Welcome and Intro to the Why and What of Exit Planning

XPX Content of Exit Planning Exchange is a member of XPX
XPX Content
Exit Planning Exchange

Share:

Share on facebook
Share on twitter
Share on linkedin
Share on email
Share on print

Program produced by XPX Charlotte.

Welcome and intro to the why and what

of exit planning

Join us for this virtual educational event. We will cover:

  • An overview of the stages and tracks that comprise effective exit planning.
  • Why is comprehensive exit planning important to achieving optimal outcomes for owners and their business?
  • Introduction to the ‘XPX Way’ of collaboration amongst exit planning practitioners.
  • Provide an opportunity to meet and interact with fellow chapter members in small breakout groups.

Speakers:


Michael Stier
Area President – Carolinas FocusCFO
XPX Charlotte Launch Committee Member & Events Chair

Michael is a board member for XPX Charlotte and the leader of the education events committee. Additionally, Michael is a Certified Exit Planning Advisor (CEPA®)

In his role as Area President with FocusCFO, Michael ties in his team of CFOs to work with entrepreneurs/ business owners throughout the Carolinas / Metro Charlotte area. As the #1 CFO services provider in the Southeast and Midwest, FocusCFO focuses on increasing cash flow from operations, reducing risk, building business value and helping our clients prepare for a future transition/ succession.

Previously, Michael was a business owner/ entrepreneur who has been through the entire owner’s lifecycle. Concluding in a successful exit via a strategic sale.

Andrew Kittelson
Senior Vice President – UBS Financial Services
XPX Charlotte Founder & Sponsorship Chair

Updated: August 17th, 2021

Menu