Save Big on The 2023 Exit Planning Summit

The Exit Planning Summit is the largest exit planning conference in the world. Join EPI this May 21-23 as we welcome hundreds of Certified Exit Planning Advisors, business owners, and professional advisors to Scottsdale, Arizona, for three days of immersive, engaging, and educational programming. 

Learn more about the 2023 Exit Planning Summit and how you can save $1,500 on your registration!  

Engaging Sessions

Based on attendee feedback from our previous Exit Planning Summits, we have updated our Summit agenda to feature a broader assortment of sessions throughout the three-day conference. In addition to our highly-rated Learning Labs and Power Sessions, this year we will introduce Summit Breakout sessions and supplemental workshop programming. 

We are excited to share that we have 16 breakout sessions on Monday, May 22 and Tuesday, May 23. These breakout sessions offer Summit attendees to learn introductory education on exit planning topics, learn key business development strategies, and gain a mastery level of understanding of value growth and exit planning. 

In addition to our programming from Sunday, May 21 – Tuesday, May 23, we also have two workshops available for attendees to enhance their Summit experience. These deep-dive workshops will highlight areas of great interest for our CEPAs and EPI Community. Join us on Wednesday and Thursday after the conclusion of the Exit Planning Summit and attend one of these fantastic workshops. 

Save on Your Exit Planning Summit Registration

Our Exit Planning Summit + Owner Engagement Bundle package is perfect for any advisor looking to advance their exit planning knowledge, directly engage business owners, and have unique experiences with industry leaders at the largest Exit Planning conference in the world. Save $1,500 with this bundle!

The package Includes registration to the 2023 Exit Planning Summit and our Owner Engagement Content Package. The Owner Engagement Content package includes a collection of owner-facing content to help directly land small to lower-middle-market business owner clients. This content is used in EPI’s Owner Roundtable series and acts as a starter kit for engaging owners. The content includes Infographics, Whitepapers, Articles, Blog Posts, Email Campaigns, Research, Presentations, Engagement Letters, Mini Assessment Tools, and Meeting Templates.

Get the deal here!

View All Season of Deals Packages

Ever wish Black Friday discounts were available longer than just one week in November? We expanded our Black Friday discounts for an entire Season of Deals! We have five incredible packages with over $6,900 in savings for our EPI Community. See all available Seasons of Deals Packages here!

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