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  • Exit Planning Exchange
Exit Planning Exchange
Oct
16

XPX Charlotte: Why Deals Fail (Members Only + Invited Guests)

Details

Date & Time

Wed, Oct 16th, 2024 ⋅ 3:30pm - 5:00pm (EDT)

Location

JP Morgan Client Service Center War Room 4350 Congress Street Suite 100 Charlotte, NC 28209-4865

Tickets

Charlotte Members
$0.00
Guests

Registrants

30 people attended
William McKee of Knowmad Digital Marketing is a member of XPX Charlotte
William McKee of Knowmad Digital Marketing is a member of XPX Charlotte
Seth Wheeler of Rockefeller Global Family Office & Capital Management is a member of XPX Charlotte
Joanna Beck of Beck Insights is a member of XPX Charlotte
FM
+25

Our panel will share experiences of deals that crashed and burned and deals that made it over the finish line, but later turned to lemons. We welcome a discussion on lessons learned, how to set proper expectations, and mitigate hazards.

Moderator:


Ann Marie Williams

Executive Director
JP Morgan Private Bank

Panelists:


Brandy Milazzo

Co-Founder
Summit Law


David Kostmayer

Member
GBK Peabody, PLLC


Michelle Fritsch

Co-Founder
Propel Comprehensive Wellness


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).   

MEMBERS – PLEASE NOTE THAT THIS IS NOT OUR REGULAR MEETING LOCATION!

JP Morgan Client Service Center
War Room
4350 Congress Street
Suite 100
Charlotte, NC 28209-4865


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
William McKee of Knowmad Digital Marketing is a member of XPX Charlotte
William McKee
Knowmad Digital Marketing
Seth Wheeler of Rockefeller Global Family Office & Capital Management is a member of XPX Charlotte
Seth Wheeler
Principal - Halcyon Wealth Strategies
Joanna Beck of Beck Insights is a member of XPX Charlotte
Joanna Beck
Beck Insights
FM
Frank Martin
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Chuck Cooper
WhiteWater Consulting LLC
Shawn Garrett of Garrett, PLLC is a member of XPX Charlotte
Shawn Garrett
Garrett, PLLC
DK
David Kostmayer
GBK Advisors PLLC
Jeff Wolfberg of CEO Focus is a member of XPX Charlotte
Jeff Wolfberg
CEO Focus
Steve Stein of VR Business Sales is a member of XPX Charlotte
Steve Stein
VR Business Sales
PS
Paul Solitario
Bray Ventures, LLC
Matthew Bradbury of Business Acquisition & Merger Associates is a member of XPX Charlotte
Matthew Bradbury
Business Acquisition & Merger Associates
Michael Stier of FocusCFO is a member of XPX Charlotte
Michael Stier
FocusCFO
KD
Kurt Dyck
Avance Accounting, LLC
Candace Cline of UBS is a member of XPX Charlotte
Candace Cline
UBS
Ann Williams of Williams Advisory, PLLC is a member of XPX Charlotte
Ann Williams
JP Morgan Private Bank
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
RP
Roy Pelkey
EOS Worldwide
ML
Matt Levenson
Kian Capital
EE
Erika Erlenbach
SUMMIT LAW
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Michelle Fritsch
Retirement Wellness Strategies
GB
Greg Bartell
Paul Wehrly of Sales Xceleration is a member of XPX Charlotte
Paul Wehrly
Sales Xceleration
Craig Danforth of Regions Bank - Private Wealth Management is a member of XPX Charlotte
Craig Danforth
Bernstein Private Wealth Management
Kristy Busija of Next Conversation Consulting is a member of XPX Charlotte
Kristy Busija
Next Conversation Consulting
Joe Culik of Dye Culik PC is a member of XPX Charlotte
Joe Culik
Dye Culik PC
MP
Mark Pompeo
Live Oak Bank
RM
Robert Moore
Collins, Boike & Moore PA
Andrew Kittelson of UBS Financial Services is a member of XPX Charlotte
Andrew Kittelson
UBS Financial Services
Scott Butler of B2B CFO is a member of XPX Charlotte
Scott Butler
B2B CFO