Summit of Senior Level Business Advisors Collaborating to Learn and Share Best Practices
Summit: Monday October 5 at 1:00 to Wednesday October 7 at 12:00.
Bonus Session! Monday 9-12: CLARITY Software 'How To' Deep Dive, George & Guests
Guiding Idea:
"Networked execution methodology that integrates advisors, proprietary software, data, and agentic AI into formalized collaboration matrices, aligning all towards increasing Strategic Capacity."
Panels, Presentations & Workshops
The 2026 Committee is working hard, putting together a killer event. Stay Tuned, get on the list! (below)
"There will be over 2,000 years of advisory experience in the room, and this Summit will leverage our collective knowledge as personal and business advisors. We will roll up our sleeves and together define best practices for winning engagements, delivering client wins, and collaborating as advisory teams. I am excited to have your voices in this unique and powerful event!" -George Sandmann, Founder &. CEO
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The Business Enterprise Institute 'BEI' is home to the CExP exit planning certification. BEI delivers the industry's most well respected certification. Many in the Growth-Drive community earn Exit Planning certificates and certifications here. BEI also offers business growth and continuity planning programs which connect closely with the CLARITY 'Protect Value' analysis. Learn more a www.exitplanning.com.
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BeReady Advisors partners with business advisors needing specialized exit planning solutions for their clients. Our team leverages extensive expertise, best-in-class service, and a suite of industry certifications to help business advisors maximize client value.
We create meaningful partnerships that drive business growth and success through mentorship, collaboration, and innovative strategies. Learn more at https://bereadyadvisors.com/
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The Strategic Referral Team helps Growth-Drive advisors turn trusted relationships into consistent, high-value referrals. Their proven system builds referral pipelines by aligning professionals around client intent, strategic capacity, and collaborative value creation.
"At SRT, our focus is on helping you build and optimize your own Strategic Referral Teams. In fact, we bet that you already have one built. We can quickly help you get it producing results that will change your life."
Learn more at https://strategicreferralteam.com/
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