The difference is in the dinner

The difference is in the dinner

An intimate, Chatham House-style environment for later-stage founders across the Dallas metroplex. Curated by Christie Kaplan and co-hosted with Exeo Advisors, each table is hand-selected to ensure peer alignment and total discretion.

An intimate, Chatham House-style environment for later-stage founders across the Dallas metroplex. Curated by Christie Kaplan and co-hosted with Exeo Advisors, each table is hand-selected to ensure peer alignment and total discretion.

Format

Expertly facilitated, held in a private room, and highly confidential.

Duration

3 hour evening + cocktail welcome

Best for

Established founder/CEOs actively operating their companies.

Investment

Covered - You're the guest

Get invited

SEATS are limited

How the evening unfolds

How the evening unfolds

INVITE-ONLY

INVITE-ONLY

1

1

First, get invited by Christie

First, get invited by Christie

Begin with a conversation to understand where you're at as the founder, the unique business systems you operate today, your current challenges and what your life will look like 5-8 years from now.

Begin with a conversation to understand where you're at as the founder, the unique business systems you operate today, your current challenges and what your life will look like 5-8 years from now.

Secure a chat

Ana Moreira

with Christie Kaplan
Founder Consultant

with Christie Kaplan
Founder Consultant

2

2

The arrival

The arrival

Founders first arrive at the private dining space. It's low-pressure, confidential, and warmly lit at a unique location in the heart of Dallas/FortWorth. Welcome drinks are served while everyone arrives. Instead of transactional "what do you do?" networking, the tone is immediately set around Chatham House rules—what is said at the table stays at the table.

Founders first arrive at the private dining space. It's low-pressure, confidential, and warmly lit at a unique location in the heart of Dallas/FortWorth. Welcome drinks are served while everyone arrives. Instead of transactional "what do you do?" networking, the tone is immediately set around Chatham House rules—what is said at the table stays at the table.

3

3

Dinner begins

Dinner begins

As tasting options get served hot - family style, the evening is then guided by an expert facilitator (Jeffrey Turell). Each founder shares an active issue or unmapped liability they are currently facing. Founders that just met begin comparing notes on real operational challenges or risks.

As tasting options get served hot - family style, the evening is then guided by an expert facilitator (Jeffrey Turell). Each founder shares an active issue or unmapped liability they are currently facing. Founders that just met begin comparing notes on real operational challenges or risks.

4

Winding down

Winding down

The evening concludes with new perspectives, warm tea, more clarity, or another expresso and action-fulled founders, ready to take new learnings into their businesses. Founders who want to take a deeper look at their specific business valuation are then invited to follow up for a private 1-on-1 session with the founder of Exeo Advisors, Jo Stapleton.

The dinner series will be further communicated by Christie Kaplan and what to expect next as more tables are curated in the Dallas area to join.

The evening concludes with new perspectives, warm tea, more clarity, or another expresso and action-fulled founders, ready to take new learnings into their businesses. Founders who want to take a deeper look at their specific business valuation are then invited to follow up for a private 1-on-1 session with the founder of Exeo Advisors, Jo Stapleton.

The dinner series will be further communicated by Christie Kaplan and what to expect next as more tables are curated in the Dallas area to join.

Christie works with a team of M&A experts, facilitators, and business leaders supporting founders directly on their journey to freedom.

The Exeo Founder's Table™ hosts monthly founder dinners in major cities across the United States. Each dinner is held at a carefully selected venue in your local city, creating an intimate, professional atmosphere conducive to honest conversation and relationship building.

Current and expanding cities include: New York City, Los Angeles, Chicago, Houston, Phoenix, Philadelphia, San Antonio, San Diego, Dallas, Austin, San Francisco, Seattle, Denver, Boston, Atlanta, Miami, Portland, Nashville, Charlotte, Indianapolis, Columbus, Detroit, San Jose, Fort Worth, Jacksonville, Baltimore, Milwaukee, Washington DC, Minneapolis, Tampa, St. Louis, Pittsburgh, Cincinnati, Kansas City, Sacramento, Cleveland, Orlando, Raleigh, Virginia Beach, Omaha, Oakland, Tulsa, Arlington, and many more tier 1 and tier 2 markets nationwide.

Christie works with a team of M&A experts, facilitators, and business leaders supporting founders directly on their journey to freedom.

The Exeo Founder's Table™ hosts monthly founder dinners in major cities across the United States. Each dinner is held at a carefully selected venue in your local city, creating an intimate, professional atmosphere conducive to honest conversation and relationship building.

Current and expanding cities include: New York City, Los Angeles, Chicago, Houston, Phoenix, Philadelphia, San Antonio, San Diego, Dallas, Austin, San Francisco, Seattle, Denver, Boston, Atlanta, Miami, Portland, Nashville, Charlotte, Indianapolis, Columbus, Detroit, San Jose, Fort Worth, Jacksonville, Baltimore, Milwaukee, Washington DC, Minneapolis, Tampa, St. Louis, Pittsburgh, Cincinnati, Kansas City, Sacramento, Cleveland, Orlando, Raleigh, Virginia Beach, Omaha, Oakland, Tulsa, Arlington, and many more tier 1 and tier 2 markets nationwide.