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2026 EXIT PLANNING SUMMIT AGENDA

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Kevin Mallory (VFM) and Drew Watkins (ella) met early in ella’s development. Seeing a shared opportunity to redefine the exit planning experience, they’re working together to bring ella to market. This learning lab is an interview between the two of them to discuss how to approach exit planning with a co-creation mindset. They will explore how to create an advantageous exit for your clients while talking about the similarities between exit planning and product development.

Kevin Mallory
Drew Watkins

To provide exit planning advisors with insights and strategies for leveraging a co-creation mindset to redefine the exit planning experience, drawing parallels between product development and crafting advantageous exits for clients. Through an interactive discussion, attendees will learn how collaboration can drive innovation and success in both client outcomes and business practices.

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