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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.

WORKSHOP

Casey Clark

CEO & Co-Founder

From CEPA to Specialist: How Financial Advisors Win with Business Owners - Financial Advisors Only

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Casey Clark has only been an entrepreneur; from paper routes as a kid to scaling a home service franchise to 600+ employees.  Now, the co-founder and CEO of Cultivate Advisors, one of the largest business growth and value advising firms in North...

ABOUT CASEY

Casey Clark has only been an entrepreneur; from paper routes as a kid to scaling a home service franchise to 600+ employees.  Now, the co-founder and CEO of Cultivate Advisors, one of the largest business growth and value advising firms in North America. Casey was recently awarded ‘Best Entrepreneur’ by Titan Business Awards. Additionally, his team of 150+ has landed on the Inc 5000 list of fastest growing companies seven years in a row by helping thousands of businesses reach their growth, scale and exit objectives.

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