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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.

A staggering 90% of all operating businesses in America are family owned and controlled.  The vast majority will never be sold but rather gifted to family. And yet only 30% of these firms will survive the transition.  Prepare to unlearn everything you think you know about family business succession planning as the author of the all-time best-selling family business book, Every Family’s Business, shares his contrarian views on a subject as old as business itself.

With more than 1 million copies sold, author and full-time professional speaker Dr. Tom Deans will make a fresh and compelling argument that CEPAs may be the most effective group of professionals to help protect family business owners from the biggest threat of all – themselves. Starting from the premise that every business should be sold, Dr. Deans will make the case that by starting with the end in mind – their exit – they will actually build a more valuable business today.   With more than 2,000 paid speeches in 27 countries, Deans uses humor and his own experience as a family business CEO to inspire advisors to remind business owners that their greatest legacy is not their business, but rather their family.

  • Many family business owners view the longevity of their business as the primary goal of succession planning. This bias can devastate family wealth and family relationships. Selling a family business is often framed as a public declaration of family failur
  • Helping business owners engage the next generation to probe whether they want to risk their capital to purchase the family business at full-market value, based on a third-party valuation, is an woefully under-serviced market
  • When a CEPA can help a business owner monetize their business (typically their largest asset), they will almost always be rewarded with the sale proceeds to invest
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