XPX Charlotte: Welcome and Intro to the Why & What of Exit Planning
Welcome and Intro to the
Why & What of Exit Planning
Please join this virtual educational event. We will cover:
- An overview of the stages and tracks that comprise effective exit planning.
- Why is comprehensive exit planning important to achieving optimal outcomes for owners and their business?
- Introduction to the ‘XPX Way’ of collaboration amongst exit planning practitioners.
- Provide an opportunity to meet and interact with fellow chapter members in small breakout groups.
Speakers:
Michael Stier
Area President – Carolinas FocusCFO
XPX Charlotte Launch Committee Member & Events Chair
Michael is a board member for XPX Charlotte and the leader of the education events committee. Additionally, Michael is a Certified Exit Planning Advisor (CEPA®)
In his role as Area President with FocusCFO, Michael ties in his team of CFOs to work with entrepreneurs/ business owners throughout the Carolinas / Metro Charlotte area. As the #1 CFO services provider in the Southeast and Midwest, FocusCFO focuses on increasing cash flow from operations, reducing risk, building business value and helping our clients prepare for a future transition/ succession.
Previously, Michael was a business owner/ entrepreneur who has been through the entire owner’s lifecycle. Concluding in a successful exit via a strategic sale.
Andrew Kittelson
Senior Vice President - UBS Financial Services
XPX Charlotte Founder & Sponsorship Chair
Ronald Benedict Jr.
Senior Vice President, Senior Wealth Strategist
PNC Wealth Management
XPX Charlotte Launch Committee Member & Membership Vice-Chair
Virtual Event Pricing:
There is no charge for this event, but registration is required. Open to all XPX members, and guests invited by members of XPX Charlotte. Connection details sent upon registration.
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