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  • Exit Planning Exchange
Exit Planning Exchange
Oct
21

XPX Hawaii (XPX HI) - Building Value Before the Sale: Lessons from Elite Mechanical

Details

Date & Time

Wed, Oct 21st, 2026 ⋅ 11:30am - 1:00pm (HST)

Location

Accuity Advisors (NEW location) 12th floor American Savings Bank Building (1001 Bishop Street, Honolulu, HI 96813). PLEASE NOTE: PARKING WILL NOT BE VALIDATED

Tickets

Hawaii XPX Members
$0.00
Non-members Early Bird (Through 10/9)
$40.00
Non-members Regular Fee
$50.00
Non-members Same Day Fee
$60.00
Guests

Registrants

23 people attended
LL
BC
KZ
Daniel Kaanana of American Savings Bank is a member of XPX Hawaii
Alexander Fowler of Morgan Stanley is a member of XPX Hawaii
+18

Please join us for the next Exit Planning Exchange of Hawaii (XPX HI) event. XPX HI is a network of trusted advisors to privately-held businesses. We are building a strong, collaborative local business ecosystem that views exit planning as a holistic exercise along the entire life of a private business. Come join our diverse membership of professional advisors as we help clients build business value, transfer ownership and create a legacy of success in their lives and their communities. Our guest speakers for the event are Craig Chong and Tom Nishi. They will be presenting “Building Value Before the Sale: Lessons from Elite Mechanical”

What does it take to turn a successful company into a business that is truly ready to sell?

Join Craig Chong of Fresh Leadership and Tom Nishi, former owner of Elite Mechanical. Tom will share his exit journey, including the challenges he encountered, the changes he made, and the lessons he learned while preparing his company for a successful sale.

Craig and Tom will explore how stronger leadership, practical operating systems, and a culture built on trust, teamwork, and clear direction helped make Elite Mechanical a more valuable and transferable business.

Attendees will leave with practical insights into how business owners and their advisors can prepare for an exit well before a transaction, reduce dependence on the owner, strengthen the organization, and position the business to achieve its full value.

Who should attend? Professionals interested in helping business owners grow and maximize the value of their business.

Agenda:

11:30 am - 12:00 pm Networking
12:00 pm - 1:00 pm Lunch Presentation


Registration Fees:

XPX Hawaii Members: Complimentary.  On-line registration is required for catering planning.

Non-Member Early Bird (through 10/9) - $40.00
Non-Member Regular Fee - $50.00
Non-Member Same Day Registration Fee - $60.00

Registration covers lunch and refreshments.

Everyone  must register on-line to attend to receive a lunch.

PLEASE NOTE: PARKING WILL NOT BE VALIDATED


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.
LL
Lucas Love
Accuity Advisors LLC
BC
Bryan Chee
Torkildson Katz
KZ
Kelly Zane
Pacific Business Valuation Inc.
Daniel Kaanana of American Savings Bank is a member of XPX Hawaii
Daniel Kaanana
American Savings Bank
Alexander Fowler of Morgan Stanley is a member of XPX Hawaii
Alexander Fowler
Morgan Stanley
JF
Joan Fujita
Accuity LLP
Paul Gauci of First Hawaiian Advisors is a member of XPX Hawaii
Paul Gauci
First Hawaiian Advisors
AH
Al Hirata
Fisher Hawai’i
RK
Robin Kumabe
Touch a heart
RS
Robert Stehlik
Blue Planet Surf Gear LLC
CY
Clifton Yasutomi
Mission Financial Group
LK
Liane Khim
American Savings Bank
CK
Clayton Kauhane
Central Pacific Bank - Trust Division
JM
Jason Mukaida
Central Pacific Bank
EW
Erin Wong
Insurance Solutions LLC
Brandon Park of N/A is a member of XPX Hawaii
Brandon Park
N/A
GD
Gigi Dawn
DP
Devin Pang
CS
Cara Sawai
MK
Madeline King
Human Interest
MB
Mark Bratton
Colliers