Skip to content

GROWTH AND IMPACT WEEK

 A multi-day, in-person experience designed to help advisors and business leaders grow their firms, strengthen their companies, and create lasting impact. Growth and Impact Week is built for the advisor and the ecosystem that supports them. 

AN EXPERIENCE BUILT FOR GROWTH AND IMPACT

people-talking-at-event

What is Growth and Impact Week?

Growth and Impact Week breaks away from the traditional conference model. There are no tracks, forums, or competing sessions. Instead, it is two intentionally designed days of speakers, experts, and conversations focused on the decisions and opportunities advisors and business owners face today, including growth, leadership, alignment, and long-term value creation. As firms and companies navigate increasing complexity, this experience brings the right people together in the right environment, without distraction, fragmentation, or surface-level content. Built by Exit Planning Institute® (EPI), Growth and Impact Week prioritizes relevance, application, and momentum over volume, which is why attendance is limited to 150 attendees.

Who Should Attend?

Growth and Impact Week is designed for professionals who are serious about building lasting value:

    • Advisors who work closely with business owners

    • Business leaders focused on long-term growth and meaningful impact

    • Professionals who value depth, community, and real-world application

If you are looking for more than inspiration and want insight you can actually use, this experience is for you.

Advisors and Guests (1)

EXPLORE THE AGENDA

Growth & Impact Week delivers two days of focused, short-form education designed to help advisors and business leaders grow their firms and deepen their impact with business owners. All sessions take place in a single general session to encourage shared learning, meaningful discussion, and intentional relationship building. The content is interactive, practical, and implementation-driven—blending methodology, real-world advisor insights, and open Q&A to help attendees apply what they learn with confidence while building ROI-driven relationships.

Growth and Impact Shield Frame (1)

Day One Focus: Charity Giveback

Growth & Impact Week officially kicks off with a meaningful charity giveback event in partnership with Owners in Honor, setting the tone for a week centered on purpose, service, and impact. This dedicated opening experience brings the community together around shared values, creating space for authentic connection before the educational programming begins. Attendees will start the week by giving back, building relationships, and aligning around what matters most—reinforcing that Growth & Impact Week is about more than strategy alone, but about leading with intention, values, and community. 

Day Two Focus: Advisor Growth

The first day is an intentional investment in your development as an advisor. Sessions focus on how to grow your firm, refine your approach, and strengthen the way you serve business owners. Topics include firm growth strategy, leadership and team alignment, and evolving the advisor’s role to meet the changing needs of today’s business owners. Every session is built to be relevant, applicable, and immediately useful in your practice. 

2025-summit-attendees
WhatisEP-Shield

Day Three Focus: Shared Impact

The second day broadens the lens, with content relevant to both advisors and business owners and a strong emphasis on application, execution, and real-world results. 

Across both days, the experience balances expert-led sessions, purposeful networking, and dedicated time to connect, reflect, and apply what you are learning. Growth and Impact Week is about creating space for insight, relationships, and momentum that lasts well beyond the final day. 

GROWTH AND IMPACT GO BEYOND THE EVENT

Continue the conversation and explore the DriveValue.com®  ecosystem for advisors and business owners committed to long-term value creation.

THANKS TO OUR SPONSORS - we don't have any now, but we can just hide this section for now

  • REAG-WebLogo

     

  • c3ef5159-6bc4-48fd-a4c2-eba57cd731b7-company_logo-CAP_LOGO

     

  • Strazzeri Mancini Logo

     

  • Ella_Logo_2C_Pos

     

  • 3aaf06e0-7887-45b4-8c04-6bb4a879f766-company_logo-Standard-Color

     

  • 69b88a03-2bd2-43bb-8f4a-a674780472d5-company_logo-WM_R_rgbPE

     
Speakers

SPEAKERS

Speakers and experts at Growth and Impact Week are selected for real-world experience, not just thought leadership. Sessions are designed to spark conversation, challenge assumptions, and drive practical takeaways.

2023_Headshot_Scott-Snider-1

Scott Snider

President, Exit Planning Institute

justin goodbread

Justin Goodbread

Speaker

sam-smoot

Sam Smoot

Speaker

joe strazzeri

Joe Strazzeri

Speaker

COMMUNITY BEYOND THE SESSIONS

0b290cab35b4b9cd569294a8decb18f21bd0153a

Dedicated Networking Opportunities

Built-in time and intentional spaces designed for real conversations, meaningful connections, and relationships that continue long after the event.

2-25-epi-summit-session

A Curated Peer Community

Welcome socials, shared meals, and thoughtfully planned moments create natural opportunities to connect with peers in a relaxed, engaging environment.

_24A3133

Designed for Real Connection

A thoughtfully paced agenda and intentionally designed spaces create room for deeper conversations, relationship building, and trust, not surface-level networking.

DIVE DEEPER INTO THE GROWTH & IMPACT WEEK EXPERIENCE

Summit-Smile-01
drive-value-car-on-track

EXPLORE THE AGENDA

EXPLORE DRIVEVALUE.COM

View  the sessions, speakers, and flow of the week and explore how each day is intentionally designed to support advisor growth, shared impact, and meaningful connection. 

Discover the broader DriveValue ecosystem built for advisors and business owners focused on growth, alignment, and long-term value. Continue the conversation and stay connected beyond the event.

HAVE YOU REGISTERED YET?

Secure your spot at Growth and Impact Week before spaces fill up!