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  • Exit Planning Exchange
Exit Planning Exchange
May
22

XPX Charlotte: Importance of Human Capital in Driving Business Valuation

Details

Date & Time

Thu, May 22nd, 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

35 people attended
Joe Culik of Dye Culik PC is a member of XPX Charlotte
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
PS
Ann Williams of Williams Advisory, PLLC is a member of XPX Charlotte
Paul Wehrly of Sales Xceleration is a member of XPX Charlotte
+30

A panel of members will explore the many aspects of human capital and how it benefits and grows businesses and aids in transition of ownership.

And, as usual, we will continue the community building via our social hour immediately following the event.

Facilitator:


Tom Bixby

CEO
EvaluSys, LLC

Panelists:


Dianne Chase

Founder/CEO
Chase Media & Communication


Michelle Fritsch, PharmD, BCGP

Co-Founder
Propel Comprehensive Wellness


Jeff Wolfberg

Principal
CEO Focus

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.
Joe Culik of Dye Culik PC is a member of XPX Charlotte
Joe Culik
Dye Culik PC
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
Dianne Chase
Chase Media & Communication
PS
Paul Solitario
Bray Ventures, LLC
Ann Williams of Williams Advisory, PLLC is a member of XPX Charlotte
Ann Williams
JP Morgan Private Bank
Paul Wehrly of Sales Xceleration is a member of XPX Charlotte
Paul Wehrly
Sales Xceleration
Adam Petricoff of Let's Make a Deal is a member of XPX Charlotte
Adam Petricoff
VR Mergers & Acquisitions
SP
Shay Prosser
North 12 Partners
Scott Jones of Scott Jones Financial is a member of XPX Charlotte
Scott Jones
Scott Jones Financial
Brandy Milazzo of Summit Law is a member of XPX Charlotte
Brandy Milazzo
Summit Law
EE
Erika Erlenbach
Summit Law
Shawn Garrett of Garrett, PLLC is a member of XPX Charlotte
Shawn Garrett
Garrett, PLLC
KD
Kurt Dyck
Condor CFO & Accounting
Joanna Beck of Beck Insights is a member of XPX Charlotte
Joanna Beck
Beck Insights
Mary Griesser of MLG Advisors is a member of XPX Charlotte
Mary Griesser
Schooley Mitchell
AJ
Aj Johnson
Virginia Asset Management
AV
Andrew Vining
Tony Caldwell of The 2326 Group, LLC is a member of XPX Charlotte
Tony Caldwell
Executive Coach
Michael Stier of FocusCFO is a member of XPX Charlotte
Michael Stier
FocusCFO
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
Jeff Wolfberg of CEO Focus is a member of XPX Charlotte
Jeff Wolfberg
CEO Focus
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Michelle Fritsch
Retirement Wellness Strategies
CB
Clay Bruin​​​​
Scott Insurance
Candace Cline of UBS is a member of XPX Charlotte
Candace Cline
UBS
Fred Sheffield of 5 Stones Growth Systems is a member of XPX Charlotte
Fred Sheffield
5 Stones Growth Systems
Steve Stein of VR Business Sales is a member of XPX Charlotte
Steve Stein
VR Business Sales
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Doug Havas
Pinnacle Sales Advisors
Steve Melton of Relation Insurance is a member of XPX Charlotte
Steve Melton
Relation Insurnace
CB
Charlotte Berry
The Communication Advantage
Scott Butler of B2B CFO is a member of XPX Charlotte
Scott Butler
B2B CFO
TO
Thomas Ochsenbein
Omni Creative
EL
Ellen Linares
Corrado Financial Group
Andrew Tucker of AETucker Consulting is a member of XPX Charlotte
Andrew Tucker
AETucker Consulting
Kristy Busija of Next Conversation Consulting is a member of XPX Charlotte
Kristy Busija
Next Conversation Consulting
SB
Savannah Blood
Regions Bank
JS
Justin Spears
Trivest Partners