2024 Exit Planning Summit (Silver Partner) Exit Strategy and what principles have helped

and what principles have helped family businesses beat the odds and find “success” in succession

and determine if private equity is the right fit for achieving client goals

The Live Music Stage will be set for all socials with Partner branding

strategies for handling pre-empts

This creates a great branding opportunity with an element that the attendees will wear throughout their stay at the resort

2024 Exit Planning Summit (Silver Partner) Exit Strategy and what principles have helpedWhen: Sunday, April 28 Tuesday, April 30, 2024 Where: JW Marriott Marco Island Beach Resort 400 S Collier Blvd, Marco Island, FL 34145 The Exit Planning Summit is back in 2024! We are thrilled to welcome professional advisors back to a world class in person conference. Our Exit Planning Summit is where top CEPAs come to build deep relationships, advance their skillset and knowledge, and share best practices.