Clarity is only valuable if it leads to action. In this main-stage panel facilitated by Scott Snider, CEPAs will explore how to guide business owners from initial awareness to meaningful progress during the Discover and Prepare Gates of the Value Acceleration Methodology. The conversation focuses on strategic collaboration with tools and partners that support triggering events and build business, personal, and financial readiness—the three legs of the exit planning stool. Attendees will gain practical insight into when to introduce these resources, why they matter early in the journey, and how CEPA-led coordination turns clarity into forward momentum while reinforcing the advisor’s role as the strategic leader.
Featuring:
- Craig West with Capitaliz
- Kevin Mallory with ELLA
- Mark Sims with Madison Insurance Group
- Brian Trzcinski with MassMutual
- Kathleen Pritchard with Manulife John Hancock Investments
- Ben Hammer with Vanguard
- Joe Strazzeri with Strazzeri Mancini LLP
- Shelley Lightfoot with The Founders Group
This session qualifies for up to:
1.5 Value Acceleration Knowledge Hours
1.5 CFP Hours
1.5 CPE Hours
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