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SESSION 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.

This session will focus on closing the gap between learning the Value Acceleration Methodology and developing a practice management in Exit Planning that attracts clients and revenue. Hear from 2025 Exit Planner of the year, Joe Seetoo, as he dives into practical and actionable advice to help you take your practice to the next level 

Joe Seetoo

  • Create a circle of trusted business advisors to leverage your time.

  • How to position yourself as an Exit Planning Thought Leader in your community to gain credibility and confidence.

  • Develop a select number of deliverables that clearly outline your process and practice management.

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