• Home
  • Find an Advisor
  • Advisor Resource Center
  • Chapters
    • Find a Chapter
      • Atlanta
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Radio Show
        • Expo
      • Austin
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Charlotte
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Chicago
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Cleveland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Connecticut
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Dallas
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • DC Metro
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Denver
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Greater Boston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Hawaii
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Houston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Long Island
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Maryland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Nashville
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New Jersey
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New York
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Northern California
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Philadelphia
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Phoenix
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • San Antonio
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Tri-State
        • Events
        • Join
        • News
        • Summit
      • Triangle
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
    • Chapters in Development
      • Fort Worth
      • Miami
      • Piedmont Triad
      • Utah
    • Start a Chapter
    • Emerging Professionals
  • Knowledge Exchange
  • New & Upcoming
    • What’s New
    • National Calendar
  • About XPX
    • About
    • Advisor Principles
    • F.A.Q.s
  • Contact
    • Contact
    • Help
  • Login
    Sign up

    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
May
16

XPX Charlotte - Preparing for Sale; How to Make the Owner Irrelevant for Transferability (Members Only + Invited Guests)

Details

Date & Time

Thu, May 16th, 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

39 people attended
CD
Taja Graham of TMG Solutions Advisors is a member of XPX Charlotte
SB
Jeff Cline of BGW CPA is a member of XPX Charlotte
Steven Marin of SparkPPC is a member of XPX Charlotte
+34
When a business owner is looking to sell a business to a third party, the buyer will often perform due diligence to determine if the business is dependent on the continuation of the owner. Our panelists will discuss how to make the owner irrelevant for purposes of transferability to increase company value.


Moderator:


Adam Petricoff
Managing Partner
VR Business Brokers / M&A

Panelist:



Michael Stier

Area President
Carolinas; Focus CFO


Roy Pelkey
Professional EOS Implementer
EOS Worldwide



Jeff Wolfberg

President
CEO Focus of the Carolinas LLC


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).   

Make XPX Part of Your Business Plans
Attend an event
Join a chapter
Start a chapter
Find an advisor
Explore
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
Learn
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
Account
  • Login
  • Sign Up
  • Login
  • Sign Up
Connect
  • Contact
  • Become A Sponsor
  • Contact
  • Become A Sponsor
Help & Support
  • Help
  • Help
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map

© 2026 XPX Global LLC.          Privacy Policy         Norms & Principles          Site Map           Terms of Use

Paper-plane Linkedin Youtube

© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
CD
Carrie Dyckman
BGW CPA, PLLC
Taja Graham of TMG Solutions Advisors is a member of XPX Charlotte
Taja Graham
TMG Solutions Advisors
SB
Shane Brotherton
Pinnacle Financial Partners
Jeff Cline of BGW CPA is a member of XPX Charlotte
Jeff Cline
BGW CPA
Steven Marin of SparkPPC is a member of XPX Charlotte
Steven Marin
Opus Strategic Partners
Emmy Lou Burchette of Burchette & Associates, Inc. is a member of XPX Charlotte
Emmy Lou Burchette
Burchette & Associates, Inc.
Reuben Hannon of Comerica Bank is a member of XPX Charlotte
Reuben Hannon
First Horizon Bank
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
Jeff Wolfberg of CEO Focus is a member of XPX Charlotte
Jeff Wolfberg
CEO Focus
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
RP
Roy Pelkey
EOS Worldwide
MP
Mark Pompeo
Live Oak Bank
Brandy Milazzo of Summit Law is a member of XPX Charlotte
Brandy Milazzo
Summit Law
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
Dianne Chase
Chase Media & Communication
KD
Kurt Dyck
Avance Accounting, LLC
Andrew Tucker of AETucker Consulting is a member of XPX Charlotte
Andrew Tucker
AETucker Consulting
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
Kristy Busija of Next Conversation Consulting is a member of XPX Charlotte
Kristy Busija
Next Conversation Consulting
DB
Deborah Ph.d. Bosley
The Plain Language Group, LLC
Scott Jones of Scott Jones Financial is a member of XPX Charlotte
Scott Jones
Scott Jones Financial
JP
Jack Powers
GreerWalker
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
Andrew Kittelson of UBS Financial Services is a member of XPX Charlotte
Andrew Kittelson
UBS Financial Services
BA
Brandon Allain
WA
Wesley Altman
Candace Cline of UBS is a member of XPX Charlotte
Candace Cline
UBS
Dr. Elizabeth Teagarden of The Teagarden Group, LLC is a member of XPX Charlotte
Elizabeth Teagarden
CTK@work
DH
Drew Hollingsworth
Joe Culik of Dye Culik PC is a member of XPX Charlotte
Joe Culik
Dye Culik PC
Steve Melton of Relation Insurance is a member of XPX Charlotte
Steve Melton
Relation Insurnace
Adam Petricoff of Let's Make a Deal is a member of XPX Charlotte
Adam Petricoff
VR Mergers & Acquisitions
GS
Gordon Semeniuk
UBS
Steve Stein of VR Business Sales is a member of XPX Charlotte
Steve Stein
VR Business Sales
Eric Togneri of ExitOnTop is a member of XPX
Eric Togneri
Neri Capital Partners
JS
Jack Shade
EE
Erika Erlenbach
ASCENSION LAW