The Exit Planning Summit is always a must-attend event, but in 2026, as the Summit makes its way to its Nashville debut, it’s going to be better than ever.
From new ways to learn strategies to up your exit planning knowledge, to a pair of keynote speakers who are experts in building culture, social capital, and the personal side of owning a business, the 2026 Exit Planning Summit isn’t one you will want to miss.
Time to Get Personal
How many of your business-owner clients struggle to separate themselves from their business? How many know what they really want to do when they finally make their successful exit?
In 2026, the Exit Planning Summit is all about personal planning, the most overlooked part of the exit planning process. In addition to our keynote speakers, the 2026 Exit Planning Summit will feature speakers from all across the exit planning community.
In our main stage session, hear from Jerome Myers, Susan Latremoille, and Cara Gray, who will sit down with Exit Planning Institute® (EPI) President Scott Snider to speak on the most overlooked leg of the exit planning stool, the personal leg. In this panel discussion, Jerome, Susan, and Cara will discuss personal planning and how to communicate its importance to your business owner clients.
Meet Tommy Breedlove
Tommy Breedlove is the best-selling author of Legendary, a playbook of simple tools and strategies anyone can use to become truly Legendary in business and in life. Tommy began his career in finance at Deloitte as a senior associate before joining HLB Gross Collins in Atlanta as an international practice leader and serving on the board of directors.
Tommy left the corporate world in 2014 to pursue his passion for helping others achieve significance, balance, and true success. Today, he is the Founder of Legendary, where he helps business owners drive sustainable success. He is also an internationally recognized keynote speaker, delivering speeches for brands such as Toyota, HSBC, and the Exit Planning Institute® (EPI).
At the Exit Planning Summit, Tommy will provide attendees with actionable strategies they can take home and apply to their clients and personal lives. Tommy will discuss how to take control of your own time, find personal balance in your climb towards financial and business success, and build deep relationships to help uncover your life’s true purpose.
Meet Ben Utecht
Ben Utecht is a former NFL tight end with the Indianapolis Colts and Cincinnati Bengals, a Super Bowl champion, Chief Culture Officer of True North Private Equity, and author of The Champions Creed.
During his time in the NFL, Ben formed a special relationship with former Colts head coach and Pro Football Hall of Famer Tony Dungy, winning the Uncommon Award. This award, first awarded by Dungy in 2013, recognizes the recipients' uncommon leadership through character and faith.
At the 2026 Exit Planning Summit in Nashville, join Ben as he helps Certified Exit Planning Advisors (CEPA®) discover more about themselves and how to build a community creed that unites CEPAs together. Throughout Ben’s keynote, he will guide you and other CEPAs in the audience through the process of creating a community creed that provides clarity and alignment on what it means to be a CEPA and how you impact business owners.
A New Way to Learn at the Exit Planning Summit
EPI Academy faculty, including Justin Goodbread, Shina Culberson, Joe Strazzeri, and others, will also lead our new breakout sessions, covering topics such as a deep dive into determining business valuations through the Value Acceleration Methodology™, the impact of taxes on an exit, and more. These sessions will offer unique opportunities to learn from our faculty, featuring lecture-style talks, panel discussions, or in-depth case studies, depending on the topic.
Stay tuned to the Exit Planning Blog for our full agenda release, where you can learn more about these breakout sessions, reserve your spot in our workshops, and learn more about the speakers you’ll hear at the 2026 Exit Planning Summit.
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