2026 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.
Family & Business Success, LLC
www.fabsuccess.bizWe are Family Enterprise Advisors who are system-informed. We transform complex human dynamics into best-in-class family enterprises. Our mission is to energize family enterprises with fresh perspectives, elevate them to higher levels of performance, and ensure they endure across generations. Family enterprises operate at the intersection of ownership, leadership, and relationships. Our firm exists to help professional advisors reduce this execution risk. We work alongside legal, accounting, wealth, and transaction professionals to ensure that the family enterprises have the clarity, alignment, and leadership capacity necessary to implement and sustain technically sound advice. We do not replace other advisors. We complement them by addressing the relational and organizational dynamics that most directly affect follow-through.
We specialize in:
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Decision-Rights Mapping: Creating clarity around who has final authority to approve major moves.
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Governance Charters: Establishing formal forums, voting logic, and membership rules for family and business councils.
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Documentation Discipline: Implementing a rigorous cadence of meetings, agendas, and decision logs to prevent "authority whiplash".
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Successor Readiness: Designing "authority-ramp" plans that build legitimacy for the next generation in clear, measurable stages.
How We Partner with Advisor Teams
We are designed to plug directly into the professional advisor ecosystem. While legal, tax, and wealth professionals handle the technical design, we own the alignment processes. We reduce friction for the lead advisor by surfacing predictable tension early and translating emotions into actionable business choices. Amy Wirtz is an affiliated consultant with The FBCG.
How Our Community Sponsors Make it Happen:
- 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.