REAG is proud to return as Title Sponsor of the 2026 Exit Planning Summit — our fourth consecutive year — at the Gaylord Opryland Resort and Convention Center, April 19–21.
For us, the Summit isn’t just an event. It’s where the relationships that drive premium client outcomes get built. If you’re a CEPA heading to Nashville, here’s exactly where we’ll be, what we’re presenting, and how to make the most of the week together.
We’re in It from Pre-Discover to Close
Most investment banks show up at the Decide Gate and leave when it closes. REAG stands alongside CEPAs through the entire Value Acceleration Methodology — from Pre-Discover to close.
CEPAs know a successful exit rests on a three-legged stool: business, personal, and financial. REAG covers two of those legs. We bring market intelligence, valuation context, and transaction execution on the business side — and a human-centered approach on the personal side. You bring the financial planning and the client relationship. Together, all three legs hold.
Here’s how that looks across the methodology:
- Pre-Discover: Market intelligence, valuation trends, and real-time deal flow to inform early client conversations.
- Discover: Collaborative triggering event support and strategic action planning.
- Prepare: Situational guidance on highest-impact priorities, due diligence preparation to protect value, and ongoing strategic support as goals evolve.
- Decide: Full transaction execution — third-party sale, MBO, recap, growth through acquisition or generational transfer.
The REAG Team at the 2026 Exit Planning Summit
We’re not just on the banner. We’re on the stage.
Sunday, April 19 | 7:00–11:30 AM Women in Exit Planning Symposium — Jaclyn Ring presenting: The Power of the Right Table: How Advisor Alignment Changes the Exit Experience
Sunday, April 19 | 5:00–7:00 PM Welcome Social — Visit us at Booth 607/705 (next to the FunZone) as exhibits open.
Monday, April 20 | 6:30 AM–6:00 PM Exhibits open all day — stop by Booth 607/705 to connect with the team.
Tuesday, April 21 | 7:00–8:00 AM Sunrise Table Talks — Aaron Stremick hosting: The Second Bite of the Apple: How Rollover Equity Creates Winning Outcomes for Business Owners
Tuesday, April 21 | 1:00–2:30 PM Breakout Case Study — Inside the Mind of an Investment Banker: How Deals Are Shaped by Good Advice, Bad Advice, or No Advice, featuring Rebecca Fatica, Scott Mashuda, and Jaclyn Ring.
Essential Resources for CEPAs Before You Arrive
Make the most of your conversations in Nashville. Here’s the REAG content library organized by stage:
- Pre-Discover — Maximizing Your CEPA Journey: How REAG provides market intelligence and valuation context before the triggering event conversation begins.
- Discover — Discover Success Together: How REAG supports the triggering event and strategic action planning alongside your client.
- Prepare — Collaborative Steps Between REAG and CEPAs: How REAG helps de-risk the business and build the virtual company book before going to market.
- Decide — Navigating the Sale with REAG: How REAG executes the transaction while you stay in the lead as trusted advisor.
- Full Overview — REAG’s Value Acceleration Support: A complete look at how REAG supports CEPAs and their clients across the entire process.
Visit REAG’s CEPA Portal for tools built for how CEPAs actually work — including the Pre-Discover Checklist, CIM Checklist, Due Diligence Request List, and more.
Let’s Connect Before We Get There
Nashville is three weeks away. Whether you want to prep for a client conversation, talk through a deal in process, or just introduce yourself before the Summit kicks off — we’d love to connect ahead of time.
Find us at Booth 607/705 or connect with us before you arrive:
- Scott Mashuda, Founding Partner & CEO
- Todd Torquato, Founding Partner & COO
- Jaclyn Ring, Director
- Aaron Stremick, Vice President
- Rebecca Fatica, Vice President
- Jonathan Smith, Associate
- Harshid Patel, Analyst
Learn more about the REAG team
Schedule a conversation with the REAG team before April 19, and come to Nashville ready to make the most of the week.
Visit our CEPA Portal for advanced resources, tools, checklists, and partnership content designed to support optimal client outcomes at every stage of the Value Acceleration Methodology.
Since 2004, REAG has been the trusted M&A execution partner for CEPAs and exit planning professionals in the lower middle market. We deliver winning outcomes for business owners by combining deep financial acumen, sector insight, and a human-centered approach.
