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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

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Details
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Date & Time

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

Location

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

Status

Registration Open

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

2 people are going
LB
SR

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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© 2026 XPX Global LLC. All Rights Reserved.

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.