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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.

RESOURCE & SOLUTION LABS

Kevin Mallory

CEPA

Co-Founder/Advisor Engagement

Co-Creating an Advantageous Exit

  Leading Early: How CEPAs Create Clarity and Readiness for Owners

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Kevin Mallory is a dynamic and accomplished strategic business consultant, exit planner, and wealth manager dedicated to empowering individuals and businesses to achieve their financial and operational goals. As the principal of VFM Strategic...

ABOUT KEVIN

Kevin Mallory is a dynamic and accomplished strategic business consultant, exit planner, and wealth manager dedicated to empowering individuals and businesses to achieve their financial and operational goals. As the principal of VFM Strategic Partners, LLC, Kevin delivers expert advisory services, exit strategies, and business optimization. With a wealth of experience, Kevin excels in guiding clients through complex financial transitions, including business sales, retirement planning, and wealth management. Known for his innovative and client-focused approach, he crafts tailored solutions that align with each client’s unique goals, ensuring clarity and confidence throughout the process. At ELLA, Kevin leads advisor engagement and success, helping impactful firms turn complex transitions into clear, actionable plans that protect value and legacy for owners and their families. Beyond his professional pursuits, Kevin is an active member of the Williamsburg community, engaging with charitable organizations and continually exploring new adventures that inspire and enrich his perspective.

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