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Join us May 4-6, 2025 in Charlotte Harbor, FL at the Sunseeker Resort for the 2025 Exit Planning Summit! The premier conference for advisors dedicated to enhancing business value and aligning personal and financial strategies for business owners.

Complete the form below to begin your registration process.

1. REGISTRANT INFORMATION

First name*

Last name*

Email*

Preferred Nickname (If Applicable)The name you would like displayed on your Summit name tag

Dietary Restrictions*Please list any dietary restrictions you would like EPI to be aware of. Please mark N/A if not applicable.

Are you looking to register for more than one person?*

2. CORPORATE INFORMATION

Job Title*

Company name*

Advisor Type (If Applicable)

CFP® Number (If Applicable)

3. TERMS OF AGREEMENT

Please review the following Terms of Agreement. Click the checkboxes below to indicate acceptance of these terms.

I authorize the use of my likeness in photo and video content from the Summit in all marketing materials subject to the discretion of EPI.*

I certify that all information listed on this form is correct and is representative of my signature. I also understand that this information will be used to create my Summit name tag and no onsite reprints will be offered. *

*You will be directed to the shopping cart

to review and finalize your purchase.

For further assistance: Contact Member Experience at (216) 712-4244 or memberexperience@beyondCEPA.com.

2025 Summit Registration

1. REGISTRANT INFORMATION

2. CORPORATE INFORMATION

3. TERMS OF AGREEMENT

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