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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.

 

Jeffrey Breese

Jeff Breese has been involved with family business since childhood. He grew up next door to the business his grandfather owned and watched as the third generation (his father) never got the chance to take over. As a Gen 2 in his own business, he has...

ABOUT JEFFREY

Jeff Breese has been involved with family business since childhood. He grew up next door to the business his grandfather owned and watched as the third generation (his father) never got the chance to take over. As a Gen 2 in his own business, he has walked the path of family succession. For the past 15 years he’s helped owners align their personal, financial, and business interests to successfully transition their life’s work and find meaning in the ‘afterlife’. He’s the founder of The Wealth Stewards, a firm dedicated to the full spectrum of issues owners face with the wealth derived from their dedication to their craft. With offices in Arizona and Massachusetts, they serve owners and families across the U.S.

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