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.
We are introducing a brand-new Exploration Time at the close of Monday, built directly from your feedback! This block of the agenda gives you the freedom to connect, discover, and recharge in ways that fit your Exit Planning Summit experience.
During Exploration Time, you can:
- Browse the Exhibition Hall: Take an unhurried look at the latest tools, resources, and sponsors who can help accelerate your business.
- Join Organized Meetups: Structured networking moments designed to connect you with peers and new opportunities.
- Explore Dedicated Spaces:
- Growth and Impact Stage: See innovative solutions and new technologies in action.
- Beyond CEPA Hub: Connect with resources and conversations focused on your growth beyond the designation.
- Exclusive VIP Lounge: A premium space reserved for VIPs to network, relax, and recharge.
- Interactive Break Areas: Enjoy casual games, light activities, and relaxed spaces designed to spark conversation and give your mind a reset before the next day’s sessions.
GROWTH AND IMPACT STAGE
3:20 - 4:00 PM
Justin Goodbread with Relentless Value Coaching
Title: How to Win More Business-Owner Clients Than You Can Shake a Stick At
Session Description: Most advisors chase clients. The top advisors attract them. In this straight-talking, southern-rooted session, Justin Goodbread shares proven frameworks for attracting higher-quality business owner clients, increasing firm value, and building a scalable, sellable advisory practice. Drawing from his experience building and selling multiple seven-, eight-, and nine-figure companies, Justin delivers a field-tested playbook focused on stewardship, systems, and servant leadership.
4:20 - 4:40 PM
Katherine Silk with Sterling Foundation Management
Title: How to Sell a Business and Not Pay Tax
Session Description: Advisors will learn how to help their clients sell a business while avoiding capital gains tax on the sale.
5:00 - 5:20 PM
Whitney Coon with Breakwater Accounting + Advisory
Title: The Exit Multiplier: How Clean Books Increase Business Value and Simplify the Family’s Future
Session Description: Financial operations are more than a back-office function. Clean, accurate, and strategic financials increase valuation multiples while laying the foundation for long-term wealth stewardship, governance, and family continuity after exit.
5:40 - 6:00 PM
Emi Kubota with Enkai Platform, Inc.
Title: Unlocking Business Valuation in Minutes
Session Description: Wealth advisors often lack a fast, practical way to estimate business value. Enkai Platform provides a clear, directional valuation in minutes by combining uploaded financials with a few key questions. Advisors receive actionable insights, financial health assessments, and industry benchmarks in one clean, visual dashboard.
- Strengthen your professional network by engaging with peers, sponsors, and thought leaders in an open, collaborative environment.
- Discover new tools, strategies, and insights that you can take back and immediately apply to your practice.
