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  • Exit Planning Exchange
Exit Planning Exchange
Jan
15

XPX Charlotte: Important Changes in SBA Lending

Details

Date & Time

Wed, Jan 15th, 2025 ⋅ 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

45 people attended
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Robert Snowden of South Park Advisors, LLC is a member of XPX Charlotte
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
PS
Ann Williams of Williams Advisory, PLLC is a member of XPX Charlotte
+40

Mark with share the important changes and improvements that have taken place in SBA lending and how you may leverage these important changes in discussions with your clients.

Moderator:


Adam Petricoff

Managing Partner
VR Business Brokers


Speaker:


Mark Pompeo

Senior Vice President
Live Oak Bank


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 (not guest) must email angie@exitplanningexchange.com to register their guest).   

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
Robert Snowden of South Park Advisors, LLC is a member of XPX Charlotte
Robert Snowden
South Park Advisors, LLC
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Doug Havas
Pinnacle Sales Advisors
PS
Paul Solitario
Bray Ventures, LLC
Ann Williams of Williams Advisory, PLLC is a member of XPX Charlotte
Ann Williams
JP Morgan Private Bank
Steve Melton of Relation Insurance is a member of XPX Charlotte
Steve Melton
Relation Insurnace
KD
Kurt Dyck
Avance Accounting, LLC
Jeff Wolfberg of CEO Focus is a member of XPX Charlotte
Jeff Wolfberg
CEO Focus
Scott Jones of Scott Jones Financial is a member of XPX Charlotte
Scott Jones
Scott Jones Financial
Michael Stier of FocusCFO is a member of XPX Charlotte
Michael Stier
FocusCFO
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
Dianne Chase
Chase Media & Communication
Andrew Kittelson of UBS Financial Services is a member of XPX Charlotte
Andrew Kittelson
UBS Financial Services
BB
Brandon Blell
EOS Worldwide | Brandon E. Blell, LLC
MP
Mark Pompeo
Live Oak Bank
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Chuck Cooper
WhiteWater Consulting LLC
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Michelle Fritsch
Retirement Wellness Strategies
Reuben Hannon of Comerica Bank is a member of XPX Charlotte
Reuben Hannon
First Horizon Bank
Joel Gardner of Consolidated Planning is a member of XPX Charlotte
Joel Gardner
Consolidated Planning
Seth Wheeler of Rockefeller Global Family Office & Capital Management is a member of XPX Charlotte
Seth Wheeler
Principal - Halcyon Wealth Strategies
William McKee of Knowmad Digital Marketing is a member of XPX Charlotte
William McKee
Knowmad Digital Marketing
EL
Ellen Linares
Corrado Financial Group
Adam Petricoff of Let's Make a Deal is a member of XPX Charlotte
Adam Petricoff
VR Mergers & Acquisitions
RM
Robert Moore
Collins, Boike & Moore PA
Craig Danforth of Regions Bank - Private Wealth Management is a member of XPX Charlotte
Craig Danforth
Bernstein Private Wealth Management
Justin Sandridge of Murphy Business Sales - Charlotte is a member of XPX Charlotte
Justin Sandridge
Murphy Business Sales - Charlotte
EE
Erika Erlenbach
Summit Law
Matt Doherty of Carnegie Private Wealth is a member of XPX Charlotte
Matt Doherty
Carnegie Private Wealth
Candace Cline of UBS is a member of XPX Charlotte
Candace Cline
UBS
PJ
Phillip Jester
Fox Rothschild
Scott Butler of B2B CFO is a member of XPX Charlotte
Scott Butler
B2B CFO
GS
Gordon Semeniuk
UBS
MC
Manny Clark
Winstead PC
Mary Griesser of MLG Advisors is a member of XPX Charlotte
Mary Griesser
Schooley Mitchell
Joanna Beck of Beck Insights is a member of XPX Charlotte
Joanna Beck
Beck Insights
Joe Culik of Dye Culik PC is a member of XPX Charlotte
Joe Culik
Dye Culik PC
Bishop Beall of Five Stones Advisors LLC (Sales Xceleration) is a member of XPX Charlotte
Bishop Beall
Five Stones Advisors LLC (Sales Xceleration)
GH
Gordon Ho
RainmakerDots
Andrew Tucker of AETucker Consulting is a member of XPX Charlotte
Andrew Tucker
AETucker Consulting
Erica Yount of Modera Wealth Management, LLC is a member of XPX Charlotte
Erica Yount
Modera Wealth Management, LLC
Matthew Bradbury of Business Acquisition & Merger Associates is a member of XPX Charlotte
Matthew Bradbury
Business Acquisition & Merger Associates
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.
Mary Lytch of Park National Bank is a member of XPX Charlotte
Mary Lytch
Park National Bank
BH
Bradley Harrah
Dye Culik PC
Brandy Milazzo of Summit Law is a member of XPX Charlotte
Brandy Milazzo
Summit Law
KG
Karl Graf
Modera Wealth Management, LLC