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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.

 

Kim "Mo" Mahoney

Meet Kim “Mo” Mahoney:

  • 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...

ABOUT KIM

Meet Kim “Mo” Mahoney:

  • 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

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