Insight creates readiness—but commitment requires leadership. Building directly on the clarity established in the Discover and Prepare Gates, this main-stage panel facilitated by Scott Snider focuses on how CEPAs lead owners through the Decide Gate with confidence and discipline. The discussion explores how and when to engage transaction- and capital-focused partners—including investment banking, ESOP structures, alternative capital solutions, and commercial real estate—to help owners evaluate options and commit to the right path. Emphasis is placed on strategic collaboration, thoughtful timing, and the CEPA’s role as the integrator who aligns expertise, protects the client relationship, and drives decisive action.
Featuring:
- Scott Bushkie with Cornerstone Business Services
- Jason Kimball with Generational Group
- David Blauzvern with CSG Partners
- Gerry Spitzer with Questar Capital Partners
- Fred Gratz with US Energy Development Corporation
- Zoe Schlag with Common Trust
- Jason Bush with Linville Team Partners
This session qualifies for up to:
1.5 Value Acceleration Knowledge Hours
1.5 CFP Hours
1.5 CPE Hours
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