2026 EXIT PLANNING SUMMIT AGENDA
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To master the Methodology, the CEPA needs to understand it on a deeper technical level, not just by deliverable but also by the advisor’s roles within it through implementation of the methodology through sale or transition of the company. This session will focus on case study examples of the major technical deliverables, process, and approach of the technical aspects of Value Acceleration from the Discover Gate to the Prepare Gate, and the Decide Gate. CEPAs will understand types of business valuations and their uses throughout the Methodology, to the value creation and value growth process, to aspects of what makes an effective business strategy, financial and investment strategy, and personal plan and vision. In addition, we will dive into complex exit options and review tax strategies. The CEPA will leave by understanding Value Acceleration and the outcome by the numbers.
- Deepen technical understanding of the Value Acceleration Methodology across all phases
- Analyze key deliverables, processes, and advisor roles through real-world case studies
- Understand valuation types, value growth strategies, and integrated business, financial, and personal planning
- Evaluate complex exit options, including tax strategies and measurable outcomes
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