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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.

This breakout session will delve into the critical role Financial Advisors play in guiding business owners towards successful exits. We'll explore the findings of Cornerstone's 2025 study of owners of businesses with $5M or more in annual revenue, uncovering their unique concerns and aspirations. Learn how to initiate critical conversations about business value, navigate the emotional complexities of succession planning, and strategically connect your clients with the ideal M&A partners to maximize their returns and achieve their personal financial goals.

  • Equip advisors with the knowledge and confidence to proactively initiate conversations about business exit strategies with their high-net-worth clients.
  • Enable advisors to identify potential M&A opportunities within their existing client base and develop a consultative approach to introducing these possibilities.
  • Help advisors understand the role of M&A advisors and how to effectively connect their clients with the right partners for a successful transaction.
  • Provide advisors with actionable strategies and communication techniques to effectively navigate the complexities of M&A discussions with business owners and build trust throughout the process.
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