CEO Real Tales in Exit Planning: What No One Tells You About the Success Story 


CEO Real Tales in Exit Planning: What No One Tells You About the Success Story

As Advisors to business owners, we often learn the importance of heeding that the best business transition advice comes from the CEOs / business owners who have been through the experience.  

Funny enough, the most impactful lessons have come from their biggest issues, as well as their best-laid plans.   

Despite receiving great exit planning advice and success tips, they discern more about how not to transition from or to a business, and may manage to still do it effortlessly.   

Our CEO/business owner panelist’s challenges did not stop them learning how to move on to become successful in new businesses, or from the business they transitioned.  Our panel will help us see what they believe is the bottom line. Register now and get $10 off your registration!

Learning Objectives:

  • From a Seller’s perspective: What are the triggers or call to action to sell, and how to position the company internally and externally in the marketplace? 
  • From a Buyer’s Perspective:  What had to be set up before they would look at a business 
  • From a Second Generation perspective: how to prepare for, and what to do to enact the transition from the founder/parent? 
  • Did they set the right business, personal, and financial goals? 
  • What were the business owner’s major struggles or challenges:  emotionally, financially, with their company, or with their family?


About the Presenters:

Hear from industry experts Chuck May, Bryan Kindopp and Jack Beam.


Thank you to Our Sponsors:


This meeting will be held at Salmon Sims Thomas & Associates PLLC.

Address: 12720 Hillcrest Road Suite 500 Dallas, TX 75230


The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting

About the Presenters

Jack Beam
Chuck May

Chuck May

CLU, MS Financial Services, Founder, TeXchange-DFW and nFLXn Point Group, LLC


Bryan Kindopp

Bryan Kindopp

Partner, President, CEO of Staley Steel LLC


Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® credit (pending)


NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at