REAG is the Title Partner of EPI’s 2024 Exit Planning Institute Summit

REAG is the Title Partner of EPI’s 2024 Exit Planning Institute Summit

Cleveland, Ohio – REAG is proud to be the Title Partner of the 2024 Exit Planning Summit in Marco Island, Florida. From April 28 to 30, in partnership with Exit Planning Institute, REAG returns as Title Partner, championing the premier gathering that not only forges meaningful connections but also drives the strategic relationships essential for unlocking unmatched value in the industry.

Building on the success of last year’s conference in Scottsdale, the 2024 conference promises to be an exclusive and inspiring opportunity to build deeper relationships, and uncover breakthrough solutions across industries. 

REAG Founding Partner, Todd Torquato, expresses his continued enthusiasm in supporting EPI, stating, “[a]s industry leaders, we recognize the impact our actions can have in shaping a stronger community of investment bankers, capital providers, and CEPAs. It’s an honor to collaborate with EPI as we collectively strive to elevate industry standards, foster professional growth, and contribute to the development of a more dynamic and resilient ecosystem of advisors, working in concert, to achieve the best results for their clients. .”

With a packed agenda of sessions, socials, workshops, and expert insight. This is the opportunity for the best CEPAs from around the world to collaborate with their supporting partners and colleagues in an effort to create more valuable companies for their clients. 

As the Title Partner of the 2024 Exit Planning Summit, REAG will play a pivotal role in elevating the summit to new heights, providing a platform for professional advisors to converge and exchange insights on enhancing business value and aligning personal and financial strategies for business owners. 

The Summit serves as a testament to the industry’s resilience and adaptability, bringing together thought leaders, experts, and professionals to explore the latest trends and best practices in exit planning.

REAG looks forward to contributing to the success of this premier event and reinforcing its commitment to shaping the future of exit planning.

To register to attend and learn more, visit:

About REAG 

Based in Cleveland, OH, REAG specializes in lower-middle market investment banking, offering expertise in mergers, acquisitions, business valuations, strategic ownership planning, and private capital markets advisory. For over two decades, REAG has helped 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.