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    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Mar
18

XPX Charlotte: Helping Owners Step Back and Build a Business That Runs Without Them (Members Only)

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Details
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Date & Time

Wed, Mar 18th, 2026 ⋅ 3:00pm - 5:00pm (EDT)

Location

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

Status

Registration Open

Tickets

Charlotte Members
$0.00
Guests

Registrants

38 people are going
DM
HF
BS
IK
Michael Stier of FocusCFO is a member of XPX Charlotte
+33

Help clients strike the right balance with financial, operational, and employee data. Learn how to cut through the clutter and deliver insight without overwhelming business owners.

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

Our Panel:



Joanna Beck, MBA

Principal Operations Consultant
Beck Insights



Brandon Blell, MBA

Professional EOS Implementor
EOS Worldwide



Michael Stier

Area President
Focus CFO


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.
DM
Devon Morgan
Insperity
HF
Hayden Flores
BS
Benjamin Smith
IK
Islam Kandil
Michael Stier of FocusCFO is a member of XPX Charlotte
Michael Stier
FocusCFO
Joanna Beck of Beck Insights is a member of XPX Charlotte
Joanna Beck
Beck Insights
BB
Brandon Blell
EOS Worldwide | Brandon E. Blell, LLC
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Doug Havas
Pinnacle Sales Advisors
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
Dianne Chase
Chase Media & Communication
Erica Yount of Modera Wealth Management, LLC is a member of XPX Charlotte
Erica Yount
Modera Wealth Management, LLC
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Michelle Fritsch
Propel Comprehensive Wellness
Craig Danforth of Regions Bank - Private Wealth Management is a member of XPX Charlotte
Craig Danforth
Regions Bank - Private Wealth Management
Paul Wehrly of Sales Xceleration is a member of XPX Charlotte
Paul Wehrly
Sales Xceleration
Tony Caldwell of The 2326 Group, LLC is a member of XPX Charlotte
Tony Caldwell
The 2326 Group, LLC
Jeff Cline of BGW CPA is a member of XPX Charlotte
Jeff Cline
BGW CPA
PS
Paul Solitario
Bray Ventures, LLC
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Chuck Cooper
WhiteWater Consulting LLC
Drew Partridge of Now Exit, LLC. is a member of XPX Charlotte
Drew Partridge
Now Exit, LLC.
KD
Kurt Dyck
Condor CFO & Accounting
SP
Shay Prosser
North 12 Partners
William McKee of Knowmad Digital Marketing is a member of XPX Charlotte
William McKee
Knowmad Digital Marketing
Scott Jones of Scott Jones Financial is a member of XPX Charlotte
Scott Jones
Scott Jones Financial
BK
Brian Kohn
Koru Equity Partners LLC
Joel Gardner of Consolidated Planning is a member of XPX Charlotte
Joel Gardner
Consolidated Planning
Dianne Campbell of PRODUCTIVITY is a member of XPX Charlotte
Dianne D. Campbell
PRODUCTIVITY
Dr. Elizabeth Teagarden of The Teagarden Group, LLC is a member of XPX Charlotte
Dr. Elizabeth Teagarden
The Teagarden Group, LLC
Andrew Kittelson of UBS Financial Services is a member of XPX Charlotte
Andrew Kittelson
UBS Financial Services
Craig Field of Ryan Geer Field & Rhodes PLLC is a member of XPX Charlotte
Craig Field
Ryan Geer Field & Rhodes PLLC
Fred Sheffield of 5 Stones Growth Systems is a member of XPX Charlotte
Fred Sheffield
5 Stones Growth Systems
MP
Mark Pompeo
Live Oak Bank
Candace Cline of UBS is a member of XPX Charlotte
Candace Cline
UBS
Joe Culik of Dye Culik PC is a member of XPX Charlotte
Joe Culik
Dye Culik PC
Collin Raysor of Bank OZK is a member of XPX Charlotte
Collin Raysor
Bank OZK
Jason Bush of Commercial Real Estate Strategic Advisory is a member of XPX Charlotte
Jason Bush
Commercial Real Estate Strategic Advisory
Mary Griesser of MLG Advisors is a member of XPX Charlotte
Mary Griesser
MLG Advisors
Matthew Bradbury of Business Acquisition & Merger Associates is a member of XPX Charlotte
Matthew Bradbury
Business Acquisition & Merger Associates
KR
Ken Reiter