Recap of the 2024 Exit Planning Summit

Logo and title over pool and hotel beach scene

The 2024 Exit Planning Summit offered attendees a diverse array of workshops, networking opportunities, and transformative sessions, enhancing their exit planning knowledge and professional networks. 

Here's What You Missed:


Workshops and Learning Labs

Learned valuable insights from Chris Snider’s workshop ‘Mastering the Triggering Event’, the Women in Exit Planning Symposium, Learning Labs, Sunrise Table Talks and Power Sessions. 

Keynote and Breakout Sessions

Gerry O’Brion’s keynote, Dan Negroni’s keynote, and the subsequent breakout sessions provided a wealth of knowledge on business development, value growth, and exit planning strategies.  

Networking Opportunities

Connected with industry partners and experts during the Welcome Social, Charity Giveback auction, the Excellence in Exit Planning award ceremony, networking in the Exhibit Hall, Author Showcase, golfing, case study group work, and the Summit After Party Social. 

Sign Up for the 2025 Summit!

The 2025 Exit Planning Summit is set to take place from Sunday, May 4, 2025 - Tuesday, May 6, 2025, at the luxurious Sunseeker Resort in Charlotte Harbor, FL. Register for another epic event filled with cutting-edge insights, industry-leading speakers, and unparalleled networking opportunities today! 

Interested in sponsoring the event? Become a partner for the 2025 Summit today!