Each year the Exit Planning Summit brings together top professionals in the exit planning industry sharing ideas, sharpening their strategies, and establishing key relationships. This event keeps advisors ahead in an evolving field, providing them with the insights, tools, and relationships they need to create lasting value for clients and grow their practices.
Known as the Super Bowl of Exit Planning, the summit is hosted annually by EPI and is powered through our CEPAs. The three-day event is a space for growth, both personally and professionally. Advisors from around the world come together to engage in collaborative learning and connect with peers who understand their challenges, all while enjoying a relaxed and social atmosphere.
Professional advisors who are looking to advance their knowledge and drive best practices. Attendees are offered exclusive hands-on opportunities, connecting with the exit planning community and tapping into the leadership and influential power. Hear from Amy Wirtz, our 2024 Exit Planner of the Year, about why attending the Summit is the perfect next step for you!
Each course creates long lasting value aligning personal, financial, and business goals. You’ll experience the following:
Resource and Solution Labs
Sit in on partnerships, owner engagement, strategies, and much more to help business owners grow value while supporting advisors in expanding their firms.
Main Stage Sessions
Panels and expert presentations that share strategies reshaping the future of exit planning.
Keynote Address
Start the summit on Monday morning with an inspiring keynote designed to set the tone for the days ahead.
Breakout Sessions
Tailored sessions for advisors at different stages, covering value growth, exit strategies, and business development.
Power Sessions
Brief, TED-style talks offering fresh perceptions that challenge the way advisors think about exit planning.
Save the date for our 2025 Exit Planning Summit! This event hosted by our team will take place from Sunday, May 4, 2025 – Tuesday, May 6, 2025, at the Sunseeker Resort in Charlotte Harbor, Florida.
This Florida venue offers the perfect combination of learning, networking, and relaxation. Whether you’re attending sessions or connecting with peers by the water, you’ll leave energized and ready to take your practice to the next level.
Make the most of your experience by upgrading to the All-Access Pass for exclusive perks! This package gives you access to premium content first, access to special guests including Christopher Snider, the Creator of the Value Acceleration Methodology, and much more.
Visit the Summit website or follow us on LinkedIn for the latest updates.
If you’re passionate about growing your practice, the Exit Planning Summit is the place to be. It’s your chance to connect with top professionals, gain new strategies, and leave inspired to make an even greater impact.
We’d love to see you there!