SESSION 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 advisors, we teach business owners the importance of value acceleration—but are we practicing what we preach in our own firms?
Join us to explore the real-world journey Casey Clark and his team experienced in scaling Cultivate into one of the country's largest value acceleration firms, earning a spot on the Inc. 5000 fastest-growing private companies list for eight consecutive years.
Discover why applying value acceleration to your own practice is critical for long-term impact and credibility, and learn how building the right team is pivotal to achieving all three legs of the stool while fully activating your CEPA designation.
If you want to sit at the table with elite business owners, you must first build a business that reflects the standard you preach. Step up, accelerate your enterprise value, and lead the way.
- Practice What You Preach: Discover why applying value acceleration to your own firm is essential to command authority, boost credibility, and sit as a peer alongside elite business owners.
- Build The Right Team: Uncover how constructing a high-performing advisory team enables you to scale impact, optimize all three legs of the stool, and drive sustainable enterprise value.
- Fully Activate Your CEPA Designation: Learn actionable strategies to fully leverage your credentials, lead market-transforming client conversations, and elevate your practice above the competition.



