The Exit Planning Summit is the biggest annual gathering of Certified Exit Planning Advisors (CEPA®) looking to stay ahead of the curve in value creation. In 2027, the event returns, building on the changes and energy from the 2026 Exit Planning Summit in Nashville.
As the exit planning profession continues to grow, the Exit Planning Summit is the best opportunity to connect, learn, and engage with peers who help business owners build more valuable companies and achieve better transition outcomes.
The 2027 Exit Planning Summit is a must-attend event for advisors looking to expand their knowledge and network.
What You Can Expect
The Exit Planning Summit is a three-day experience built around connecting with other advisors in the exit-planning world and providing them with proven strategies they can implement right away. If you’re a first-time attendee or returning to the Exit Planning Summit, you can expect a mix of educational sessions, insights from thought leaders, and networking opportunities that support professional growth and business development.
The Exit Planning Institute® (EPI) community is one of the biggest benefits of attending the Exit Planning Summit. In 2026, we introduced several new networking opportunities, including new Summit Exploration time and dedicated socials, designed to allow attendees time to exchange ideas and learn from real-world experiences.
Building on What We Introduced in 2026
The 2027 Exit Planning Summit will build on the record-setting 2026 event. In Nashville, new announcements, including a new CEPA member model, a new networking platform, and a renewed focus on personal planning, set the stage for a continued evolution of the Exit Planning Summit.
When you register for the 2027 Exit Planning Summit, you will get the same experience you’ve come to expect from EPI, along with more opportunities to deepen both your network and your exit planning knowledge.
Heading to a New Destination
The Exit Planning Summit heads to a new location in 2027, Southern California. The exit planning community will gather at the new Gaylord Pacific Hotel & Resort in Chula Vista. This stop marks the Exit Planning Summit’s return to California, home to six EPI Chapters, and our 2026 Growth and Impact Week.
Registration is Now Open
Registration for the 2027 Exit Planning Summit is now open. For CEPA Plus members, Exit Planning Summit registration is included with membership, making it even easier to take advantage of this important event.
CEPAs who gained access to the CEPA Plus tier after completing the certification exam do not receive Exit Planning Summit registration as part of their membership.
If you are part of the exit planning community and want to stay connected to the latest ideas, people, and opportunities in the profession, the 2027 Exit Planning Summit is worth adding to your calendar now. It is a chance to learn, connect, and grow alongside others who are equally committed to helping business owners succeed.
Related Resources
About the Exit Planning Summit
The Exit Planning Summit is the premier exit planning event, spanning over the course of three days. It provides attendees the opportunity to experience hands-on education, make new connections with like-minded individuals, and spark innovation in the profession. It is the annual, global gathering for exit planning professionals committed to expanding their offerings to clients and becoming value-driven.
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