---
title: Highlights from the 2025 Exit Planning Summit
description: Dive into a brief recap of the 2025 Exit Planning Summit, where education, networking, and celebration took center stage.
image: https://blog.exit-planning-institute.org/hubfs/25Summit_Highlights-TopTakeaways2.png
---

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## THE EXIT PLANNING BLOG

Keep up-to-date with exit planning, succession planning, industry trends, unique specialty insights, and useful content for professional advisors and business owners.

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# Highlights from the 2025 Exit Planning Summit

 by [**Kellie Nock**](https://blog.exit-planning-institute.org/author/kellie-nock) on May 13, 2025

![2025 Top Takeaways & What's Next Exit Planning Summit man and women attendees chat at the Summit](https://blog.exit-planning-institute.org/hubfs/25Summit_Highlights-TopTakeaways2.png)

## Highlights from the 2025 Exit Planning Summit

Experiences, people, and innovation took center stage at the 2025 Exit Planning Summit, which was held from May 4 to May 6, 2025, at the Sunseeker Resort in Charlotte Harbor, Florida. Here’s a quick overview of everything you might have missed during the 2025 Exit Planning Summit.

### Here’s What You Missed:

### Workshops and Resource & Solution Labs

These special learning opportunities included workshops such as “Mastering the Triggering Event” led by Exit Planning Institute® (EPI) CEO Christopher Snider, a “Women in Exit Planning Symposium," and more.

- Mastering the Triggering Event led by Christopher Snider: Attendees joined an interactive workshop to learn from Christopher on the ins and outs of the Triggering Event, as described in *[Walking to Destiny.](https://exit-planning-institute.org/en-us/walking-destiny)*
- Women in Exit Planning Symposium: A women-led discussion panel on how to better connect with women business owners and advisors. Led by experts Jaclyn Ring, Carrie Kerpen, Tina Corner Stolz, Susan Latremoille, Marianne Oehser, and Julia Richardson. 
- Advanced Tax Planning Workshop: Led by Joe Strazzeri and Shelley Lightfoot, this workshop focused on all things tax planning, including how to reduce, eliminate, or delay taxes on sale. 

Twenty-minute Resource and Solution Labs were quickfire ways for attendees to learn and absorb exit planning concepts. Hosted by industry leaders, these flash-learning opportunities covered a wide array of topics from various exit planning tools to philanthropy to taxes and more.

### Keynote and Mainstage Sessions

This year’s keynote, hosted by EPI President Scott Snider, Legacy Motor Club Co-Owner and NASCAR Alum Jimmie Johnson, and Lincoln Property Company Senior Executive Vice President Johno Harris, focused on crafting championship legacies. Alongside the keynote, other mainstage sessions provided ample opportunities for attendees to expand their [Value Acceleration Methodology™](https://blog.exit-planning-institute.org/exit-planning-philosophy-value-acceleration) expertise.

On Monday, CEPA and EPI Thought Leadership Council Member Justin Goodbead took the main stage to share his eight-figure exit story, emphasizing how crucial it was for him to shift his mindset to fully embrace this expansive growth in just 49 months. This session provided attendees with the opportunity to learn firsthand from someone who not only understands the process of Value Acceleration but also practices it every day. 

On Tuesday evening, EPI Circle of Excellence member and CEPA John Warrilow shared a world premiere of exclusive research on business owners' mindsets. This data deep dive engaged attendees in conversations about how to better serve business owners, including across generations. 

### Breakout Sessions

Breakout sessions offered an excellent learning opportunity for attendees seeking to expand their knowledge on specific exit planning subjects. These hour-long sessions, led by industry leaders, covered a wide range of topics, including thought leadership, personal planning, establishing an exit planning practice, and many other rich and valuable subjects.  

Additionally, breakout sessions allowed attendees to connect with various referral sources, tools, and resources. 

### Power Sessions

These "TED Talk" style sessions are designed not only to educate Exit Planning Summit attendees but also to inspire them to focus on the core theme of the Summit—Experiences, People, and Innovation (EPI). These laser-focused sessions empower advisors to better connect with business owners, enhance their expertise, and drive value in their own work. This year's included: 

- Unlocking Potential: Turning Growth Pains into Exit Opportunities, led by Tim Weerasiri
- Why Gifting a Family Business to the Next Generation is Destroying Family Wealth, led by Tom Deans
- Working with Women Business Owners: Close The Exit Gap, led by Carrie Kerpen
- Building Your Community, led by Andrew Cagnetta
- Discovering the Power Behind the People Component and Intentional Culture: Unlocked Freedom and Valuation, led by Kelly Knight. 

### Networking Opportunities

The Summit hosted numerous networking events, enabling advisors from around the world to connect and share insights and camaraderie. These events include the Welcome Social, Charity Giveback Social benefitting [Nicklaus Children's Hospital](https://www.nicklaushealth.org/home), the Author Showcase, and more.

## Looking Ahead

Looking forward to the 2026 Exit Planning Summit? Don’t worry. Registration is now open. EPI is set to take on Nashville, Tennessee, from April 19th through the 21st at the Gaylord Opryland Resort and Convention Center. [Learn more about the 2026 Summit here](https://exitplanningsummit.com/), and secure your spot for this premier exit planning event.

### Related Resources: 

- [About the Summit](https://exitplanningsummit.com/)
- [Meet the 2025 Excellence in Exit Planning Award Winners](https://blog.exit-planning-institute.org/2025-excellence-exit-planning-winners)
- [10 Things You Need for the Exit Planning Summit](https://blog.exit-planning-institute.org/10-things-exit-planning-summit)

Topics: [Blog](https://blog.exit-planning-institute.org/tag/blog) [Exit Planning Summit](https://blog.exit-planning-institute.org/tag/exit-planning-summit)

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