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 (EST)
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.
Steven Marin
Opus Strategic Partners
DB
Deborah Ph.d. Bosley
The Plain Language Group, LLC
JP
Jack Powers
GreerWalker
BA
Brandon Allain
WA
Wesley Altman
Candace Cline
UBS
DH
Drew Hollingsworth
GS
Gordon Semeniuk
UBS
JS