LIVE: The Exit

Name: The Exit
Start: 2026-09-14T12:00:00+00:00
End: 2026-09-14T12:30:00+00:00

Most advisors build a practice they cannot sell. Learn how to structure, position, and prepare your business so you can exit on your terms, whether that is five years from now or fifteen.

Who it's for:

Independent financial advisors, insurance professionals, and agency owners who want to retire or transition with real enterprise value, not just walk away from a book of business.

In this session, you’ll get:

What makes a financial practice sellable, and the three structural gaps that kill most deals before they start
How to calculate what your business is worth today and what it could be worth with the right positioning
A realistic timeline and milestones for building toward an exit, even if you are years away from pulling the trigger

What Leaders Are Saying:

Jason is a true leader, someone who understands the financial services industry at a deep and meaningful level and knows how to translate that knowledge into real growth. In my entire career, I have never seen a firm grow in every single measure the way that Florida Financial Advisors has.

Mike Vietri

Chief Distribution Officer for AmeriLife

Jason is not your typical speaker. His no-fluff, no-nonsense approach is backed by real systems and real processes. He teaches from a place of doing, not theory, and challenges people to expand how they think and execute.

Chase Gruening

Founder & CEO of GHW

Coach Burt is the coach of all coaches. There is no better words to describe you than prey drive.

Sharon Lechter

Where to watch live:

Register for Free

Replay access available for Greatness Lab Members