The 2023 Exit Planning Summit – Site Launch!

The Exit Planning Summit is the largest exit planning conference in the world. This year, Exit Planning Institute will welcome hundreds of Certified Exit Planning Advisors, business owners, and professional advisors to Scottsdale, Arizona, for three days of immersive, engaging, and educational programming. 

Learn a bit more about the 2023 Exit Planning Summit sessions, speakers, and partners. 

Engaging Sessions

Based on attendee feedback from our previous Exit Planning Summits, we have updated our Summit agenda to feature a broader assortment of sessions throughout the three-day conference. In addition to our highly-rated Learning Labs and Power Sessions, this year we will introduce Summit Breakout sessions and supplemental workshop programming. 

We are excited to share that we have 16 breakout sessions taking place on Monday, May 22 and Tuesday, May 23. These breakout sessions offer Summit attendees to learn introductory education on exit planning topics, learn key business development strategies, and gain a mastery level of understanding of value growth and exit planning. 

In addition to our programming from Sunday, May 21 – Tuesday, May 23, we also have two workshops available for attendees to enhance their Summit experience. These deep-dive workshops will highlight areas of great interest for our CEPAs and EPI Community. Join us on Wednesday and Thursday after the conclusion of the Exit Planning Summit and attend one of these fantastic workshops. 

View our agenda to see some of the sessions you can look forward to at the Summit this May!     

Industry Leading Speakers 

The 2023 Exit Planning Summit features over 30 speakers from a variety of business development, value growth, and exit planning backgrounds. Our speakers include members of the EPI Team, EPI Faculty, and EPI Thought Leadership Council members. We also are excited to have Super Bowl Champion, Ben Utecht lead a Power Session, and Michael Kitces, Chief Financial Nerd at take the main stage as one of our Keynotes during the Summit! 

Later this year, we will share interviews with our Main Stage speakers and announce our second Keynote Speaker! 

Meet some of our Exit Planning Summit Speakers and learn a bit more about their expertise.     

Influential Partnerships

Exit Planning Institute works with many influential industry partners throughout the year. Our industry partners provide the resources, network, and knowledge that support our vast CEPA community. We are pleased to announce that the 2023 Summit will have a large exhibit hall with over 30 partners. This year our Title Partner, REAG, will host a breakout session and present a new award during our Excellence in Exit Planning Awards ceremony.

We are also excited to share that this year we have Gold, Silver, and Bronze Partners as part of our Summit experience. Gold Partner, Capitaliz will share a breakout session and is our food and beverage partner for the duration of the Summit. Silver Partner, The Founders Group, will host our Charity Giveback Social and present a Learning Lab at this year’s Summit. Our Bronze Partner, UBS, will welcome all attendees to the Summit during our Welcome Social and share a Learning Lab session on Sunday. 

Meet our Exit Planning Summit Partners here.

Are you interested in being a Summit Partner this year? Read the benefits of becoming a trusted Exit Planning Summit Partner here! 

Register for the 2023 Exit Planning Summit! 

Ever wish Black Friday discounts were available longer than just one week in November? Instead of waiting, we’re launching this year’s bundles early to create a Season of Deals!

Register for the 2023 Exit Planning Summit during our Season of Deals and save $1,500!  

2023 Exit Planning Summit + Owner Engagement Bundle

  • Black Friday Price: $1,295 | Retail Price: $2,795 

This package is perfect for any advisor looking to advance their exit planning knowledge, directly engage business owners, and have unique experiences with industry leaders at the largest Exit Planning conference in the world.

The package Includes registration to the 2023 Exit Planning Summit and our Owner Engagement Content Package. The Owner Engagement Content package includes a collection of owner-facing content to help directly land small to lower-middle-market business owner clients. This content is used in EPI’s Owner Roundtable series and acts as a starter kit for engaging owners. The content includes Infographics, Whitepapers, Articles, Blog Posts, Email Campaigns, Research, Presentations, Engagement Letters, Mini Assessment Tools, and Meeting Templates.

Register here.

Become a Summit VIP

This year as we celebrate ten years of the Value Acceleration Methodology and State of Owner Readiness Research, Exit Planning Institute is offering three exclusive VIP packages to enhance your Exit Planning Summit experience. 

Summit Session Recordings – $295 (unlimited quantity)

This year’s Summit features introductory, business development, and mastery-level sessions by top industry professionals. The Summit Session Recordings package provides you with the recordings from all 16 breakout sessions and two main stage sessions from EPI CEO, Christopher Snider.

  • 16 breakout sessions
  • General Session by Chris Snider – Evolution of Exit Planning
  • General Session by Chris Snider – Case Study Fireside Chat with Experts

Get the Package!

 Summit VIP Experience – $595 (unlimited quantity)

Get more time with EPI leaders with our Summit VIP Experience package. You will receive all benefits of the Summit Session Recordings package and private sessions with EPI faculty, the EPI Thought Leadership Council, and Chris and Scott Snider. You will also be the first to receive the second edition of Walking To Destiny with three signed copies from Chris Snider.

  • Summit Session Recordings
  • 3 signed copies of the brand-new Walking to Destiny 2nd Edition book
  • Exclusive Pre-Summit webinar “Getting the Best Return on Your Summit Experience”
  • Exclusive Pre-Summit Fireside Chat Lunch with Chris Snider on Sunday
  • Exclusive VIP Reception with EPI Faculty and Partners
  • Private Morning Breakfast Q&A Session on Monday and Tuesday with Chris Snider, Scott Snider, and EPI Thought Leadership Council 

Get the Package!

The Summit 50 Experience – $1395 (limited to 50)

The Summit 50 Experience is our most exclusive VIP package for the 2023 Exit Planning Summit. Limited to 50 attendees, this package includes everything from the Summit VIP Experience and additional strategy sessions with the EPI Executive Team, exit planning resources, private meals with the EPI Partners and Faculty, and three virtual workshops to discuss business owner engagement.

  • A limited and exclusive group of 50 CEPAs
  • All Summit VIP Experience benefits plus…
  • Sunday evening private reception with Chris & Scott Snider, VIP Guests, and Keynote Speakers
  • Monday private lunch with EPI Partners & Faculty
  • Monday evening private dinner with Chris and Scott Snider
  • The Exit Planning Library, including 20 different signed books from the Author Showcase 
  • (1) Private one-on-one strategy meeting with Chris & Scott Snider and EPI Executive Team 

Get the Package!

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