READY TO EXPERIENCE SUMMIT LIVE?
Join remodeling leaders from across North America for three days of strategy, connection, and ideas built for business growth.
As a Certified Exit Planning Advisor® (CEPA®) with over 20 years of experience, Jerrey helps business owners and family-owned businesses prepare for and navigate successful transitions.
Having supported 40+ business exits, primarily in construction and service-based industries, he understands where value is created and where it can quietly erode.
Jerrey helps guide clients through every stage of the process, from exit and succession planning to investment strategy, estate planning, and multigenerational wealth transfer, helping ensure they transition on their terms and with clarity around what their wealth is meant to accomplish.
Join remodeling leaders from across North America for three days of strategy, connection, and ideas built for business growth.
You’ve built a more mature business, and not every Summit session is going to hit the same way it might for someone earlier in the journey.
We get it. That’s why we created the Mentor Lounge, a private space for Mentor members to connect, network, and share ideas with members from the other Mentor groups throughout the main Summit day.
The lounge will be open Tuesday from 1:00 – 4:00 PM and Wednesday from 9:30 AM – 4:00 PM. Stop in between sessions, during sessions that are not the right fit, or whenever you want to have a more advanced peer conversation. You’ll also have a private lunch buffet in the lounge, along with two Mentor-exclusive sessions during the breakout blocks. Think of it as your home base for the day.
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