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  • Exit Planning Exchange
Exit Planning Exchange
Apr
15

XPX Charlotte: Just Enough Data (Members Only)

Details

Date & Time

Wed, Apr 15th, 2026 â‹… 3:00pm - 5:00pm (EDT)

Location

New Location this month: Consolidated Planning | 6115 Park S Dr | #200 | Charlotte, NC 28210

Tickets

Charlotte Members
$0.00
Guests

Registrants

36 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
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
PS
Fred Sheffield of 5 Stones Growth Systems is a member of XPX Charlotte
+31

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.

Facilitator:


James Gorzynski
Managing Partner
Certified Exit Planners


Panelists:


Chuck Cooper

President
Whitewater Consulting



Joe Dye Culik, JD

Attorney & Partner
Dye Culik, PC




William McKee

Managing Partner
Knowmad Digital Marketing



Andrew Tucker, MBA

Fractional CFO & Business Consultant
AE Tucker Consulting


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
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Chuck Cooper
WhiteWater Consulting LLC
PS
Paul Solitario
Bray Ventures, LLC
Fred Sheffield of 5 Stones Growth Systems is a member of XPX Charlotte
Fred Sheffield
5 Stones Growth Systems
Dianne Campbell of PRODUCTIVITY is a member of XPX Charlotte
Dianne D. Campbell
PRODUCTIVITY
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
MLG Advisors
Dr. Elizabeth Teagarden of The Teagarden Group, LLC is a member of XPX Charlotte
Dr. Elizabeth Teagarden
The Teagarden Group, LLC
Tony Caldwell of The 2326 Group, LLC is a member of XPX Charlotte
Tony Caldwell
The 2326 Group, LLC
Craig Danforth of Regions Bank - Private Wealth Management is a member of XPX Charlotte
Craig Danforth
Regions Bank - Private Wealth Management
KD
Kurt Dyck
Condor CFO & Accounting
Joanna Beck of Beck Insights is a member of XPX Charlotte
Joanna Beck
Beck Insights
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
RH
Russell Hughes
Hughes Realty Advisors
Collin Raysor of Bank OZK is a member of XPX Charlotte
Collin Raysor
Bank OZK
Jeff Cline of BGW CPA is a member of XPX Charlotte
Jeff Cline
BGW CPA
Drew Partridge of Now Exit, LLC. is a member of XPX Charlotte
Drew Partridge
Now Exit, LLC.
Scott Jones of Scott Jones Financial is a member of XPX Charlotte
Scott Jones
Scott Jones Financial
JG
James Gorzynski
Certified Exit Planners
Justin Sandridge of Murphy Business Sales - Charlotte is a member of XPX Charlotte
Justin Sandridge
Murphy Business Sales - Charlotte
Scott Butler of B2B CFO is a member of XPX Charlotte
Scott Butler
B2B CFO
MP
Mark Pompeo
Live Oak Bank
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Michelle Fritsch
Propel Comprehensive Wellness
Jeff Wolfberg of CEO Focus is a member of XPX Charlotte
Jeff Wolfberg
CEO Focus
Steve Melton of Relation Insurance is a member of XPX Charlotte
Steve Melton
Relation Insurance
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
BK
Brian Kohn
Koru Equity Partners LLC
EC
Emily Cockroft
NFP
Brandy Milazzo of Summit Law is a member of XPX Charlotte
Brandy Milazzo
Summit Law
Kyle Larsen of Piecewise is a member of XPX Charlotte
Kyle Larsen
Piecewise
KR
Ken Reiter
The Strategy Playbook / Exit Advantage
JC
Jeff Christensen
Summit Law