XPX Next 2025: Advancing the Conversation – Engaging the Owner in the Exit Topic Before it Becomes Urgent

XPX Member Collaboration Stories: Advancing the Conversation: Engaging the Owner in the Exit Topic Before it Becomes Urgent, moderated by Tom Bixby, CEO of EvaluSys and XPX Charlotte Founder/Past President featuring panelists: 
Michelle Fritsch, Founder & CEO of Retirement Wellness Strategies and XPX Charlotte Events Chair, Larry Gard, Ph.D., Consulting Psychologist and XPX Chicago member, Greg Romero, Management Consultant / SMB and XPX Greater Boston Vice President, David Shavzin, M&A Advisor and XPX Atlanta Founder/Past President, Michael Stier, Area President at FocusCFO and XPX Charlotte Vice President & Marketing Chair, and Ann Marie Williams, Executive Director for JP Morgan Private Bank and XPX Charlotte President. More real-world success stories among the diverse advisors in our chapters.