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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.

 

Sam Walters

Meet Sam Walters:

Succession and exit industry specialist adviser, Sam Walters, is Vice President (Client Relationships) with Capitaliz. Sam has specialized in exit planning since 2012 and has worked with circa 1,000 business owners to date. In...

ABOUT SAM

Meet Sam Walters:

Succession and exit industry specialist adviser, Sam Walters, is Vice President (Client Relationships) with Capitaliz. Sam has specialized in exit planning since 2012 and has worked with circa 1,000 business owners to date. In 2015, he was named a 40 Under 40 Honoree by the National Association of Certified Valuators & Analysts. He holds qualifications in accounting, financial analysis, credit analysis and business broking.

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