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