The Exit Planning Summit is headed back to Scottsdale in May 2023. Join EPI May 21-23 at the Phoenician, A Luxury Collection Resort, in Scottsdale, Arizona as we bring together hundreds of Certified Exit Planning Advisors, professional advisors, and business owners for three days of exceptional educational content. Summit attendees will hear exit planning lessons and stories from dozens of industry leaders, advance their practice with actionable education, and access a large referral network of advisors from across the globe.
At our 2022 Exit Planning Summit, we had over 35 trusted industry partners in our exhibit hall, providing attendees with the connections and resources to expand their advisory practice. This year, we are excited to announce that our exhibit hall will be larger than ever.
Do you want to be a part of the most significant exit planning conference in the world? Are you interested in being viewed as a trusted partner in the exit planning industry?
Exit Planning Summit Partnerships
We have a variety of partnership packages available for the 2023 Exit Planning Summit. These packages begin at a General Partner level and can be customized with a variety of partner benefits. With many available options to partner with Exit Planning Institute at this Summit, you have the opportunity to be a prominently featured industry expert to hundreds of advisors.
Partnership Benefits
While each partnership package offers its own specific benefits, each Exit Planning Summit Partner receives the following benefits with their partnership.
- Your business, company bio, website, and logo will be prominently featured on the Exit Planning Summit website.
- EPI will share a piece of your company’s content with our advisor network.
- Your logo will be featured in all Summit email campaigns leading up to the Summit in May 2023.
- Space in our exhibit hall for all three days of the Exit Planning Summit to connect with Summit attendees.
- Your branding will be highlighted during our Summit Afterparty on Tuesday, May 23.
- Each partner will have advertisement space in our 2023 Exit Planning Summit workbook to place a full-color designed advertisement to be approved by the Exit Planning Institute team.
- You will receive personalized marketing images highlighting your partnership with the Exit Planning Institute to share with your network across social platforms, email campaigns, and on your website.
This year we are offering three Premium General Partner packages that include an expanded 15 x 15 exhibit booth and 23 General Partner packages that include a 4 x 8 exhibit booth.
Enhance Your Partnership
Breakout Session – 2 spots available
Present a 50-minute breakout session on Monday, May 22 or Tuesday, May 23
Wi-Fi Partner – 1 spot available
Name and logo included on all Wi-Fi information and branding for the duration of the event and included in Summit Workbook. Wi-Fi access page will redirect to your company website
Branded Summit Bag Partner – 1 spot available
Your branding will be prominently featured on a Summit tote bag provided to all attendees at registration
Learning Lab Partner – 12 spots available
Present a 20-minute Learning Lab session on Sunday, May 21, to educate the attendees on the importance of your service or product
Pre-Summit Golf Partner – 1 spot available
Partner for a branded golf outing for 32 VIP Summit attendees on Saturday, May 20. All attendees will receive branded golf balls and hats with your company logo.
Do You Want to Be a Summit Partner?
Last year our Summit Partnerships sold out very quickly! Do not miss your chance to be a Partner for the 2023 Exit Planning Summit. Contact Jesse Hudson to discuss partnership levels.
Are you interested in being a trusted industry partner at the 2023 Exit Planning Summit? Request more information about our partnership packages.
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