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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.

A company’s brand is one of the most valuable (yet often overlooked) assets in the sale of a business. Strong, intentional branding increases perceived value, attracts premium buyers, and creates a smoother transaction. But when a founder’s personal identity is too tightly woven into the business brand, it can complicate the process, reduce valuation, and limit buyer confidence. 

In this session, you’ll learn why evolving the business brand and untangling the founder’s personal brand are critical steps to maximizing enterprise value. You’ll also gain practical tools, questions, and conversation starters you can use with your clients to uncover hidden brand risks or value drivers early in the exit process. 

You’ll walk away with actionable insights to help your clients strengthen their brand equity, position the business for sale and prepare the founder for what comes next.

  • Understand how business brand positioning directly influences perceived valuation, buyer fit, and deal terms.
  • Learn how to identify when a founder’s personal brand is too intertwined with the business – and how this can limit salability.
  • Gain practical brand-focused questions and tools to help guide conversations with sellers and add value to the advisory process.
  • Understand how personal brand clarity helps founders better prepare for life, purpose, and identity post-exit. 
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