XPX - Charlotte - Exit Planning Exchange’s Post

The kickoff of our fall season of events this week was a resounding success. Fantastic turnout for an event that has received rave reviews.... We had two owners share their exit experiences and how they leveraged their team of advisors for a successful outcome. A very special thank you to our two panelists who shared their stories... Chip Eleazer and Mike Fitton. And to our moderator Matt Bradbury

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Tim Ledwein

Quotas Hate Me - I build Sales Superstars - President @ Sandler by i10 Solutions

2mo

Some great people and business professionals in this group. Highly recommend!

Michael Stier, CEPA®

Fractional CFO Leader| Area President | Helping Entrepreneurs Build Sustainable, Transferrable Business Value | Exit-Succession Planning | Vistage Trusted Advisor

2mo

Great first event for the fall season. Thanks to all involved.

Chip and Mike did a great job sharing their stories. It reminds us again the value of good advisors who work together to get the desired outcome for their clients.

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Great meeting of chalrottes leading advisors who work with business owners.

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Corrina Gardner-Medellin, MBA

Commercial Banker, SVP at Truist Financial | Wake Forest University Finance MBA | Two time Beta Gamma Sigma inductee

2mo

Looks like a great discussion. I need to get back on the dist. list!

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Laura W.

Trusted Advisor| Dedicated to Excellent Client Service| Relationship Builder

2mo

Enjoyed hearing about the panelists’ business ventures!

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Keith “Shawn” Garrett

Business Lawyer - Marathoner

2mo

Excellent meeting! Great seeing everyone.

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Andrew Kittelson, CEPA, CIMA

Senior Vice President - Wealth Management and Certified Exit Planning Advisor at UBS Financial Services, Inc.

2mo

Great Discussion!

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