What a trip!

Skyler and Derek went to the Exit Planning Institute’s annual Summit in Marco Island, Florida.

It did not disappoint!

With over 800 professionals in the exit planning space, they made their way through the conference and made some incredible connections with great advisory teams as well as investment bankers, business brokers, tax professionals and value acceleration groups. All in all, the place was chock full of talent.

Skyler was invited to speak at the event for one of the “Power Sessions” which are designed to provide thought provoking insights to drive innovation and growth in the exit planning space. Of course, he took the opportunity to share the story of his lifeguarding days on Kauai and how that experience helped shape not just his outlook on relationships and business, but was also the inspiration for building the Aloha Wealth Partners brand.

The simple fact remains true – “Aloha doesn’t cost any money and it doesn’t take any effort and the more you give, the more you get.” (Billy Kenoi)

The beach in Marco Island was as picturesque as they come – fine white sandy beaches, clear blue water and a tropical sun that spent the day hypnotizing beachgoers into believing they were permanently on vacation.

Stay tuned for more content related to the trip, including a podcast segment and the full video of Skyler’s Power Session.

The team is definitely looking forward to next year’s summit at the Sunseeker Resort in Charlotte Harbor, Florida!

#epi #exitplanninginstitute #cepa #m&a #advisory #business #smallbusiness