2026 EXIT PLANNING SUMMIT AGENDA
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Utilizing AI is a hot button in our profession and the use of technology to streamline and strengthen the Value Acceleration Methodology is critical. CEPAs, through case study examples, will learn how to help business owners implement AI blueprints, a discovery process that coincides with business readiness and the discovery process, and design a roadmap for implementation that empowers people to be better people. CEPAs will also be exposed to how they can use technology and AI in their presentation process of Value Acceleration and within their own firms to leverage more effective tactics to better owner engagement and conversations.
- Apply AI-driven frameworks to enhance the Value Acceleration Methodology and improve business owner outcomes.
- Evaluate business readiness using an AI-informed discovery process aligned with Value Acceleration principles.
- Design and implement AI blueprints that support scalable, people-centered business improvements.
- Integrate AI and technology into client presentations to strengthen engagement and communication with business owners.
- Leverage AI tools within their own firms to streamline processes and drive more effective advisor-client conversations.
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