Unlocking Excellence: How REAG Supports Advisors and CEPAs in Building Value

EPI Summit

The Title Partner for EPI’s 2024 Exit Planning Summit

REAG proudly takes center stage as the Title Partner of the highly anticipated 2024 Exit Planning Summit, making it the second consecutive year of their invaluable support. Scheduled to be the largest exit planning conference globally, this year’s summit in Marco Island, Florida boasts three full days of immersive sessions, featuring over 35 distinguished speakers, supplemental workshops, and a network of over 30 trusted industry partners. This event is designed to empower CEPAs and exit planning professionals by providing them with essential resources, education, and experiences to elevate their advisory practice.

Set against the picturesque backdrop of Marco Island, the 2024 Exit Planning Summit promises a transformative impact for advisors. It is an opportunity to refine approaches to business owners, engage in meaningful interactions, and participate in conversations that drive effective exit planning strategies. Attendees can expect to cultivate lasting relationships and establish enduring connections, laying the groundwork for a consistent stream of successful sales opportunities.

REAG is excited to present another amazing Exit Planning Summit as Title Partner,” remarked REAG Founding Partner Scott Mashuda. “As the top conference for advisors, the Summit is the premier gathering that not only forges meaningful connections but drives the strategic relationships essential for unlocking unmatched value in the industry.” 

REAG will be present in the exhibit hall throughout the summit, inviting attendees to explore their booth and learn more about how they contribute to the exit planning process. Additionally, REAG will host a Learning Lab session on Sunday, April 28, marking the beginning of the summit, where they will share insights from real-life deals and delve into the pivotal role organizations like REAG play in driving significant business transformations through mergers and acquisitions.

Recently, the REAG team shared their thoughts on the decision to carry the torch again as Title Partner for the second consecutive year, with The Exit Planning Institute – read the full interview here.

CEPA in excellence award banner

As the Title Partner, REAG also assumes the role of presenting partner for the 2024 Excellence in Exit Planning Awards. These awards recognize and celebrate CEPAs making a positive impact in the industry, with categories such as Member of the Year, Thought Leader of the Year, and the prestigious Peter Christman Exit Planner of the Year Award. Nominations for these esteemed awards are now open, providing an opportunity to acknowledge and honor the outstanding contributions of individuals shaping the exit planning profession.

Excellence in Exit Planning Awards

The Excellence in Exit Planning Awards are made up of three prestigious honors: The Member of the Year, Leader of the Year, and the Peter Christman Exit Planner of the Year. 

Member of the Year Award

The Member of the Year Award is presented to a CEPA who contributes significantly to the EPI community of advisors and the overall exit planning profession. They act as a critical leader and expert in their local or regional marketplace and lead exit planning education while driving market awareness.

Thought Leader of the Year Award

The Thought Leader of the Year Award is presented to a CEPA who has successfully trailblazed a first-of-its-kind project, initiative, or practice that has made a significant contribution to the exit planning profession and the overall community. This advisor is also a thought leader; someone who has taken a position and become a regarded expert/specialist in a specific niche area, who tasks, innovates, and influences, and above all, showcases characteristics of collaboration. 

Peter Christman Exit Planner of the Year Award

Named after the co-founder of EPI, the Peter Christman Exit Planner of the Year Award is the highest honor offered in the exit planning industry. It is awarded to a CEPA who either practices exit planning, manages exit planning engagements, educates business owners and advisors, or provides industry-changing exit planning solutions or tools that can be directly tied to changing outcomes for business owners and leading advisors. This advisor makes significant contributions to the industry and exemplifies the core values and characteristics of EPI and the CEPA credential while making a uniquely significant impact on the larger exit planning profession on a local, regional, national, and/or international scale. 

The nominations for these prestigious awards are open now – nominate a CEPA today and register for the 2024 Exit Planning Summit now and we’ll see you in Marco Island!

Through mergers and acquisitions (M&A) transactions, REAG works closely with entrepreneurs, advisors and CEPAs as a strategic partner to deliver insights, build value and foster meaningful connections that drive successful business transformations. If you are ready for the next chapter of your entrepreneurial journey, reach out, and let’s begin together.