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.
Dan Sigman
Daniel E. Sigman, CFP®, CEPA®, CDFA®, CEBS® is a seasoned financial professional dedicated to helping business owners, executives, and families navigate complex financial decisions with clarity and confidence. As a Financial Advisor based in Spring...
ABOUT DAN
Daniel E. Sigman, CFP®, CEPA®, CDFA®, CEBS® is a seasoned financial professional dedicated to helping business owners, executives, and families navigate complex financial decisions with clarity and confidence. As a Financial Advisor based in Spring Grove, Illinois, he brings a holistic, planning-focused approach that integrates wealth management, exit planning, and employee benefit strategies.
Daniel holds multiple advanced professional designations that reflect his commitment to comprehensive, client-centered advice. As a Certified Financial Planner™ (CFP®), he adheres to rigorous standards in delivering fiduciary-level financial planning. His Certified Exit Planning Advisor (CEPA®) designation positions him to guide business owners through the critical process of preparing for, executing, and optimizing business exits—aligning personal, financial, and business goals well before a transition occurs.
In addition, Daniel is a Certified Divorce Financial Analyst® (CDFA®), supporting individuals and couples with informed financial guidance during divorce, helping them understand the long-term implications of settlement decisions. His Certified Employee Benefit Specialist® (CEBS®) credential underscores deep expertise in employee benefits and retirement plans, allowing him to help business owners and organizations design and implement effective, competitive benefit strategies.
Daniel’s multidisciplinary background enables him to serve as a strategic partner to clients at pivotal life and business moments—whether planning for a business transition, navigating personal change, or building long-term financial security. He is passionate about helping clients make informed decisions that preserve and grow wealth across generations.