2026 SPEAKER LINEUP
The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.
Todd Bailey
Todd spent 17 years in pastoral ministry, starting two churches (OH, NC). In 2008, he purchased a business and then pivoted to become an independent financial advisor. He went on to create a multi-advisor financial firm. After hiring an EOS...
ABOUT TODD
Todd spent 17 years in pastoral ministry, starting two churches (OH, NC). In 2008, he purchased a business and then pivoted to become an independent financial advisor. He went on to create a multi-advisor financial firm. After hiring an EOS Implementer in ‘17-18 to scale his firm, he felt its value. With EOS, his firm grew AUM from $40 million to $80 million in 4 years. Upon his exit (Strategic sale) from his firm in 2023, he believed the best way to impact owners was as an EOS Implementer & CEPA Exit Planning Coach.