The Exit Planning Summit is three days of networking, learning, and connection for Certified Exit Planning Advisors (CEPA®) who want to create more value for their business-owner clients. But once the event ends, the real work begins.
The days and weeks after the Exit Planning Summit are where inspiration turns into action and where the real return on investment lives. Whether you left Nashville with new contacts, a better understanding of the evolving exit planning process, or strategies you plan on implementing in your own practice, it’s always a great idea to have a plan for what comes next.
Stay Connected with the Exit Planning Community
The first thing to do after you’ve returned from the 2026 Exit Planning Summit is to connect with the people you met at the event. Whether that’s through LinkedIn or the new CEPA Connect platform, available to CEPA Plus and CEPA Mastery members, staying in touch with your new contacts is crucial for building a successful referral network or a group of trusted peers to bounce ideas or issues off of.
A simple follow-up message can go a long way in turning a quick introduction into a lasting professional relationship. Keeping those relationships active also helps extend the value of the Exit Planning Summit well beyond the event itself.
The more you stay engaged with the people and ideas you encounter, the more likely it is that those connections will continue to support your growth throughout the year.
Keep on Learning with EPI Academy
Keep the momentum you built at the Exit Planning Summit by taking advantage of the courses offered on EPI Academy, the Exit Planning Institute’s® (EPI) online learning platform.
CEPA Plus members get access to three new EPI Academy courses each year to help complete their required continuing education (CE) hours.
CEPA Immersion Events are another way to gain insights into how to successfully activate your credential. These three-hour virtual events take place every other month and are hosted in collaboration with Cultivate Advisors. These events are especially useful for new CEPAs who have just earned their credential and are looking to hit the ground running.
Led by Casey Clarke, CEO and Co-Founder of Cultivate, CEPA Immersion Events are designed to give advisors practical frameworks and tools to work with their business owner-clients toward the Triggering Event. Registration for these events is $99. To learn more, visit CEPAImmersionEvents.com or read this blog for a deeper look at what you’ll walk away with.
Start Planning for the 2027 Exit Planning Summit
After you've had the chance to put into action all of the ideas you gathered at this year’s Exit Planning Summit, it is never too early to start thinking about next year.
Take note of the sessions, speakers, and conversations that had the greatest impact so you can revisit them later. Those notes can help you identify what you want to learn more about before the 2027 Exit Planning Summit.
Planning ahead also helps you stay intentional about your learning. Rather than viewing the Exit Planning Summit as a one-off event, you can treat it as a milestone in a broader cycle of growth, connection, and professional development.
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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