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.
In today’s complex advisory landscape, the Value Acceleration Methodology™ (VAM) serves as a unifying language that aligns advisors and owners from Day 1.
This high-impact panel unites CEPA award-winners and seasoned practitioners to demonstrate how disciplined use of VAM terminology, tools, and rhythms enhances clarity, accelerates execution, and fosters trust across multi-disciplinary teams.
Learn how top advisors apply VAM in real engagements—from sales to execution—to sell the methodology, run high-impact 90-minute meetings, and sustain alignment across the exit journey. Whether you’re scaling your practice or just starting out, this session delivers actionable insights to deepen owner engagement and drive measurable outcomes through integrated collaboration.
- Describe how VAM creates a shared language aligning owners and advisors.
- Apply VAM-based best practices to increase owner commitment early in the sales process.
- Use tools like Triggering Events and 90-Day Sprints to prioritize value-driving actions.
- Demonstrate how common language enhances team execution and cross-functional collaboration.
- Create team rhythm and accountability to close execution gaps and accelerate results.



