Thinking BIG When Exiting & Investing - Conversation with Mark Moses & Paul West
Operations and Exit Strategy
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54m
Every YPOer either goes through—or aspires to go through—this sequence of life events: Start my own company → Heads down for years building it → First-ever exit → First time I have real money → Now what?
This virtual session is for that pivotal "now what?" moment.
Join us for a rare conversation between two YPO insiders who’ve not only lived this journey—but have guided thousands through it.
Mark Moses, Executive Chairman of CEO Coaching International, bestselling author of Make BIG Happen, and serial entrepreneur who’s built and exited high-growth companies.
Paul West, Managing Partner at Carson Wealth and one of the top-ranked financial advisors in the U.S., who specializes in advising entrepreneurs post-exit on how to grow, protect, and purposefully allocate their wealth.
🎯 What You’ll Gain as a YPOer:
✅ Exit Strategy with Vision - Learn how to approach your exit like a CEO, not just a seller—maximizing value while staying emotionally and strategically aligned.
✅ Investment Strategy with Clarity - Discover how to shift from operator to investor and deploy capital in ways that reflect your long-term values, goals, and desired lifestyle.
✅ Real Stories from Real YPOers - Get practical, battle-tested advice from fellow members who’ve been in the trenches—before, during, and after the exit.
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