Exit Ready
A Private Boardroom Experience for Business Owners Preparing to Exit Without Regret!
Protect your wealth.
Safeguard your health.
Preserve your purpose before you sell your business.
February 4, 2026
Connect Labs by wexford
Charlotte, North Carolina
Most business owners believe they will exit on their own timeline.
In reality, nearly three out of four exits are triggered by forces outside their control:
Death, Divorce, or Disease
or the 1B
Burnout
When that happens, blind spots in financial readiness, personal health, and business structure are exposed quickly.
The result is often avoidable loss
in wealth, in health, and in purpose.
At this private Charlotte boardroom, only 10 business owners will work directly with:
Jerome Myers, CEPA
America’s leading authority on the personal and psychological dynamics of business exits
and
Dr. Michelle Fritsch
Board-certified geriatric pharmacist and wellness strategist
Together, they will help you identify the blind spots most founders don’t see until after the deal is done.
Protect Your Wealth
Eliminate financial blind spots that quietly reduce proceeds and weaken your legacy.
Safeguard Your Health
Address the personal risks that drain energy, clarity, and relationships before and after the exit.
Preserve Your Purpose
Resolve the business and identity gaps that make transitions harder and fulfillment elusive.
You’ll leave with a clear, three-part readiness plan so you can exit on your terms and thrive in what comes next.
Meet Your Hosts
Jerome Myers, CEPA
Founder - Exit to Excellence
Jerome Myers helps founders navigate the most overlooked part of an exit: the human experience.
After building and exiting multimillion-dollar ventures and serving as a private equity investor, Jerome saw the same problem derail founders again and again.
Founders who “won” financially often struggled personally after the sale.
That insight led him to create the Founder’s Exit Paradox and the frameworks used in this boardroom to help owners exit with clarity, confidence, and continuity.
Jerome’s work focuses on protecting not just the deal, but the person making it.
Dr. Michelle Fritsch
Co-Founder of Propel Comprehensive Wellness
Dr. Michelle Fritsch is a nationally recognized, board-certified geriatric pharmacist and wellness strategist.
With more than 30 years of experience, she helps high-performing leaders protect their most valuable asset: their health.
Michelle specializes in identifying the silent physical and cognitive declines that often begin during major transitions and accelerate after an exit. Her work ensures founders maintain vitality, clarity, and longevity so they can fully enjoy the wealth they’ve created.
This is not a conference.
It’s a working boardroom with ten seats and no overflow.
If you’re preparing to exit in the next one to five years and want to eliminate blind spots
before they become regrets,
this is the room to do that work.
Date: February 4, 2026
Location: The Pearl in Charlotte, North Carolina
Format: In-person, working boardroom
Seats: Limited to 10 owners
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