REAG Brings Expertise and Innovation to EPI Summit
CHARLOTTE HARBOR, FL – April 23, 2025 – REAG proudly returns as Title Partner for the 2025 Exit Planning Summit, taking place May 4-6 in Charlotte Harbor, Florida. This marks REAG‘s third consecutive year as the premier sponsor of this elite professional development event that brings together top Certified Exit Planning Advisors (CEPAs) from around the world.
The Exit Planning Summit stands as the cornerstone event where elite advisors transform business value and owner legacies. REAG’s continued partnership underscores its commitment to advancing excellence in exit planning and supporting the professional advisory community.
REAG Leadership Featured Throughout the Summit
REAG’s leadership team will share their expertise across multiple sessions:
Sunday, May 4
- Women in Exit Planning Symposium: Jaclyn Ring will lead a roundtable discussion during this special pre-conference event, fostering collaboration among women leaders in the exit planning space.
- Excellence in Exit Planning Awards Lunch: Scott Mashuda will present prestigious industry awards recognizing outstanding achievement in exit planning.
- Fair Market Value vs Strategic Value: Don’t Leave Money on the Table: Scott Mashuda will present this Resource & Solutions Lab, providing actionable insights on maximizing business value.
Monday, May 5
- Nobody Likes Surprises: Educate Your Clients on Deal Structures to Navigate the Sale Smoothly: REAG-lead panel featuring Scott Mashuda as panelist and Jaclyn Ring as moderator.
Tuesday, May 6
- Sunrise Table Talks – How to Use M&A to Achieve Extraordinary Results For You and Your Clients: Todd Torquato will lead and facilitate this early-morning roundtable discussion.
2025 Summit Highlights
Attendees of the 2025 Exit Planning Summit can expect to:
- Connect with elite advisors shaping the future of exit planning
- Master cutting-edge value growth strategies from industry pioneers
- Build lasting relationships with top CEPAs and thought leaders
- Transform how they deliver value to business owners
Exit planning professionals are encouraged to reserve their spot today for this premier professional development event. For more information about REAG’s participation or to schedule a meeting with REAG leadership during the summit, please contact Todd Torquato: ttorquato @ reag.com.
About REAG’s CEPA Partnership
As an industry leader, REAG champions collaboration and innovation within the professional advisory community. The company’s CEPA Partnership Portal provides targeted resources and tools to enhance client service capabilities and facilitate successful business transitions.
About REAG
REAG specializes in Mergers and Acquisitions and Private Capital Market Advisory Services in the Lower Middle Market with a commitment to meaningful engagement and long-term collaboration. For over two decades, REAG has helped founder/owners, leadership teams, private equity groups, and family offices optimize cash flow and overcome challenges to grow, maximize the value of their businesses, and successfully transfer ownership.
About Exit Planning Institute
Pioneering an industry since 2005, The Exit Planning Institute™ (EPI™) serves an elite, high-caliber network of professional advisors fully committed to serving the needs of business owners from diverse areas of professional specialty. This includes attorneys, CPAs and accountants, business brokers, financial planners, valuation advisors, investment bankers, estate planners, commercial lenders, consultants, wealth managers, insurance professionals, Mergers & Acquisition advisors, and other professional advisors.
