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  • Exit Planning Exchange
Exit Planning Exchange
Oct
21

XPX Charlotte - Scale EBIDTA by Acquisition (Members Only)

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Details
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Date & Time

Wed, Oct 21st, 2026 â‹… 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

34 people are going
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
SD
TY
JS
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
+29

This will be a case-based discussion of how clients can make acquisitions improve their value with specific strategies.

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

Our Speakers:


Joanna Beck
Founder & CEO
Beck Insights



Mark Pompeo
Senior Vice President
Live Oak Bank



Ann Marie Williams

Williams Advisory CPA Firm, PLLC


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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© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Michelle Fritsch
Propel Comprehensive Wellness
SD
Sherre’ Demao
BizGrowth Maestro
TY
Todd Youngblood
JS
Joe Surber
BluGrowth Partners
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Doug Havas
Pinnacle Sales Advisors
Ann Marie Williams of Williams Advisory, PLLC is a member of XPX Charlotte
Ann Marie Williams
Williams Advisory, PLLC
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
Mary Griesser of MLG Advisors is a member of XPX Charlotte
Mary Griesser
MLG Advisors
Craig Field of Ryan Geer Field & Rhodes PLLC is a member of XPX Charlotte
Craig Field
Ryan Geer Field & Rhodes PLLC
PS
Paul Solitario
Bray Ventures, LLC
Andrew Tucker of AETucker Consulting is a member of XPX Charlotte
Andrew Tucker
AETucker Consulting
BS
Brian Steen
Steen Valuation Group, LLC
Fred Sheffield of 5 Stones Growth Systems is a member of XPX Charlotte
Fred Sheffield
5 Stones Growth Systems
Michael Stier of FocusCFO is a member of XPX Charlotte
Michael Stier
FocusCFO
Benjamin Smith of GPC Group is a member of XPX Charlotte
Benjamin Smith
GPC Group
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
SP
Shay Prosser
North 12 Partners
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Chuck Cooper
WhiteWater Consulting LLC
Craig Danforth of Regions Bank - Private Wealth Management is a member of XPX Charlotte
Craig Danforth
Regions Bank - Private Wealth Management
LL
Lena Lee
Monk Law Firm
MP
Mark Pompeo
Live Oak Bank
NP
Nicole Perozzi
JESSON & RAINS, PLLC
William McKee of Knowmad Digital Marketing is a member of XPX Charlotte
William McKee
Knowmad Digital Marketing
KR
Ken Reiter
The Strategy Playbook / Exit Advantage
BK
Brian Kohn
Koru Equity Partners LLC
HF
Haydn Flores
Viking Mergers & Acquisitions
James Gorzynski of Certified Exit Planners is a member of XPX Charlotte
James Gorzynski
Certified Exit Planners
Jeff Wolfberg of CEO Focus is a member of XPX Charlotte
Jeff Wolfberg
CEO Focus
ST
Sean Travis
Edward Jones
MA
Michael Asbury
Elevate Training Alliance