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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 business owner can significantly increase their net worth by making Enterprise Value (EV) their guiding North Star. When a business is led with EV as the focus, everything else follows: revenue, profit, operational efficiencies, KPIs, SOPs, leadership, and culture all align and improve naturally. Additionally, an owner can 5X their net worth when Enterprise Value becomes the ultimate success metric - even if they never choose to sell! With the Silver Tsunami of Boomers exiting their businesses and a growing demand from buyers, 2025 calls for a team-based approach to drive the optimization that creates more Significant businesses. Cultivate Advisors, one of the largest value advisory firms in the country with over 120+ team members throughout North America with 12 clients currently on the 5000 list of fastest growing companies.

  • Experience how/why you should be integrating Value Acceleration in your practice to close the Wealth Gap for your business owner clients.
  • Learn how to launch no-cost Triggering Events that includes a Prioritized Action.
  • Learn how to become the most relevant, proactive advisor to your business owner clients (and attract more!)
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