Apr
17
XPX Charlotte: Common Issues in Multi-Owner Exits
Details
Date & Time
Thu, Apr 17th , 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
37
people attended
JS
MC
+32
A panel of members will provide examples and walk through the nuances of multi-owner exits and multi-generational transitions.
And, as usual, we will continue the community building via our social hour immediately following the event.
Facilitator:
Joe Dye Culik
Attorney
Dye Culik PC
Panelists:
Matt Bradbury
Managing Director
Business Acquisition & Merger Associates
Craig Danforth
Financial Advisor
Bernstein Private Wealth Management
Justin Spears
Director
Trivest Partners
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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