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2027 SPEAKER LINEUP

The 2027 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.

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BREAKOUT

Neil McPeak

CEPA® , CFP-2

Managing Partner

Knowing Isn’t Doing: How to Turn Exit Planning Expertise into Business Owner Action

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Neil McPeak Jr., CFP®, CEPA®, is a Financial Advisor and Managing Partner with McPeak Wealth Management Group. He advises business owners, executives, and multigenerational families, with a particular focus on privately held business owners...

ABOUT NEIL

Neil McPeak Jr., CFP®, CEPA®, is a Financial Advisor and Managing Partner with McPeak Wealth Management Group. He advises business owners, executives, and multigenerational families, with a particular focus on privately held business owners preparing for succession, transition, or liquidity events. A Wharton graduate and former U.S. National Team rower, Neil was recognized as a finalist for EPI’s Exit Planner of the Year.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. McPeak Wealth Management Group is a separate entity from WFAFN

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