Exit Ready
What Every Business Owner Needs to Know About Protecting Their Wealth, Health,
and Purpose Before You Sell Your Business
February 4, 2026 — Charlotte, North Carolina
Most business owners believe they will sell on their own timeline. In reality, three out of four exits are triggered by the
3Ds
Death, Divorce, or Disease
or the 1B
Burnout
When that happens, blind spots in your financial, personal, and business readiness are exposed quickly. The result can be a dramatic loss in wealth, a decline in health, and a loss of purpose.
At this exclusive Charlotte event, Jerome Myers, CEPA America’s Leading Exit Authority, and Dr. Michelle Fritsch, board-certified geriatric pharmacist and wellness strategist, will help you uncover how to
Protect and grow your wealth by eliminating the financial blind spots that reduce net proceeds and weaken your legacy
Safeguard your health by addressing the personal blind spots that threaten your energy, vitality, and relationships after the sale
Preserve your purpose by fixing the business blind spots that lower valuation and make your company harder to transition
You will leave with a strong three-legged readiness plan so you can avoid being forced into an exit and ensure you leave on your terms prepared to thrive in your next chapter.
Meet Your Hosts
Jerome Myers has helped countless founders avoid the devastating mistakes that can follow the sale of a business. As a private equity investor, sought-after speaker, and author of two best-selling books on exit strategy and post-exit fulfillment, he has built and exited multimillion-dollar ventures and created frameworks that eliminate uncertainty in high-stakes transitions. Jerome knows the hidden pitfalls that derail wealth, relationships, and personal purpose — and he will give you the clarity and confidence to exit on your terms and thrive in your next chapter.
Jerome Myers
America’s Leading Exit Authority
Dr. Michelle Fritsch is a nationally recognized board-certified geriatric pharmacist and wellness strategist who co-founded Propel Comprehensive Wellness to help leaders protect their most valuable asset — their health — before, during, and after a major transition. With over 30 years of experience, Michelle has guided high-performing business owners in avoiding the silent decline that often begins the day they step away from their business. She will show you how to maintain your vitality, sharpen your mind, and extend your best years so you can fully enjoy the wealth and freedom you’ve worked so hard to create.
Dr. Michelle Fritsch
Co-Founder of Propel Comprehensive Wellness
Exit Ready: Full-Day Agenda
What Every Business Owner Needs to Know About Protecting Their Wealth, Health, and Purpose Before You Sell Your Business.
8:30 – 9:00 AM | Arrival and Networking - Registration, light breakfast, and distribution of Exit Readiness Workbooks.
9:00 – 9:30 AM | Welcome and Setting the Stage - Jerome & Michelle
• Introduce the event and set the expectation: 3Ds and 1B derail most exits.
• Explain the Exit Readiness Assessment framework and promise: attendees will leave with a personalized action plan.
9:30 – 10:30 AM | Vision and Purpose Alignment - Jerome
• The cost of exiting without clarity on your next chapter.
• Guided self-assessment: Vision & Purpose.
• Breakout: What do you see yourself doing 3 years after exit?
• Action step: define one priority to strengthen vision alignment.
10:30 – 10:45 AM | Morning Break
10:45 – 11:45 AM | Emotional Resilience and Health Readiness - Michelle
• How disease, burnout, and hidden health risks derail even the wealthiest exits.
• Self-assessment: Emotional Resilience & Self-Care.
• Breakout: map current health habits vs. post-exit needs.
• Action step: one resilience or health move to make now.
11:45 – 12:30 PM | Financial Clarity and Strategy - Jerome
• Beyond valuation: what net proceeds and future income streams you really need.
• Self-assessment: Financial Clarity.
• Paired exercise: identify “my number” vs. what I’ve actually planned for.
• Action step: outline one financial clarity conversation to have this quarter.
12:30 – 1:30 PM | Lunch and Networking
1:30 – 2:15 PM | Stakeholder Communication and Relationships - Michelle
• Why unprepared families, partners, and teams derail transitions.
• Self-assessment: Relationships & Communication.
• Breakout: role-play a tough conversation about exit readiness.
• Action step: identify one relationship that needs alignment.
2:15 – 3:00 PM | Operational and Business Readiness - Jerome
• The operational blind spots that lower valuation or kill deals.
• Self-assessment: Business Readiness.
• Breakout: pinpoint your company’s #1 succession or system gap.
• Action step: commit to closing one operational gap.
3:00 – 3:15 PM | Afternoon Break
3:15 – 4:00 PM | Legacy and Impact - Jerome
• Why wealth without significance leads to regret.
• Self-assessment: Legacy & Contribution.
• Guided journaling: draft your legacy vision statement.
• Action step: name one way to start creating impact now.
4:00 – 4:30 PM | Post-Exit Structure and Support System- Michelle
• How isolation, loss of identity, and lack of routine create regret.
• Self-assessment: Post-Exit Structure.
• Breakout: brainstorm peer networks, advisors, and routines that sustain purpose.
• Action step: list one system or community to engage with now.
4:30 – 5:00 PM | Integration and Path Forward- Jerome
• Recap the day: every attendee has now scored themselves and built an action plan.
• Invitation to continue the journey through Jerome’s N.E.X.T. Intensive and Michelle’s Propel health blueprint.
• Closing inspiration: Exit Ready means designing your best years, not just closing a deal