2026 EXIT PLANNING SUMMIT AGENDA
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Understanding the elements of a best-in-class CEPA is critical to long-term success. In this session Scott Snider, President of Exit Planning Institute alongside members of the Thought Leadership Council will these BIC elements, the psychology of business owners, how to meet owners where they are and connect with them at deeper levels, and talk to unlocking the language of the Value Acceleration Methodology.
- Identify the key elements of a best-in-class CEPA and why they matter for long-term success
- Understand the psychology of business owners and how it impacts decision-making
- Learn how to meet business owners where they are in their journey
- Develop strategies to build deeper, more meaningful connections with owners
- Decode and apply the language of the Value Acceleration Methodology
- Explore how top CEPAs use these elements to drive stronger client outcomes
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