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GROWTH & IMPACT WEEK SPEAKER LINEUP

 The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market,  from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm. 

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Kyle Malavasi

Kyle Malavasi, CFP®, CEPA® works primarily with business owners and leaders who are in one of the three phases of their journey: 

  1. Business owners and leaders who have experienced a large liquidity event or who are planning for exiting their business...

ABOUT KYLE

Kyle Malavasi, CFP®, CEPA® works primarily with business owners and leaders who are in one of the three phases of their journey: 

  1. Business owners and leaders who have experienced a large liquidity event or who are planning for exiting their business in the next 1-5 years.
  2. Business owners and leaders who are looking to increase or maintain their momentum in their respective businesses.
  3. New business owners and leaders who are looking to establish themselves as a player in their respective industry.

He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Certified Exit Planning Advisor (CEPA®) which is a specialization in helping business owners and leaders prepare for and execute a successful exit strategy from their businesses. The primary focus is on business leaders maximizing the value of their company, minimizing potential risks, and aligning their exit with personal and financial goals.