2026 EXIT PLANNING SUMMIT AGENDA
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Led by award-winning 17-year veteran CEPA and EPI Faculty Member, Sean Hutchison, this session will focus on how three best-in-class CEPAs took the Value Acceleration Methodology and integrated it into their approach with business owners. Jesse Abercrombie, Joe Seetoo, and Renee Russo have mastered their approach with business owners as exit planners and Certified Exit Planning Advisors. From the language they use with business owners daily that make the most impact, to marketing and business development tactics that generate new business and collaborative relationships these three best-in-class advisors will showcase their practices.
In this Q&A session, Sean will focus on what language the panelists are using, how they built out their practices, how they integrated the methodology into their brand, what thought leadership platforms they are using and what they are putting on them, and how they navigate compliance where needed.
- Understand techniques for effective thought leadership
- Understand the process of integrating VAM into your practice and approach
- Understand what tactics are most effective with business owners
- Understand how to collaborate with fellow advisors and build out your COI
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