advisors is a member of XPX Charlotte
Natalie Khoury
GreerWalker CPAs & Advisors
Andrew Kittelson of UBS Financial Services is a member of XPX Charlotte
Andrew Kittelson
UBS Financial Services
Jeff Wolfberg of CEO Focus is a member of XPX Charlotte
Jeff Wolfberg
CEO Focus
Matthew Bradbury of Business Acquisition & Merger Associates is a member of XPX Charlotte
Matthew Bradbury
Business Acquisition & Merger Associates
Robert Snowden of South Park Advisors, LLC is a member of XPX Charlotte
Robert Snowden
South Park Advisors, LLC
Adam Petricoff of Let's Make a Deal is a member of XPX Charlotte
Adam Petricoff
VR Mergers & Acquisitions
Joel Gardner of Consolidated Planning is a member of XPX Charlotte
Joel Gardner
Consolidated Planning
DK
David Kostmayer
GBK CPA
EF
Emily Fisher
Fisher Accountants
William McKee of Knowmad Digital Marketing is a member of XPX Charlotte
William McKee
Knowmad Digital Marketing
Reuben Hannon of Comerica Bank is a member of XPX Charlotte
Rueben Hannon
First Horizon
CD
Carrie Dyckman
BGW CPA, PLLC
SP
Stephanie Putala
Arthur J Gallagher
Joe Culik of Dye Culik PC is a member of XPX Charlotte
Joe Culik
Dye Culik PC
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
Dianne Chase
Chase Media and Communication
VH
Violeta Huesman
Xecutive Metrix, Co.
TR
Tom Reda
Profit Advisory Group
Craig Field of Ryan Geer Field & Rhodes PLLC is a member of XPX Charlotte
Craig Field
Ryan Geer Field & Rhodes PLLC
AM
Adrienne Matt
RP
Roy Pelkey
Pelkey Consulting Group
JT
Jonathan Tedesco
Morgan Stanley
CP
Chad Pike
CoThryve
GP
Gary Parker
Greer Walker