REAG is Title Partner of EPI’s 2023 Exit Planning Institute Summit

REAG is Title Partner of EPI’s 2023 Exit Planning Institute Summit

REAG is Title Sponsor for the 2023 EPI Summit hosted by Exit Planning Institute

REAG is proud to be a Title Partner for the 2023 Exit Planning Summit May 21 – 23 in Scottsdale, AZ. Last year’s EPI Summit embraced a triumphant return to in-person meeting for the first time since 2019 and this year’s conference set to be another stunning event for top advisors, their teams, and business owners to share in inspiring experiences, build deeper relationships, and uncover innovative solutions for their business with a full 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. CEPAs will develop new or further current relationships, learn best practices, and advance themselves as advisors. Advisors will leave the Exit Planning Summit not only galvanized to accelerate their practice but with enhanced tools and connections to do so. 


REAG’s Jaclyn Ring, Todd Torquato & Scott Mashuda at 2023 Exit Planning Summit 

REAG Vice President Jaclyn Ring, CMAP will be joined by co-founders Todd Torquato and Scott Mashuda for an exclusive breakout session, “Mergers & Acquisitions: Deal Terms, Deal Killers and War Stories,” on Monday May 22nd at 9:30 AM. At this session, Ring, Torquato, and Mashuda will share insights, guidance, and more than two decades of experience working with sellers. 

On May 24th at 8:00 AM, join Jacyln Ring for an engaging day of discussions and connections at the “Women in Exit Planning Symposium.During this one-day event, participants will attend interactive, action-oriented workshops with leading experts and practitioners on topics such as building your advisory team, communicating value, closing dream clients, and much more.

The 2023 Exit Planning Summit will take place at The Phoencian, A Luxury Collection Resort in Scottsdale. To learn more and reserve your spot visit, 

About REAG 

REAG is a lower-middle market investment banking firm specializing in mergers and 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.