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    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Feb
21

XPX Charlotte: Is Your Business Bankable? (Members Only + Invited Guests)

Details

Date & Time

Wed, Feb 21st, 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

43 people attended
MP
Joel Gardner of Consolidated Planning is a member of XPX Charlotte
William McKee of Knowmad Digital Marketing is a member of XPX Charlotte
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
Steven Marin of SparkPPC is a member of XPX Charlotte
+38

The right business acquisition finance depends on your business, the business being acquired, and where both are in their cycle. Understanding which method to fund a deal goes to the core of good M&A advice.

Moderator:


Matthew Bradbury

Managing Director
Business Acquisition & Merger Associates


Our Speakers:



Joseph Alala,
III
Founder & CEO
Capitala



Rich Jones

Partner
Zabel Companies



Chris Yesh

VP – Business Banker
Chase Bank


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.
MP
Mark Pompeo
Live Oak Bank
Joel Gardner of Consolidated Planning is a member of XPX Charlotte
Joel Gardner
Consolidated Planning
William McKee of Knowmad Digital Marketing is a member of XPX Charlotte
William McKee
Knowmad Digital Marketing
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
Dianne Chase
Chase Media & Communication
Steven Marin of SparkPPC is a member of XPX Charlotte
Steven Marin
Opus Strategic Partners
Shawn Garrett of Garrett, PLLC is a member of XPX Charlotte
Shawn Garrett
Garrett, PLLC
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Doug Havas
Pinnacle Sales Advisors
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
Jeff Cline of BGW CPA is a member of XPX Charlotte
Jeff Cline
BGW CPA
Adam Petricoff of Let's Make a Deal is a member of XPX Charlotte
Adam Petricoff
VR Mergers & Acquisitions
PS
Paul Solitario
Bray Ventures, LLC
Scott Jones of Scott Jones Financial is a member of XPX Charlotte
Scott Jones
Scott Jones Financial
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Chuck Cooper
WhiteWater Consulting LLC
SB
Shane Brotherton
Pinnacle Financial Partners
Steve Melton of Relation Insurance is a member of XPX Charlotte
Steve Melton
Relation Insurnace
Ann Williams of Williams Advisory, PLLC is a member of XPX Charlotte
Ann Williams
JP Morgan Private Bank
Candace Cline of UBS is a member of XPX Charlotte
Candace Cline
UBS
Michael Stier of FocusCFO is a member of XPX Charlotte
Michael Stier
FocusCFO
Jeff Wolfberg of CEO Focus is a member of XPX Charlotte
Jeff Wolfberg
CEO Focus
BY
Brandon Young
Matthew Bradbury of Business Acquisition & Merger Associates is a member of XPX Charlotte
Matthew Bradbury
Business Acquisition & Merger Associates
JC
Jeff Cass
Joe Culik of Dye Culik PC is a member of XPX Charlotte
Joe Dye Culik
Dye Culik PC
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
Ascension Law
LR
Lauren Robinson
GQ
George Quinn
Steve Stein of VR Business Sales is a member of XPX Charlotte
Steve Stein
VR Business Sales
Erica Yount of Modera Wealth Management, LLC is a member of XPX Charlotte
Erica Yount
Modera Wealth Management, LLC
TT
Tim Turrittin
One Domino
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Michelle Fritsch
Retirement Wellness Strategies
EL
Ellen Linares
Selwyn Financial LLC
Andrew Kittelson of UBS Financial Services is a member of XPX Charlotte
Andrew Kittelson
UBS Financial Services
Craig Danforth of Regions Bank - Private Wealth Management is a member of XPX Charlotte
Craig Danforth
Bernstein Private Wealth Management
Taja Graham of TMG Solutions Advisors is a member of XPX Charlotte
Taja Graham
TMG Solutions Advisors
HS
Harm Stratman
Core 4 Business Coaching
EE
Erika Erlenbach
ASCENSION LAW
CD
Carrie Dyckman
BGW CPA, PLLC
Dr. Elizabeth Teagarden of The Teagarden Group, LLC is a member of XPX Charlotte
Elizabeth Teagarden
CTK@work
RP
Roy Pelkey
EOS Worldwide
CM
Corrina Medellin
Bank of America