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  • Exit Planning Exchange
Exit Planning Exchange
Apr
17

XPX Charlotte - The Due Diligence Process: Pitfalls and Best Practices (Members Only + Invited Guests)

Details

Date & Time

Wed, Apr 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

36 people attended
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
SB
Joe Culik of Dye Culik PC is a member of XPX Charlotte
Michael Stier of FocusCFO is a member of XPX Charlotte
+31

A successful exit depends on operations, teams, systems, and culture integrations. Hear from seasoned professionals best practices in running a due diligence process.

Moderator:



Matthew Bradbury

Founder and Managing Director
Business Acquisition & Merger Associates


Panelists:


Gary Smith

Partner
Venn Law Group


Jeff Cline

Partner
BGW CPA, PLLC


Ginger Dean

Project Manager / Partner
Business Acquisition & Merger Associates


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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© 2026 XPX Global LLC. All Rights Reserved.

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
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
SB
Shane Brotherton
Pinnacle Financial Partners
Joe Culik of Dye Culik PC is a member of XPX Charlotte
Joe Dye Culik
Dye Culik PC
Michael Stier of FocusCFO is a member of XPX Charlotte
Michael Stier
FocusCFO
Adam Petricoff of Let's Make a Deal is a member of XPX Charlotte
Adam Petricoff
VR Mergers & Acquisitions
Reuben Hannon of Comerica Bank is a member of XPX Charlotte
Reuben Hannon
First Horizon Bank
PS
Paul Solitario
Bray Ventures, LLC
KD
Kurt Dyck
Avance Accounting, LLC
Shawn Garrett of Garrett, PLLC is a member of XPX Charlotte
Shawn Garrett
Garrett, PLLC
Robert Snowden of South Park Advisors, LLC is a member of XPX Charlotte
Robert Snowden
South Park Advisors, LLC
Steven Marin of SparkPPC is a member of XPX Charlotte
Steven Marin
Opus Strategic Partners
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Doug Havas
Pinnacle Sales Advisors
Paul Wehrly of Sales Xceleration is a member of XPX Charlotte
Paul Wehrly
Sales Xceleration
MP
Mark Pompeo
Live Oak Bank
Scott Jones of Scott Jones Financial is a member of XPX Charlotte
Scott Jones
Scott Jones Financial
KV
Kelly Venable
Scott Butler of B2B CFO is a member of XPX Charlotte
Scott Butler
B2B CFO
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
Gary Smith of Venn Law Group is a member of XPX Charlotte
Gary Smith
Venn Law Group
Jeff Cline of BGW CPA is a member of XPX Charlotte
Jeff Cline
BGW CPA
CD
Carrie Dyckman
BGW CPA, PLLC
Taja Graham of TMG Solutions Advisors is a member of XPX Charlotte
Taja Graham
TMG Solutions Advisors
GD
Ginger Dean
Business Acquisitions & Merger Associates
Andrew Kittelson of UBS Financial Services is a member of XPX Charlotte
Andrew Kittelson
UBS Financial Services
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
Dianne Chase
Chase Media & Communication
Emmy Lou Burchette of Burchette & Associates, Inc. is a member of XPX Charlotte
Emmy Lou Burchette
Burchette & Associates, Inc.
Ann Williams of Williams Advisory, PLLC is a member of XPX Charlotte
Ann Williams
JP Morgan Private Bank
RG
Ryan Geary
Embark
Kristy Busija of Next Conversation Consulting is a member of XPX Charlotte
Kristy Busija
Next Conversation Consulting
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Michelle Fritsch
Retirement Wellness Strategies
Sharai Lavoie of Lavoie CPA PLLC is a member of XPX Charlotte
Sharai Lavoie
Lavoie CPA PLLC
Craig Danforth of Regions Bank - Private Wealth Management is a member of XPX Charlotte
Craig Danforth
Bernstein Private Wealth
EE
Erika Erlenbach
ASCENSION LAW
Brandy Milazzo of Summit Law is a member of XPX Charlotte
Brandy Milazzo
Ascension Law