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
SB
+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).
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Guests
Registrant lists may take up to 24 hours to update on Events pages.
CD
Carrie Dyckman
BGW CPA, PLLCTaja Graham
TMG Solutions Advisors
SB
Shane Brotherton
Pinnacle Financial PartnersSteven Marin
Opus Strategic PartnersReuben Hannon
First Horizon BankKristy Busija
Next Conversation Consulting
DB
Deborah Ph.d. Bosley
The Plain Language Group, LLC
JP
Jack Powers
GreerWalker
BA
Brandon Allain
WA
Wesley Altman
DH
Drew Hollingsworth
GS
Gordon Semeniuk
UBSSteve Stein
VR Business SalesEric Togneri
Neri Capital Partners
JS
Jack Shade
EE