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

This gathering will begin with a welcome back reception and a tribute to Matt Bradbury.

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.

After the event, all are invited to the Rhino with the first round on the chapter.

Our Speakers:

Tom Bixby
CEO
EvaluSys

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).