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  • Exit Planning Exchange
Exit Planning Exchange
Jan
17

XPX Charlotte: Market Update (Members Only + Invited Guests)

Details

Date & Time

Wed, Jan 17th, 2024 ⋅ 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

33 people attended
Adam Petricoff of Let's Make a Deal is a member of XPX Charlotte
Joel Gardner of Consolidated Planning is a member of XPX Charlotte
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Scott Jones of Scott Jones Financial is a member of XPX Charlotte
+28
We will discuss the M&A outlook for the 2024 calendar year. Please feel free to invite your clients and prospects to this event.


Moderator:


Adam Petricoff

Managing Partner
VR Business Brokers


Our Speakers:


Mark Pompeo

VP of Small Business Lending
Live Oak Bank


Adam Elmore

Principal
Carousel Capital

Agenda:

3:30 Social and Check-In
4:00 pm – 5:00 pm Programming

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.
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
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Chuck Cooper
WhiteWater Consulting LLC
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Michelle Fritsch
Retirement Wellness Strategies
Scott Jones of Scott Jones Financial is a member of XPX Charlotte
Scott Jones
Scott Jones Financial
MP
Mark Pompeo
Live Oak Bank
DK
David Kostmayer
GBK Advisors PLLC
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Doug Havas
Pinnacle Sales Advisors
Michael Stier of FocusCFO is a member of XPX Charlotte
Michael Stier
FocusCFO
Paul Wehrly of Sales Xceleration is a member of XPX Charlotte
Paul Wehrly
Sales Xceleration
PS
Paul Solitario
Bray Ventures, LLC
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
Dianne Chase
Chase Media & Communication
Robert Snowden of South Park Advisors, LLC is a member of XPX Charlotte
Robert Snowden
South Park Advisors, LLC
Ann Williams of JP Morgan Private Bank is a member of XPX Charlotte
Ann Williams
JP Morgan Private Bank
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
Seth Wheeler of Founder / Owner is a member of XPX Charlotte
Seth Wheeler
Owner - Halcyon Wealth Strategies
Craig Danforth of Bernstein Private Wealth Management is a member of XPX Charlotte
Craig Danforth
Bernstein Private Wealth Management
Candace Cline of UBS is a member of XPX Charlotte
Candace Cline
UBS
BB
Brandon Blell
EOS Worldwide | Brandon E. Blell, LLC
Andrew Kittelson of UBS Financial Services is a member of XPX Charlotte
Andrew Kittelson
UBS Financial Services
Natalie Khoury of GreerWalker CPAs & Advisors is a member of XPX Charlotte
Natalie Khoury
GreerWalker CPAs & Advisors
Jeff Wolfberg of CEO Focus is a member of XPX Charlotte
Jeff Wolfberg
CEO Focus
Andrew Tucker of AETucker Consulting is a member of XPX Charlotte
Andrew Tucker
AETucker Consulting
Brandy Milazzo of Summit Law is a member of XPX Charlotte
Brandy Milazzo
Ascencion Law
EE
Erika Erlenbach
ASCENSION LAW
Scott Butler of B2B CFO is a member of XPX Charlotte
Scott Butler
B2B CFO
Jeff Cline of BGW CPA is a member of XPX Charlotte
Jeff Cline
BGW CPA
SB
Shane Brotherton
Pinnacle Financial Partners
William McKee of Knowmad Digital Marketing is a member of XPX Charlotte
William McKee
Knowmad Digital Marketing
RP
Roy Pelkey
EOS Worldwide
JS
Jeff Sagraves
ML
Matt Levinson
Kian Capital
HS
Harm Stratman
Core 4 Business Coaching