XPX Charlotte - Workshop: Why and How to advocate for early and intentional exit planning. (Members Only)

Registration will open approximately 30 days before the event.

The objective of this workshop is to go beyond the words of the mission statement. To collaboratively discuss why this is important and how, as a community, to best support and facilitate all of us to initiate these conversations with our owner clients. Let's collaboratively identify what supporting materials are needed and what to do next when owners express interest in learning more and starting the planning process.

And, as usual, we will continue the community building via our social hour immediately following the event.

Our Speakers:

Tom Bixby
CEO
EvaluSys

Larry Gard
Done With Work Retirement Coaching and Consulting

Ken Reiter
Founder
GrowthVector
Founder
The Strategy Playbook

Michael Stier
Area President
Focus CFO

No fee for XPX Charlotte members and first-time guests. However, Registration is required for headcount purposes.

(Member referral is required- members (not guest) must email angie@exitplanningexchange.com to register their guest).