Wendy Laxton

Inspirer
DISC Type : id

Founder/President at Laxton CFO Services

Charlotte, North Carolina, United States

Overview

Wendy Laxton is a North Carolina-licensed CPA with over 35 years of experience in financial management. As Founder and President of Laxton CFO Services, she provides strategic financial solutions to mission-driven and nonprofit organizations. She holds a BSBA from Western Carolina University and is a Certified Professional Coach.

Outside of work, Wendy is an avid sports enthusiast who played Division 1 basketball and softball in college and now enjoys boxing, soccer, and running. Passionate about her family, she has coached youth sports and is a proud supporter of Charlotte FC alongside her wife and two daughters.

Wendy has served as Board President for community organizations like RAIN, Inc. and Women Executives.

Personality Overview

Fast Adopter

Decisive

Generous

They measure a product on its merit but can be influenced by strong testimonials.  They don’t mind taking a stand if they believe in something. They respond well to objective pitches but also attach some value to relationships.

Topics They Care About

Nonprofit Financial Strategy
Her firm exclusively serves nonprofit and mission-driven organizations, focusing on financial management, operations, and strategy to help them achieve their goals.
Leadership Coaching
As a Certified Professional Coach, she works with leaders and managers to enhance their effectiveness, reflecting a deep interest in professional development.
Community Engagement
She has held leadership roles, including Board President, for multiple Charlotte-based organizations such as RAIN, Inc. and Women Executives.

Media Appearances

Wendy has no verified media appearances

Work History

7-2010
Founder/President at Laxton CFO Services
7-2016 - 12-2021
Partner/Director at CREO, Inc.
11-2008 - 6-2010
Independent Consultant at Finance & Accounting
1-2007 - 7-2008
CFO at Duvall Investment Group / Commercial Real Estate Company, Inc.
9-1991 - 9-2006
CFO at Tyler 2 Construction, Inc.

Education

1983 - 1985
BSBA from Western Carolina University

More Information

Social Presence :

Prographics :

Exp : 29 Location : Charlotte, North Carolina, United States Job Level : N/A Designation : Founder/President at Laxton CFO Services

Interested in

Sports

Women's Division I Basketball Team, Women's Division I Softball Team

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Insights For Selling To Wendy

During A Call Or A Meeting

DO's

  • Acknowledge their status and position during the conversation
  • Keep your pitch focused on the impact but insert some anecdotes into it
  • Focus on the big picture and the strategic value of your product

DONT's

  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don’t keep repeating the same information, it could make them impatient
  • Don't be unorganized, be prepared for the pitch

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Wendy is

  • Product value plays a big role, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Wendy

  • If they do not firmly believe in you, they will refuse without hesitation.

Insights For Deal Planning

    How fast (or slow) will Wendy move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Wendy take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Wendy

Personality Compatibility


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