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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.

 

Tyler Holocher

Tyler has an entrepreneurial spirit that enables him to understand what drives business owners. Tyler joined 3 Point Legacy Advisors in 2013 to build a captive insurance practice. Starting from the ground up, his team now manages the assets for over...

ABOUT TYLER

Tyler has an entrepreneurial spirit that enables him to understand what drives business owners. Tyler joined 3 Point Legacy Advisors in 2013 to build a captive insurance practice. Starting from the ground up, his team now manages the assets for over 100 captive (self-insurance) companies. Tyler has further expanded his focus to business owners and their families. He found that he could have a significant impact on his clients’ lives by helping them make well-informed decisions years before exiting their business. Tyler honed his skills rapidly, earning the Certified Financial Planner™ certification, Certified Exit Planning Advisor® and Certified Private Wealth Advisor™. His knowledge and experience enable him to help entrepreneurs pursue business growth, manage risk, generate cash flow, determine the right business transition strategy and feel confident about their lives after the sale.

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