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Sessions Overview

The Exit Planning Summit features an assortment of session types to fully immerse advisors in exit planning content from industry experts, partners, and thought leaders.

Meet a panel of business owners who are all at different stages of their exits, moderated by Sean Hutchinson. The stories of the business owner panelists will provide a roadmap for advisors and showcase the importance of implementing the Value Acceleration Methodology. From pre-exit strategies to post-transition sustainability, this session is tailored for advisors working with business owners at all stages of the exit planning journey. 

Whether just beginning to explore exit strategies or in the final stages of execution, attendees will leave equipped with actionable insights to enhance their advisory services. This session provides a comprehensive guide for advisors seeking to lead their clients toward highly valuable and successful exits. Elevate your advisory practice and bring unparalleled value to your business owner clients by incorporating lessons from this business owner panel.

This panel session promises a deep dive into the world of value-driven exits, with real-world examples from successful entrepreneurs. Gain insider knowledge and network with industry experts, positioning yourself to deliver even greater value to your business owner clients. Elevate your advisory practice today!

  • Exclusive insights and practical advice from business owners who have leveraged the Value Acceleration Methodology in their exit
  • Strategies for implementing value-centric approaches to enhance business worth
  • Negotiation and transactional tips for preserving and maximizing value during the exit process
  • Post-exit sustainability and reinvestment strategies for continued value growth
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