
The Exiter Club Spring Workshop
April 29-30, 2025 • Franklin, Tennessee
A High-Level Business Workshop for Entrepreneurs
Why This Workshop Could Change Everything for Your Business
Join us April 29-30, 2025, in Franklin, Tennessee, for an exclusive opportunity to get inside access to The Exiter Club—one of the fastest-growing entrepreneur masterminds in the country. This high-level workshop is designed for business owners and entrepreneurs who are serious about increasing their company's value and regaining their time. For a limited time, we're opening the doors to friends of The Exiter Club to experience what it's like to be part of this powerful community—without needing to become a full-time member.
What You Can Expect
- ✅ Learn from six industry experts in financials, mindset, wealth management, investment banking, legal structuring, and more.
- ✅ Develop an actionable plan to increase your company's valuation and boost team productivity.
- ✅ Connect with serious business owners and gain real, tailored solutions for your company's unique challenges.
- ✅ Walk away with strategies to step back from daily operations while growing your business's value.
Why This Workshop Is Different
- ✔️ Taught by Real Experts – Six high-level certified coaches sharing actionable insights (not random speakers giving theory).
- ✔️ Private, Interactive Setting – No massive conference halls. Just a focused group of driven entrepreneurs.
- ✔️ Strategic, Not Generic – This isn’t about generic advice. It’s about real strategies you can implement immediately.
- ✔️ Tailored Problem-Solving – You’ll leave with specific solutions designed for your business, not just general ideas.
Your Next Step
The future of your business is in your hands. Will you be ready when opportunity knocks? Secure your spot at The Exiter Club Spring Workshop today.
Don’t miss out. Seats are limited—reserve your spot now and unlock the full potential of your business.
Exclusive Two-Day Agenda
Tuesday, April 29, 2025
- 11:00 AM – 12:00 PM | Registration
- 12:00 PM – 12:45 PM | Welcome & Boxed Lunch
- 12:45 PM – 1:00 PM | Opening Remarks and Agenda Overview
- 1:00 PM – 2:00 PM | Keynote Session – The Real Jason Duncan
- 2:00 PM – 3:00 PM | XOS™ Financial Coach, Carl J. Cox
- 3:00 PM – 3:15 PM | Break
- 3:15 PM – 4:15 PM | XOS™ Investment Banking Coach, Scott Mitchell
- 4:15 PM – 5:15 PM | XOS™ Legal Coach, Nick Thompson
- 5:15 PM – 5:30 PM | Break
- 5:30 PM – 6:00 PM | Closing Session – The Real Jason Duncan
- 7:00 PM | Official Group Dinner (Exiter Club members and their guests)
Wednesday, April 30, 2025
- 8:30 AM – 9:00 AM | Registration & Light Breakfast (coffee, pastries, etc.)
- 9:00 AM – 9:15 AM | Welcome and Day 2 Kickoff (Jason Duncan)
- 9:15 AM – 10:15 AM | XOS™ Wealth Management Coach, Dave Gifford
- 10:15 AM – 11:15 AM | XOS™ Mindset Coach, Neo Phalora
- 11:15 AM – 11:30 AM | Short Break
- 11:30 AM – 12:00 PM | Closing Session (Jason Duncan)
- 12:00 PM – 1:00 PM | Lunch (all attendees welcome)
- 1:00 PM | End of Public Workshop
💡 This workshop is designed to be an immersive, results-driven experience—come ready to engage, learn, and implement! Schedule and speakers subject to change.
Meet Your Expert Coaches
A powerhouse lineup of five industry leaders ready to help you increase value, protect your legacy, and reclaim your time.
At the Exiter Club Spring Workshop, you'll learn directly from five elite coaches, each bringing years of proven success in their fields. These are not random speakers or theorists—they're real-world experts who actively help entrepreneurs like you maximize business value, build wealth, and create true freedom. This is your opportunity to get insider access to the strategies and insights that actually work.

Carl is the CEO and founder of 40 Strategy. He is the author of Lost at CEO, An Entrepreneur’s Guide to Strategy, host of the Measure Success Podcast, and the $4M Strategies™ mini-podcast. Carl has served as an executive leader in seven different organizations that have grown from 2x to 7x, with operations across four continents. Today, Carl is actively pursuing his 10-year vision to positively impact over 1 million people, 10,000 organizations, and donate at least $1 million to charity.

Dave brings with him more than 20 years of experience in financial markets. Prior to joining Cerity Partners, David was in Private Wealth Management at Goldman Sachs, a Portfolio Manager at hedge fund Chicago River Capital, Institutional Equity Sales Trader at Cantor Fitzgerald, Senior Trader at Wolverine Trading, and Options Clerk at Spear, Leeds & Kellogg on the floor of the American Stock Exchange.

Scott leads day-to-day operations at SDR Ventures and specializes in closing business acquisition transactions across a wide variety of industries. With a focus on business-to-business services, Scott’s expertise in investment banking ensures that businesses are positioned for maximum value during exit transactions.

Nick is a business, tax, and trusts and estates attorney with extensive experience advising privately held businesses and multi-generational families. He guides clients through all stages of business, from formation and growth to succession planning and exit strategies, with a focus on mergers, acquisitions, and tax planning. Nick is well-known for his ability to translate complex business and tax concepts into clear, comprehensible action items helping clients to safeguard their businesses and legacies.

Neo is a dynamic speaker, entrepreneurial mentor, and human potential expert specializing in deep coaching, personal branding, and transformational leadership. His core philosophy in business is simple yet profound: People don’t buy products and services—they buy you. Your story, your energy, and your magic. Today, Neal channels his journey into helping others unlock their full potential. Whether through speaking, coaching, or collaboration, he empowers individuals to break free from limitations and create the life they truly desire.
Meet Your Host
The Real Jason Duncan
I'm The Real Jason Duncan, founder of The Exiter Club and creator of the XOS™ (Exiter Operating System). I've dedicated my career to helping entrepreneurs escape the daily grind and build companies that run without them. I've launched multiple successful businesses, been featured in top publications like Inc. and Entrepreneur, and host the internationally syndicated podcast, The Root of All Success.
My expertise is helping business owners scale, exit without selling, and maximize profitability through proven systems and strategies. When you attend the Exiter Club Workshop, you're not just learning theory—you’re getting real, actionable strategies from someone who’s done it and guided hundreds of others to do the same.
This workshop is your chance to experience firsthand what it's like to work alongside me and my team of elite XOS™ Certified Coaches as we help you build a more valuable, self-sustaining business.

