• 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
Sep
18

XPX Charlotte - Fall Kickoff Social & Business Exit: From a Business Owner’s Perspective; How to Best Leverage Your Team of Advisors

Details

Date & Time

Wed, Sep 18th, 2024 ⋅ 3:00pm - 5:00pm (EDT)

Location

Capital Towers Amenity Space 4350 Congress Street Sutie 150 Charlotte, NC 28209

Tickets

Charlotte Members
$0.00
Guests

Registrants

51 people attended
PC
MG
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
PS
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
+46

Prospective Members are welcome.

Please join us for a Fall Kickoff Social from 3:00-4:00 pm. Our regular programing will begin at 4:00. Let’s take an opportunity to visit with each other to kick off the next fiscal year of XPX Charlotte by gathering in the amenity space at the Capital Towers and mingle before our program.

Our speaker will share his exit journey and important insights from a business owner’s perspective on maximizing relationships with professional advisors.

Registration Fees:

No fee for XPX Charlotte members & prospective members. However, Registration is required for headcount purposes.  Wine, beer, water and light Hors D’oeuvres will be provided.

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.
PC
Perry Coumas
MG
Mary Griesser
Schooley Mitchell
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Doug Havas
Pinnacle Sales Advisors
PS
Paul Solitario
Bray Ventures, LLC
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
ML
Matt Levenson
Kian Capital
Scott Butler of B2B CFO is a member of XPX Charlotte
Scott Butler
B2B CFO
Craig Danforth of Regions Bank - Private Wealth Management is a member of XPX Charlotte
Craig Danforth
Bernstein Private Wealth Management
Reuben Hannon of Comerica Bank is a member of XPX Charlotte
Reuben Hannon
First Horizon Bank
William McKee of Knowmad Digital Marketing is a member of XPX Charlotte
William McKee
Knowmad Digital Marketing
Ann Williams of Williams Advisory, PLLC is a member of XPX Charlotte
Ann Williams
JP Morgan Private Bank
Jeff Wolfberg of CEO Focus is a member of XPX Charlotte
Jeff Wolfberg
CEO Focus
BA
Brandon Allain
Barry, Evans, Josephs & Snipes
KD
Kurt Dyck
Avance Accounting, LLC
Scott Jones of Scott Jones Financial is a member of XPX Charlotte
Scott Jones
Scott Jones Financial
EL
Ellen Linares
Corrado Financial Group
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Chuck Cooper
WhiteWater Consulting LLC
Candace Cline of UBS is a member of XPX Charlotte
Candace Cline
UBS
Paul Wehrly of Sales Xceleration is a member of XPX Charlotte
Paul Wehrly
Sales Xceleration
SB
Shane Brotherton
Pinnacle Financial Partners
JC
Jeff Cass
Impact Coaching LLC + Vistage
Taja Graham of TMG Solutions Advisors is a member of XPX Charlotte
Taja Graham
TMG Solutions Advisors
SD
Sean Driscoll
Driscoll Organizational Solutions
Kristy Busija of Next Conversation Consulting is a member of XPX Charlotte
Kristy Busija
Next Conversation Consulting
JS
Jen Schneider
Andrew Kittelson of UBS Financial Services is a member of XPX Charlotte
Andrew Kittelson
UBS Financial Services
PT
Parker Thomas
The Siegfried Group
Shawn Garrett of Garrett, PLLC is a member of XPX Charlotte
Shawn Garrett
Garrett, PLLC
Dr. Elizabeth Teagarden of The Teagarden Group, LLC is a member of XPX Charlotte
Elizabeth Teagarden
CTK@work, a division of Conrad Trosch & Kemmy, P.A.
Andrew Tucker of AETucker Consulting is a member of XPX Charlotte
Andrew Tucker
AETucker Consulting
Joel Gardner of Consolidated Planning is a member of XPX Charlotte
Joel Gardner
Consolidated Planning
KG
Karl Graf
Modera Wealth Management, LLC
DG
Drake Gens
FinTeam Business Consulting
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
Dianne Chase
Chase Media & Communication
JG
Justin Gartner
Tenet Equity
Jeff Cline of BGW CPA is a member of XPX Charlotte
Jeff Cline
BGW CPA
RM
Robert Moore
Collins, Boike & Moore PA
AH
Anna Grace Hawkins
Goldman Sachs
Erica Yount of Modera Wealth Management, LLC is a member of XPX Charlotte
Erica Yount
Modera Wealth Management, LLC
MG
Meaghan Gross
Bank of America
JS
Justin Spears
Trivest Partners
AL
Alexander Lendl
EmSpire group corp.
Matthew Bradbury of Business Acquisition & Merger Associates is a member of XPX Charlotte
Matthew Bradbury
Business Acquisition & Merger Associates
JM
Jason Ma
JP Morgan Private Bank
CY
Chris Yesh
JPMorgan Chase
Robert Snowden of South Park Advisors, LLC is a member of XPX Charlotte
Robert Snowden
South Park Advisors, LLC
Emmy Lou Burchette of Burchette & Associates, Inc. is a member of XPX Charlotte
Emmy Lou Burchette
Burchette & Associates, Inc.
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Michelle Fritsch
Retirement Wellness Strategies
BB
Brandon Blell
EOS Worldwide | Brandon E. Blell, LLC
Bishop Beall of Five Stones Advisors LLC (Sales Xceleration) is a member of XPX Charlotte
Bishop Beall
Five Stones Advisors LLC (Sales Xceleration)
Steve Stein of VR Business Sales is a member of XPX Charlotte
Steve Stein
VR Business Sales