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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.

Join Justin Goodbread as he presents "Embracing Value Acceleration for an Eight-Figure Exit, a True Story." With his high energy, Southern charm, and humor, Justin will keep you on the edge of your seat. He'll share his journey from founding and selling seven companies for seven- and eight-figure sums. Discover how the CEPA program sparked a transformative idea, leading Justin to leave a $250,000 recurring revenue stream in the BD world to launch his RIA. In just 49 months, he achieved an eight-figure exit. You'll learn the exact processes, planning steps, emotional resilience, key lessons, and value acceleration framework that fueled his success. Experience the highs, lows, and pivotal moments that shaped his extraordinary journey, all delivered with practical, down-to-earth country wisdom. This session is a must-attend for anyone aiming to achieve rapid, substantial growth in their business. 

Justin Goodbread
  • Mindset Transformation: Understand the critical mindset shifts necessary for achieving rapid business growth and preparing for a successful exit. 
  • Educational Insights: Gain insights into the CEPA program and other educational frameworks that provide a solid foundation for value acceleration. 
  • Practical Application: Learn the exact processes and planning steps used by Justin to grow his RIA to an eight-figure exit in just 49 months. 
  • Emotional Resilience and Tenacity: Explore the emotional resilience and tenacity required to navigate the highs and lows of building a highly valuable business. 
  • Strategic Exit Decision-Making: Discover the factors and considerations involved in making strategic exit decisions and how to maximize the value of your business at the time of exit. 
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