3 Ways to Get the Most Out of Your 2024 Exit Planning Summit Experience

Exit Planning Institute is heading to Marco Island this April for the 2024 Exit Planning Summit. Join EPI at the JW Marriott Marco Island Beach Resort to cultivate lasting relationships and establish enduring connections with influential business owners, setting the stage for a consistent stream of successful sales opportunities.

In addition to our best-in-class speakers and sessions during the main portion of the Summit, this year we have three enhancements to ensure you get the most out of your time in Marco Island for the largest exit planning conference in the world! 

Join the Inaugural EPI Golf Outing

Experience the beauty of Marco Island from the Hammock Bay Golf Course. Meet your fellow Exit Planning Summit attendees the day before the conference kicks off and enjoy 18 holes of golf on this breathtaking course. 

We understand that everyone’s schedule and preferences are unique. To accommodate your needs, we offer two different booking options:

Foursome Reservations: Gather your colleagues, friends, or associates and reserve an entire foursome for $1,250. This option allows you to experience the course together and enjoy a fun and challenging round of golf in great company.

Individual Spots: If you prefer a more diverse golfing experience, secure your single spot for $350. In this option, you’ll be expertly paired with advisors and partners from our vast network. This presents a fantastic opportunity to meet and connect with a variety of professionals while enjoying a round of golf and stimulating conversation.

To ensure your place at this extraordinary event, reserve your spot now. With limited availability, these golfing opportunities are in high demand and tend to fill up quickly. Do not miss the chance to create lasting memories, expand your professional network, and kickstart your Exit Planning Summit experience with a round of golf in beautiful Marco Island.

Become an Exit Planning Summit VIP

Enjoy more time with EPI leadership, Summit speakers, and trusted industry partners as a Summit VIP. This year we have two VIP packages available for Summit attendees to enhance their Summit experience. 

Summit VIP 

Get more time with EPI leaders with our Summit VIP Experience package. You will receive express access at our socials, the EPI Thought Leadership Council, and Chris and Scott Snider. 

The Summit VIP Experience ensures you are part of an exclusive network of advisors with additional access to the EPI team during the Summit as well as a Mastermind Session with Chris Snider after the Summit concludes!

Learn more! 

The Summit 50 Experience 

The Summit 50 Experience is our most exclusive VIP package for the 2024 Exit Planning Summit. This package includes everything from the Summit VIP Experience and additional sessions with the EPI Executive team, exit planning resources, private meals with the EPI Partners and Faculty, and exclusive access to the Summit Keynote Speakers!

This package is limited to just 50 individuals. This exclusivity ensures that you have the opportunity to engage in meaningful and personalized interactions with industry leaders, peers, and experts in the exit planning field. 

The Summit 50 Experience is tailored for those who seek an exceptional and immersive Summit experience. Prepare to be inspired, informed, and connected as you embark on a journey that will not only elevate your exit planning knowledge but also leave you with lasting memories and invaluable connections in the exit planning industry.

Learn more!

Attend a Pre-Summit Workshop

This year, Exit Planning Institute offers two incredible workshops on Sunday, April 28 before the Summit officially begins. These workshops provide Summit attendees with the opportunity to hear from best-in-class exit planning professionals in a more intimate and engaging setting. 

Mastering the Triggering Event

Learn How to Sell, Conduct, and Deliver the Triggering Event. During this interactive workshop with the creator of the Value Acceleration Methodology, Author and CEO Chris Snider, will provide insights and share his tips to sell, conduct, and deliver a Triggering Event. This workshop is exclusive to 40 people ensuring you receive one-on-one time with Chris to get your exit planning questions answered.

The Triggering Event is an independent personal, financial, and business assessment correlated to the business range of value. This first step in the Value Acceleration Methodology™ is a game-changer. It is a supercharged business valuation because it not only tells owners what their business is worth today (if anything), but it also tells them what its potential Best-in-Class Value may be.

Learn more!

Women in Exit Planning Symposium 

Attend this Symposium and experience panel sessions, keynote speakers, collaborative case study group work, and networking opportunities with top women in the exit planning community. We aim to bring together women in the exit planning community from all different advisor specialties as well as all those who work with women entrepreneurs. 

The opportunity to work with women entrepreneurs closely impacts all CEPAs and this Symposium will help to educate CEPAs, advisors, and owners on best-in-class strategies. Join our panel of experts as they share best practices, discuss the unique challenges facing women in the exit planning profession, and how to build value in your business.

Learn more!

Have You Registered Yet? 

The Exit Planning Summit provides advisors with a transformative impact. Elevate your approach to business owners, foster meaningful interactions, and experience conversations that drive effective exit planning strategies.

Immerse yourself in a transformative experience at the forefront of exit planning in Marco Island from April 28 – 30. Join hundreds of professional advisors and their teams for three days of enriching education, actionable insights, and global networking at the 2024 Exit Planning Summit. 

Join us in Marco Island this April!