The Exit Planning Summit
Marco Island, Florida
April 28–30, 2024
The premier conference for advisors dedicated to enhancing business value and aligning personal and financial strategies for business owners.
"I can’t say how much I enjoyed the summit. The caliber of speakers was just tremendous. Honestly, I think it is the best conference I’ve ever been to.”
"The Summit was time unbelievably well spent. The connections I made and conversations I had left me feeling inspired, motivated, and excited to continue to focus on this critical education for advisors."
"The Summit is amazing. I signed up for everything, the complete VIP package, and it has not only paid for itself, but I am net positive $20k on business from the networking during the Summit. I have been attending conferences for over 25 years and you can always get the ’temperature’ of the organization by how approachable the most successful and senior credential holders are. The best of the best of CEPA and EPI are also the most helpful and available. "
“Great conference! You have definitely validated my selection of EPI for my professional designation and have done a great job of promoting EPI and the CEPA credential. You definitely are practicing what you preach.”
The Exit Planning Summit provides an invaluable opportunity to build community and deeply collaborate with like-minded peers who share a common goal: setting Business Owners free. Not only is it rich in incredibly relevant, high-value content, but also provides an invitation to immerse yourself in a living business transition. The Summit is now the pinnacle of my professional year — I am counting down the weeks until we get to do it all again in Marco Island, FL, April 2024!
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