Thinking BIG When Exiting & Investing - Conversation with Mark Moses & Paul West
Finance, Investing & Economy
•
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.
Up Next in Finance, Investing & Economy
-
Understanding the Credit Universe & R...
What if mastering the credit universe isn’t just about chasing yield, but about grasping the range of risks that support global markets?
Join us for Part 1 of this essential two-part YPO Investing Network series: Understanding the Credit Universe & Risk Spectrum. This session features a distingu...
-
State of Angel Investing: Decoding An...
Join Anne-Marie Faiola, immediate past Chair of the YPO Investing Network, for an insightful virtual fireside chat with Shelly Hod Moyal, Founding Partner of iAngels. Shelly, a renowned finance and investment expert, will share her perspectives on the current state of the angel investing market.
... -
Navigating FinTech in Latin America w...
Father and Son: From Panama to the world. A journey in financial inclusion.
How do you foster financial inclusion in markets where access to credit is lacking? For Roy Katz, the answer has been perseverance, innovation, and a willingness to challenge the status quo.
Join us for an engaging sess...
