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 us at the 2025 Exit Planning Summit for the highly anticipated global release of groundbreaking research, conducted exclusively for the Exit Planning Institute. In this keynote session, John Warrillow, bestselling author of Built to Sell and host of the renowned Built to Sell Radio podcast, will unveil the findings from an in-depth analysis of over 5.2 million messages sent to business owners throughout 2024. This research offers a never-before-seen look at the behaviors, motivations, and decision-making processes of business owners approaching critical milestones in their entrepreneurial journey.
In addition to revealing new data, this session will delve into how the perspectives and priorities of different generations of business owners—Baby Boomers, Gen X, and Millennials—vary at pivotal moments in their careers. John’s insights will empower exit planners to better understand the generational shifts in mindset and how to align strategies to meet the unique needs of each group. Be among the first to access these exclusive insights and gain tools to help your clients navigate the complexities of business exits more effectively.
This is your opportunity to enhance your practice with the most up-to-date research available, tailored specifically to exit planners. Don’t miss out on actionable strategies that will give you a competitive edge in helping business owners achieve successful, fulfilling exits.
- Understand how to communicate with a business through a data proven presentation
