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by Colleen Kowalski on February 5, 2024
The 2024 Exit Planning Summit will be the largest exit planning conference in the world. With three full days of sessions, over 39 speakers, supplemental workshops, and over 25 trusted industry partners, the 2024 Exit Planning Summit promises to provide exit planning professionals with the resources, education, and experiences that will improve their advisory practice.
This year we are lucky to have worked with four top industry organizations as our Title, Gold, Silver, and Bronze Partners. REAG is serving as our Title Partner for the second year in a row. Learn more about our Gold, Silver, and Bronze partners and the resources they can provide for our exit planning community below.
Gold Partner: Capitaliz
Created by Succession Plus, Asia-Pacific’s leading business succession, and exit planning specialist firm, Capitaliz takes the tedium out of business advisory to vastly improve evaluations and the client experience.
When Craig West first started succession and exit planning in 2009 there were few tools available, and nothing specifically designed to evaluate businesses and map out the best course of action to maximize business value and achieve a successful exit.
He started to build tools, templates, and checklists for each client he worked with, added to them and updated them along the way, and built a five-stage, 21-step process that forms the core methodology which underpins Capitaliz. Having worked with over 700 mid-market businesses, their owners, and advisors for over 10 years, Craig knows the process works and has constantly refined the tools – to deliver these tools to be used by any advisor, anywhere, at the scale he created Capitaliz.
Capitaliz has a core group of very talented professionals focused on using this platform to help as many owners as possible to maximize business value.
Silver Partner: The Founders Group + Strazzeri Mancini LLP
The Silver partnership and Charity Giveback partnership is shared by Strazzeri Mancini LLP and The Founders Group.
Strazzeri Mancini helps affluent families and family businesses get to the heart of highly relevant matters and resolve messes in the areas of integrated tax and estate planning, business succession, and family governance counseling.
The Founders Group leads business owners through all phases of transition where increased clarity, net cash flow, and market value expands and solidifies choices for business transition: if, when, how, how much, and to whom.
These partners will also host a Learning Lab session on Sunday, April 28 at 1:30PM.
Bronze Partner: UBS
As the world’s largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions, and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending, and institutional and corporate financial advice. Clients have access to a wide range of products from the world’s leading third-party institutions that complement UBS’s own offerings.
Meet All Summit Partners
This year our Summit Partner Exhibit Hall is filled with over 25 trusted industry partners from a variety of specialities. This year we are excited to have Partners that are instrumental in every facet of the exit planning engagement. From software providers to education resources, and even charitable organizations, the 2024 Exit Planning Summit provides advisors and their teams with the chance to meet their next referral source, engage with industry experts, and expand their professional network.
Are you interested in being a Summit Partner? Explore our Summit Partnership Enhancements to make the most out of your partnership with the 2024 Exit Planning Summit.
For more information contact Manager, Strategic Relations, Josh Koza!
Attend the 2024 Exit Planning Summit
The Exit Planning Summit provides advisors with a transformative impact. Elevate your approach to business owners, foster meaningful interactions, and experience conversations that drive effective exit planning strategies. During the three-day Summit, attendees will cultivate lasting relationships and establish enduring connections with influential business owners, setting the stage for a consistent stream of successful sales opportunities.
Immerse yourself in a transformative experience at the forefront of exit planning in Marco Island from April 28 – 30. Join hundreds of professional advisors and their teams for three days of enriching education, actionable insights, and global networking at the 2024 Exit Planning Summit.
Join us in Marco Island this April!
