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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.

 

Bob Roark

CEPA

You built something valuable. You found the buyer. You closed the deal. Now what? That's the question most founders aren't prepared for — and it's exactly where Bob Roark and RS Asset Management step in. Based in Colorado Springs and serving clients...

ABOUT BOB

You built something valuable. You found the buyer. You closed the deal. Now what? That's the question most founders aren't prepared for — and it's exactly where Bob Roark and RS Asset Management step in. Based in Colorado Springs and serving clients across 18 states, Bob has spent 38 years helping high-net-worth individuals navigate markets — but his real focus is the narrow, high-stakes window after a founder exits. The transition from liquidity to legacy requires more than a portfolio. It requires a framework. RS Asset Management's WMOS™ process — Document, Decide, Implement, Review — gives post-exit founders the structure to protect what they built and deploy it with discipline. To explore whether RS Asset Management is the right fit for your post-exit chapter, visit rsassetmanagement.com.

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