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  • Exit Planning Exchange
Exit Planning Exchange
Oct
15

XPX Charlotte: Signed, Sealed, Now What? Reflections after the sale (Members Only)

Details

Date & Time

Wed, Oct 15th, 2025 â‹… 3:00pm - 5:00pm (EDT)

Location

Capitol Towers Training Center, 4250 Congress Street | Suite 150 | Charlotte, NC 28209

Tickets

Charlotte Members
$0.00
Guests

Registrants

50 people attended
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
EL
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
Michael Stier of FocusCFO is a member of XPX Charlotte
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
+45

This event will include business owners who have been invited by members. Stories from former owners will engage all in attendance with reflections of the bad, the good, the would-have-been-nice.

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

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
EL
Ellen Linares
Corrado Financial Group
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
Dianne Chase
Chase Media & Communication
Michael Stier of FocusCFO is a member of XPX Charlotte
Michael Stier
FocusCFO
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Michelle Fritsch
Propel Comprehensive Wellness
PS
Paul Solitario
Bray Ventures, LLC
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Chuck Cooper
WhiteWater Consulting LLC
Joel Gardner of Consolidated Planning is a member of XPX Charlotte
Joel Gardner
Consolidated Planning
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Doug Havas
Pinnacle Sales Advisors
William McKee of Knowmad Digital Marketing is a member of XPX Charlotte
William McKee
Knowmad Digital Marketing
Mary Griesser of MLG Advisors is a member of XPX Charlotte
Mary Griesser
Schooley Mitchell
Erica Yount of Modera Wealth Management, LLC is a member of XPX Charlotte
Erica Yount
Modera Wealth Management, LLC
Scott Jones of Scott Jones Financial is a member of XPX Charlotte
Scott Jones
Scott Jones Financial
JS
Jack Saumby
Mary Lytch of Park National Bank is a member of XPX Charlotte
Mary Lytch
Park National Bank
Tony Caldwell of The 2326 Group, LLC is a member of XPX Charlotte
Tony Caldwell
The 2326 Group, LLC
Robert Snowden of South Park Advisors, LLC is a member of XPX Charlotte
Robert Snowden
South Park Advisors, LLC
Fred Sheffield of 5 Stones Growth Systems is a member of XPX Charlotte
Fred Sheffield
5 Stones Growth Systems
Joe Culik of Dye Culik PC is a member of XPX Charlotte
Joe Culik
Dye Culik PC
Drew Partridge of Now Exit, LLC. is a member of XPX Charlotte
Drew Partridge
Now Exit, LLC.
SP
Shay Prosser
North 12 Partners
Adam Petricoff of Let's Make a Deal is a member of XPX Charlotte
Adam Petricoff
Let's Make a Deal
Justin Sandridge of Murphy Business Sales - Charlotte is a member of XPX Charlotte
Justin Sandridge
Murphy Business Sales - Charlotte
JG
James Gorzynski
Certified Exit Planners
Jason Bush of Commercial Real Estate Strategic Advisory is a member of XPX Charlotte
Jason Bush
Linville Team Partners
Joanna Beck of Beck Insights is a member of XPX Charlotte
Joanna Beck
Beck Insights
EC
Emily Cockroft
NFP
EJ
Emily Johnson
Carousel Capital
LL
Laurie Leonard
Suite 1000
CB
Carolyn Brand
SpanHR
IK
Ivan Konermann
Wings Pan Performance
RP
Roy Pelkey
EOS Worldwide
Steve Melton of Relation Insurance is a member of XPX Charlotte
Steve Melton
Relation Insurnace
KT
Karen Tovar
The Tovar Group
JT
Jim Turner
CC
Ct Chu
Oxco, Inc
EM
Erich Meier
Oxco, Inc
JM
Jeff Meier
Oxco, Inc
TH
Todd Helton
New Hope Waste Management Inc.
JD
Jeffrey Desvignes
NT
Neil Tagner
InnovaKnits
BG
Bill Goodyear
TM
Ted Messmer
Brandy Milazzo of Summit Law is a member of XPX Charlotte
Brandy Milazzo
Summit Law
EE
Erika Erlenbach
Summit Law
EF
Eric Ferguson
Summit Law
JC
Jeff Christensen
Summit Law
Candace Cline of UBS is a member of XPX Charlotte
Candace Cline
UBS
CK
Cassia Keis
Top 2 Bottom Business Solutions
WR
Will Richter
Dye Culik PC