XPX Charlotte: Welcome and Intro to the Why & What of Exit Planning

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.

SILVER SPONSORS

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