Skip to content

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.

 

Mo Mahoney

Mo Mahoney, MBA, WMCP®, RICP®, CExP™, CEPA® • Registered Investment Representative / Certified Exit Planner (Business Succession) • Forbes Magazine Top 25 Best-in-State Financial Security Professional (2021, 2022)1 • Colonel, USMC Reserves, F/A-18...

ABOUT MO

Mo Mahoney, MBA, WMCP®, RICP®, CExP™, CEPA® • Registered Investment Representative / Certified Exit Planner (Business Succession) • Forbes Magazine Top 25 Best-in-State Financial Security Professional (2021, 2022)1 • Colonel, USMC Reserves, F/A-18 Fighter Pilot: 3 combat tours, 300 landings on aircraft carriers • MBA Marshall School of Business, Univ. of Southern CA, Beta Gamma Sigma (with Honors) • Executive of a Fortune 250 Company • Business Owner in Finance for 12 Years

HAVE QUESTIONS? WE'RE HERE TO HELP