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2027 EXIT PLANNING SUMMIT SPONSORS

Every Exit Planning Summit is a bold vision of education, networking, and opportunities, realized thanks to the collaboration and commitment of extraordinary sponsors. These organizations bring the Summit to life through their strategic support, shared expertise, and a deep belief in our mission.  

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Cornerstone Business Services

www.cornerstone-business.com/

Cornerstone Business Services is a lower middle market investment bank based in Green Bay, Wisconsin. For over 25 years, Cornerstone has helped owners of founder-led and family-owned businesses, many of whom are first-time sellers, make well-informed decisions around what is often the largest business decision and financial transaction of their lives.

The firm primarily serves businesses with approximately $2 million to $25 million of EBITDA and focuses on three core service areas: Sell-side M&A to help owners realize the value of their life’s work, valuation work to help owners understand their value in today’s market, and buy-side M&A to help companies grow through acquisition. sell-side M&A to help owners realize the value of their life’s work.

Through its Power of Multiple Offers™ process, Cornerstone works to create competition and drive premium outcomes, giving owners options, leverage, and peace of mind that they did not leave hard-earned value on the table. Cornerstone’s goal is to help business owners Finish Strong, exit on their terms, and move into their next chapter with clarity and confidence.

Cornerstone is also the founding member of Cornerstone International Alliance, a global network of 35 member firms that expands buyer reach, market perspective, and cross-border relationships for lower middle market client 

 

How Our Community Sponsors Make it Happen:

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  • Amplifying Impact – Sponsors set the tone and elevate the Exit Planning Summit’s experience, enabling us to secure keynote experiences and transformational programming. 
  • Fueling Innovation – Sponsors collaborate to deliver hands-on sessions that spark real progress and new ideas. 
  • Creating Community – General sponsors help deliver the rich networking experiences and social events that make connections lasting and meaningful. 
  • Enabling Professional Growth – Through shared vision and support, every partner ensures we can offer this Exit Planning Summit as a high-value platform for professional advisors to expand their impact. 

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