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  • Exit Planning Exchange
Exit Planning Exchange
Apr
09

XPX DC Metro - Before the LOI: How to Help Your Clients Communicate Value, Build Trust, and Influence Buyers

Details

Date & Time

Thu, Apr 9th, 2026 ⋅ 7:30am - 9:30am (EDT)

Location

Bethesda Country Club | 7601 Bradley Blvd | Bethesda, MD 20817

Tickets

DC Metro Members
$35.00
DC Metro Members Same Day Fee
$45.00
DC Metro Sponsors
$0.00
Non-Members
$60.00
Non-Members Same Day Fee
$70.00
XPX Chapter Network Member
$50.00
XPX Chapter Network Member Same Day Fee
$60.00
Guests

Registrants

36 people attended
LB
SR
Edward Bortnick of CBIZ.COM is a member of XPX DC Metro
MZ
FG
+31

Before the LOI: How to Help Your Clients Communicate Value, Build Trust, and Influence Buyers

Too many owners walk into “the room” underprepared for the most important conversation. Not the financials. Rather, their story. A powerful story demonstrating credibility. A story that makes the buyer lean forward and say, “tell me more.” You see it in your clients: owners who struggle to articulate their value and owners who rely on numbers when buyers need trust to make that go-no go decision. Without this compelling story and the executive presence to deliver it, your clients are leaving value on the table. Join Ira Koretsky, CEO of The Chief Storyteller™, as he walks you through the System of Credibility™, a proven strategic communications framework, refined across 15 countries, that prepares your clients for every high-stakes conversation in the exit process. Your clients develop their anchor message, elevator pitch, personal journey story, LinkedIn profile, executive bio, success stories, and more.

For You, Too: The System of Credibility™ is not just for your clients. As an exit planning advisor, you begin building your own credibility in this workshop session. Through hands-on exercises, you experience the framework firsthand and leave with tools that immediately sharpen your business development and sales conversations.

Our Speaker:


Ira Koretsky

CEO
The Chief Storyteller

Ira Koretsky is the Founder and CEO of Chief Storyteller. He was a US Army Captain in the Medical Service Corps serving as both a public affairs officer (PAO) and chief information officer (CIO). After earning his MBA from the University of Maryland, Ira entered into the world of technology in Silicon Valley. It is there that he started The Chief Storyteller® in 2002.

Ira improves your individual and organizational performance through better communication. His specialties are helping you to simplify the complex and to communicate more effectively, especially when the stakes are high.


7:30 -8:15 Networking
8:15- 9:30 Program/Admin

Registration Fees:

XPX DC Members in good standing – $35.00 so join Today!
XPX DC Members Same Day Fee - $45.00

Other XPX Chapter Members – $50.00
Other XPX Chapter Members Same Day Fee - $60.00

Non-Members – $60.00
Non-Members Same Day Fee – $70.00

Full breakfast is included.


BRING A FIRST-TIME GUEST TO XPX!

XPX DC members are encouraged to bring a first-time guest (FREE) for this event. Members (not guest), can contact angie@exitplanningexchange.com to register your guest. 

Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds or credits will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.

================================

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
LB
Lewis Baker
Rock Creek Wealth Planners and Advisors
SR
Steven Rinaldi
Steven D. Rinaldi, P.C.
Edward Bortnick of CBIZ.COM is a member of XPX DC Metro
Edward Bortnick
CBIZ.COM
MZ
Mario Zumbo
Preserve Private Wealth
FG
Fletcher Gill
MW
Matt Whitaker
Quantive Financial Advisors
Corby Megorden of Ennis Legacy Partners is a member of XPX DC Metro
Corby Megorden
Ennis Legacy Partners
Danielle Romme of Helm Business Advisory is a member of XPX Maryland
Danielle Romme
Harbor View Consulting
David Sheehy of Long Point Strategies is a member of XPX Maryland
David Sheehy
Long Point Strategies
SJ
Svetlana Janco
BNY Wealth
Lisa Kirchenbauer of Omega Wealth Management is a member of XPX DC Metro
Lisa Kirchenbauer
Omega Wealth Management
JF
Jim Frangenberg
Velaris Wealth Partners
Brian Oettinger of Vintage Financial Partners is a member of XPX DC Metro
Brian Oettinger
Vintage Financial Partners
AS
Andy Simone
Fraction Finance
Akila Narayanan of Cortland Valuation is a member of XPX DC Metro
Akila Narayanan
Cortland Valuation
IK
Ira Koretsky
The Chief Storyteller
AS
Aquil Stinson
Lafayette Square
Stuart Sorkin of The Business and Legal Advisors, LLC is a member of XPX DC Metro
Stuart Sorkin
The Business and Legal Advisors, LLC
Kris Kornemann of Financial Advantage Associates is a member of XPX DC Metro
Kris Kornemann
Financial Advantage Associates
ER
Eric Rabinovich
Tara Brummell of Truist Wealth is a member of XPX Maryland
Tara Brummell
Truist Wealth
DS
David Suski
M&T Bank
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
Stephanie Katz
CETA Benefit Consulting Group, LLC
JK
Jordan Kraus
Vintage Financial Partners
JP
Justin Pines
Transworld Business Advisors
DR
Daniel Ronis
Vintage Financial Partners
CA
Catherine Allen
AO People Partners
MB
Molly Booi
Sikich
Herb Ezrin of Potomac Business Group is a member of XPX DC Metro
Herb Ezrin
Potomac Business Group
AH
Ashley Hall
JP Morgan
RL
Rod Loges
One Degree Financial
John Hannula of Chief Outsiders is a member of XPX DC Metro
John Hannula
Chief Outsiders
Ron Moore of Schooley Mitchell is a member of XPX DC Metro
Ron Moore
Schooley Mitchell
SB
Sabina Buendia
Axos Bank
DJ
Dan Jackson
Jackson Advisory Management
LM
Lucia Manic
Atlantic Union Bank