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.

 

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 140...

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 140 captive 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 and connecting them to the expertise they need. Tyler honed his skills rapidly, earning the Certified Financial Planner™ certification and going on to become a Certified Exit Planning 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. Driven by a strong work ethic, Tyler strives to earn his clients’ trust by delivering a high level of service and exceptional advice. He feels privileged to support them as they pursue their life’s work. Ultimately, he takes pride in putting clients on a path to lasting success and multigenerational wealth.

HAVE QUESTIONS? WE'RE HERE TO HELP