Sessions Overview
The Exit Planning Summit features an assortment of session types to fully immerse advisors in exit planning content from industry experts, partners, and thought leaders.
Learn from the best. Business owners who are going through or have executed an exit and transition away from their company. Scott Snider, EPIs President, will lead the discussion fellow business owners discussing their relationship with journey from growth, value creation, and exit.
- Identify key lessons from business owners who have successfully navigated growth, value creation, and exit.
- Analyze the stages of the exit and transition journey from the owner’s perspective.
- Evaluate the decisions and strategies that contributed to successful value creation and transition outcomes.
- Apply real-world insights to better support business owners through growth and exit planning conversations.