WORKSHOPS
Step beyond the main Exit Planning Summit sessions and dive deep into specialized learning experiences designed to elevate your exit planning expertise. Each workshop and symposium is crafted to provide practical tools, actionable strategies, and meaningful connections with industry leaders.
*Please note that each workshop is happening at the same time, so it is highly recommended that you register for the one that best suits your interests. Seating for all workshops is limited.*
MASTERING THE TRIGGERING EVENT WORKSHOP
Unlock the full potential of the Triggering Event with Christopher Snider, author, CEO, and creator of the Value Acceleration Methodology™. This interactive workshop goes beyond theory. Learn how to sell, conduct, and deliver a Triggering Event that drives results. Christopher will share insider strategies, real-world examples, and actionable tips to help you confidently guide business owners through this pivotal stage of the exit planning process.
ADVANCED TAX PLANNING WORKSHOP
In this workshop, discover advanced tax planning techniques that can significantly increase the amount that lands in the owner’s bank account. Through practical insights and detailed examples, learn how early planning and smart mitigation strategies can transform your approach to exit readiness, ensuring that The Math works in your favor.
WOMEN IN EXIT PLANNING SYMPOSIUM
Join a dynamic community of top women in exit planning for an immersive, interactive experience. This symposium features thought-provoking panel discussions, keynote presentations from industry leaders, collaborative case study group work, and high-value networking opportunities. Walk away with actionable strategies, new perspectives, and connections that can advance your professional growth and impact within the exit planning community.
NEW! SHINE: HOW TO MAXIMIZE YOUR IMPACT AND INNER PEACE
Join us as we shine a spotlight on one of the most overlooked, yet critical, aspects of exit planning: the personal planning leg of the stool. Too often, business owners and advisors focus solely on business and financial readiness, leaving personal planning as an afterthought. In this workshop, we’ll break down what personal planning truly means, why it’s essential to long-term success, and how to help owners align their personal goals with their business exit strategy. You’ll walk away with a clearer framework, practical tools, and the confidence to guide your clients toward a more balanced, intentional, and fulfilling transition.
NEW for Financial Advisors Only!
FROM CEPA TO SPECIALIST: HOW FINANCIAL ADVISORS WIN WITH BUSINESS OWNERS
With limited seats available, this hands-on CEPA Immersion workshop is designed to help financial advisors transform their CEPA designation into a repeatable framework for growth. Through practical talk tracks, proven strategies, and a repeatable framework, you’ll learn how to deepen relationships with business owners, grow your book of business, and position yourself as a true Business Owner Specialist.
Led by Casey Clark, CEO of Cultivate Advisors, this session will open-source the exact tools and playbooks used to engage over 3,000 business owners—and show you how to put them into action immediately.
