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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.

MAIN STAGE,PANELIST

Jason Kimball

CFA , ASA

Senior Managing Director, Corporate Evaluations

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As Senior Managing Director – Corporate Evaluations, Mr. Kimball leads the Valuation Group, both ensuring each associate’s professional development as well as the highest quality evaluations for Generational’s clients. He reviews each associate’s...

ABOUT JASON

As Senior Managing Director – Corporate Evaluations, Mr. Kimball leads the Valuation Group, both ensuring each associate’s professional development as well as the highest quality evaluations for Generational’s clients. He reviews each associate’s evaluations prior to shipment to the client and manages the client’s transition from the Evaluation phase to the Marketing phase.

Prior to entering the M&A industry, Jason was a small business bank officer and personal financial advisor. Jason earned his Bachelor of Business Administration from Stephen F. Austin State University and a Master of Business Administration from The University of North Texas. He is a Senior Member of the American Society of Appraisers and a Chartered Financial Analyst.

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