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2025 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.

As companies scale, they often face a daunting reality: the rapid growth that once fueled their success now introduces new challenges—complexity, misalignment, and inefficiency. Many businesses hit a ceiling when their initial momentum from product-market fit starts to plateau, and they struggle to transition from tactical operations to strategic decision-making.

In this power session, you’ll see how the most successful companies break through growth ceilings by focusing on three key areas: people, meetings, and data. Build a strong leadership team, strategically plan for effective meetings, and use data to move your company from reactive to proactive.

  • Employee equilibrium model 
  • Best practices for check-ins 
  • The potential value of constant reevaluation 
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