Welcome and Intro to the Why and What of Exit Planning

Mikal Schalk of Wood Stone & Ivy is a member of XPX Tri-State
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Welcome & Intro To The Why & 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

Program produced by XPX Charlotte.

Updated: October 5th, 2021

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