Skip to content
  • 2023 Summit
    • Agenda
    • Speakers
    • Partners
  • Partnership
  • Venue
  • FAQs
  • VIP Packages
Menu
  • 2023 Summit
    • Agenda
    • Speakers
    • Partners
  • Partnership
  • Venue
  • FAQs
  • VIP Packages
Register
Register

Track: Learning Lab

The Exit Planning Summit Learning Labs are designed to give the professional advisor access to lucrative opportunities, resources, partners, and tools to accelerate their practice. These sessions will advance their knowledge in the exit planning profession within the Value Acceleration Methodology. Learning Labs are a must for any advisor looking for their next referral partner, revenue-generating opportunity, or the tools and resources you need to implement exit planning and value acceleration. Additionally, they offer you exposure to potential key members of your collaborative team and new strategies to implement in your practice.

How to Gain Tremendous Traction – Create more value Now AND at Exit

How To Use Real Estate To Maximize Sales Proceeds and Minimize Taxes

Business Exit Planning: Help Clients Keep More of their Sale Proceeds

2023 M&A Market Update – Balancing Risk and Reward

5 Content Marketing Tips to Get Owners to Think Exit

Communicating Your Value: Tactics for CEPA Financial Professionals to Help Gain New Clients

How to Effectively Work With an M&A Advisory Firm

Where Are All The Value Advisors?

FamTec: The Missing Link to The Collaborative Exit Planning Team’s Toolkit

Mitigate Against Catastrophic Risk While Creating a Profit Center

← older
  • 2023 Summit
    • Agenda
    • Speakers
    • Partners
  • Partnership
  • Venue
  • FAQs
  • VIP Packages
  • 2023 Summit
    • Agenda
    • Speakers
    • Partners
  • Partnership
  • Venue
  • FAQs
  • VIP Packages
  • 2023 Summit
    • Agenda
    • Speakers
    • Partners
  • Partnership
  • Venue
  • FAQs
  • VIP Packages
  • 2023 Summit
    • Agenda
    • Speakers
    • Partners
  • Partnership
  • Venue
  • FAQs
  • VIP Packages
Register
Register

Register for the Summit using code

KEYNOTE

for a special $1,200 rate!

*rate ends February 17, 2023*
Register Now
I'm already registered