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.
Paul Gordon
I help agency owners turn a "job they own" into a transferable asset.
If you are a Generation X owner-operator of a CRM or MarTech agency doing $5M-$20M, you’ve likely successfully climbed the mountain, only to hit a vertical wall. You’ve become the...
ABOUT PAUL
I help agency owners turn a "job they own" into a transferable asset.
If you are a Generation X owner-operator of a CRM or MarTech agency doing $5M-$20M, you’ve likely successfully climbed the mountain, only to hit a vertical wall. You’ve become the ultimate bottleneck for every decision, client fire, and new initiative. You know you need to modernize with AI and prepare for your next chapter, but you’re too operationally exhausted to see the path forward.
I provide Relief as a Service™.
My expertise isn't theoretical; it’s lived. I built, scaled, and successfully exited a recognized Salesforce CRM & marketing technology business in 2021. I didn’t survive by working 80-hour weeks; I thrived by building the very systems I now use to help peers like you move from friction to freedom.
Through Teqtoniq, I follow a disciplined sequence to create Seismic Value for business owners:
- The Core (Operational Discipline): I act as your Fractional Integrator, leveraging a Business Operating System, like EOS®, to Identify, Protect, and Build. I focus on removing owner-dependency and fixing your foundation using the same methodology I used to run my own businesses.
- The Shift (AI Enablement): I stop the "Random Acts of AI" by using our Navigator360™ framework to harness technology with intention. My approach is backed by my credentials from the AI Academy (SmarterX) and the Marketing AI Institute, ensuring your AI strategy is built on trust, not just tools.
- The Horizon (Exit Readiness): As a Certified Exit Planning Advisor (CEPA®) and member of the Exit Planning Institute, I align your business, personal, and financial goals. I ensure your agency is a truly Transferable Asset, so you can harvest the full value of your life’s work when you're ready.
I’m not a career consultant; I’m a seasoned operator who knows the route through the vertical wall. Let’s shift your business from a state of survival to a state of freedom.
Ready to see where value is being built or blocked? Let’s have a 30-minute Clarity Conversation.
This session is about perspective, not a commitment.
