Charlotte CFMA March Lunch Program: Succession/Exit Planning & Strategies

When:  Mar 20, 2019 from 11:15 AM to 1:15 PM (ET)
Associated with  Charlotte, NC

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Succession/Exit Planning & Strategies

Please join the Charlotte CFMA Chapter for the lunch and presentation on Succession/Exit Planning & Strategies.     

Join us for a discussion on succession planning (including sale to third party, transition to next generation of family, ESOP, and more) and a merger and acquisitions market update.

Date:  Wednesday, March 20th, 2019

Schedule:          11:15am             Registration and Networking

                            11:45am             Lunch

                            12:15-1:15pm    Program

Location:  Byron’s South End, 101 W. Worthington Ave, Suite 180

         Before Friday, March 15th, Member $30/Guest $40

                   After Friday, March 15th, Member $35/Guest $45


Questions:  Contact, Jennifer Wagner 704-609-4489



Nick Kendall, Partner

Johnston, Allison & Hord

Nick has been with the firm since 2003. He serves as counselor and advisor to business owners and boards of directors, as well as personally handling all aspects of acquisitions and sales, corporate finance transactions (from structuring through negotiations, key documentation and supervision of closings). He represents large institutional clients, middle market companies, entrepreneurial businesses in a variety of matters, including mergers, acquisitions, dispositions, restructurings, strategic alliances, ownership succession matters, and other sensitive matters through every life stage of a business.

For Nick’s complete bio, please visit


Gary Parker, CFA, Managing Director, Corporate Finance


Gary is a founding member and Managing Director of GreerWalker Corporate Finance LLC, the investment banking arm of GreerWalker LLP, a 100-person full-service accounting firm in Charlotte. In addition to his fifteen years of experience as a merger and acquisitions and exit planning advisor, Gary offers clients the benefit of professional experience in business valuation, commercial banking and business consulting.

Gary has led significant engagements in a variety of industries. His practice areas include mergers and acquisitions, capital raising, business valuation, and exit planning. His experience spans numerous industries across a wide range of verticals including industrial manufacturing and distribution, wholesale food products, business services, commercial transportation, logistics, healthcare, and consumer products.

For Gary’s complete bio, please visit





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If you cannot register online, please call the CFMA Charlotte Administrator at 704-609-4489; or email your registration to

Payments should be mailed to CFMA Charlotte, PO Box 31222, Charlotte, NC 28231-1222.  Please make checks payable to CFMA Charlotte.


Session Policies

Refunds and Cancellations

Meeting registration must be paid prior to the meeting or at the door.  Any cancellation must be made in writing before noon on March 15th, 2019.  No-shows and cancellations after March 15th, 2019 at noon will be invoiced.


If you have any questions regarding CFMA, meeting registrations or the cancellation policy, please contact our chapter administrator Jennifer Wagner by phone (704) 609-4489 or by email



Please park in the Design Center Parking Deck located at the corner of Hawkins St. and Doggett St.  For GPS purposes, please use 240 Doggett St. Charlotte, NC 28203.  Bring your ticket inside Byron’s of South End to get your parking ticket validated


**There are available spots across from the building and on the street that are metered spots and cannot be validated.**


Byron's South End
101 W. Worthington Ave.
Charlotte, NC 28203

Registration Dates

Registration Ends Wednesday, March 20, 2019

Pricing Information

Registration Regular Late
CFMA-Member $30.00 $35.00
Non-CFMA-Member $40.00 $45.00


Jennifer Wagner
(704) 609-4489