Upcoming Events

Future Roundtables

Charlotte Private Business Roundtables including Founding Partners CAPTRUST and Hull & Chandler.

  • Business Owner Panel - LLC vs S Corp, Where to Invest Free Cash Flow, Raising Capital, Selling Your Business.

  • Employee Benefits - Retirement Plans, Executive Compensation, Insurance and Health Care.

  • Private Equity Rollup Case Study - Where To Start, Deal Sourcing, Negotiating / Structuring / Financing, Due Diligence Items, Identifying Talent.

Date: April TBD

Platform: In-Person & Zoom

Past Roundtable — The GRIT Group

Private Business Roundtable featuring Charlotte Founder Alex Johnson of The GRIT Group.

Alex will discuss accelerating your customer acquisition and website traffic through search engine optimization (SEO), ChapGPT / AI and other content creation strategies.

Register below and join us in-person or by Zoom.

Date: March 14th, 2024

Time: 12:00pm — 1:00pm

Platform: 20 in-person seats; virtual option via Zoom

Past Roundtable — Aiwyn

Charlotte Private Business Roundtable featuring Charlotte Co-Founder and VP Growth, Pat Morrell of Aiwyn on February 8th. Pat will share his company’s path from an idea in 2020 to 95 customer wins in three years! 

Date: Feb 8, 2024

Platform: Zoom