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.
GROWTH AND IMPACT STAGE
12:00 - 12:20 PM
Nick Guida with Guidance Wealth Advisors
Title: Tax-Advantaged Investment Solution
Session Description: Today’s topic will focus on how to incorporate tax-advantaged alternative investments to support a business owner’s exit process. Attendees will learn how effective design can mitigate taxes, generate cash flow, and provide growth opportunities using non-correlated asset classes.
12:25 - 12:45 PM
Paul McManus and Gabe McManus with The Short Book Formula Publishing
Title: Beyond the Designation: The Missing Piece That Turns CEPA Expertise Into Deal Flow
Session Description: Exit planning is a high-trust, high-stakes conversation—and the advisors who win it aren’t just the most qualified. They’re the ones who are most visible, most memorable, and most clearly positioned as the trusted guide for business owners. In this session, you’ll learn how to elevate your credibility and become the advisor people think of first when an owner says, “as much as I love this business… I’m starting to think about what’s next.” We’ll show you how to use authorship as a practical, repeatable advantage—so you can leverage your time with business owners, boost your authority as a trusted advisor, and become the go-to advisor for exit-planning conversations. You’ll also learn how publishing a short book can help you maximize your visibility and impact as a CEPA, making it easier to open doors, spark referrals, and stand out in a crowded field without adding more meetings to your calendar. You’ll leave with a clear understanding of what an “authority book” looks like for exit planning, how it can set you apart immediately, and how to turn your expertise into a tangible asset that starts conversations and strengthens trust—before you ever walk into the room.
12:50 - 1:10 PM
Scott Bushkie with Cornerstone Business Services, Inc.
Title: Getting Your Next $100M AUM With Only 5-10 Clients
Session Description: Cornerstone's 2025 national study on selling your business reveals that 62% of business owners would leave their financial advisor if he or she did not offer any value during the sale of their business. This breakout will dive into other significant findings like what would make a business owner stay with or leave their financial advisor, or why a business owner would move their AUM to another financial advisory firm after the sale of their business. Three key items that would send your client packing their bags will be explored, as well as what your client needs, wants and expects from you to ensure that you - their trusted advisor - will be sticking around for the long haul.
