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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.

PANELIST,MAIN STAGE

Mark Sims

CEO

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Mark Sims will serve as Chief Executive Officer of Arca Risk, bringing more than 30 years of leadership experience in enterprise risk management, insurance consulting, and advisor-driven business development 

Throughout his career, Mark has helped...

ABOUT MARK

Mark Sims will serve as Chief Executive Officer of Arca Risk, bringing more than 30 years of leadership experience in enterprise risk management, insurance consulting, and advisor-driven business development 

Throughout his career, Mark has helped privately held companies, high net worth individuals, and business owners identify, finance, and mitigate catastrophic and enterprise level risks. His expertise includes structuring customized insurance and employee benefit strategies that can transform traditional insurance expenditures into strategically managed financial assets through Private Insurance-Linked Securities. 

Mark has built an extensive national network of trusted professional relationships including CPAs, investment advisors, tax attorneys, estate planning firms, family offices, and other sophisticated financial professionals. These relationships provide Arca with a strong foundation for client acquisition, strategic partnerships, and long-term distribution growth. 

Known for his consultative approach, Mark specializes in designing highly customized risk-management solutions that address each client’s operational exposures, financial objectives, asset-protection needs, succession plans, and long-term wealth preservation goals. His ability to translate complex insurance and risk-financing concepts into practical business strategies has made him a trusted resource to both business owners and their professional advisors. 

Mark is also a nationally recognized speaker and educator. He is frequently invited to present to professional organizations, industry associations, CPA firms, and advisor groups throughout the United States. His presentations focus on the strategic use of private insurance for enterprise risk management, asset protection, wealth preservation, employee benefits, and business succession and exit planning. 

As a National Registry Continuing Professional Education Sponsor recognized by the National Association of State Boards of Accountancy, Mark delivers accredited education on enterprise risk management and insurance. He regularly leads industry specific webinars, professional education programs, and live presentations for CPAs and financial advisors seeking to understand the private insurance marketplace and the strategic advantages of the Puerto Rico insurance domicile. 

Mark’s combination of technical expertise, industry relationships, educational leadership, and proven ability to develop sophisticated insurance opportunities positions him to leads Arca’’s growth. Under his direction, Arca intends to build a scalable, advisor-driven enterprise focused on disciplined underwriting, innovative risk-financing solutions, strong client relationships, and long-term shareholder value. 

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