ABOUT US
What is the Exit Planning Summit?
The Exit Planning Summit, brought to you by the Exit Planning Institute, is the annual premier exit planning event, bringing in advisors from across the globe for three days of education, networking, and connection. Offering a variety of workshops, sessions, socials, and more, the Summit is the perfect opportunity to continue your journey to best-in-class.
THE EXIT PLANNING SUMMIT WILL HELP YOU EXCEL WITH:
- Experiences
- Immerse yourself in everything the Exit Planning Summit offers, including the best-in-class exit planning education opportunities led by experts across the industry. Between mainstage sessions, workshops, and more, there are ample opportunities to expand your acumen.
- People
- Connect with like-minded peers through collaboration, coursework, and networking opportunities, as the Summit brings together individuals across the exit planning ecosystem on a global scale. Engage with the Exit Planning Institute’s expansive partner network and meaningfully strengthen your industry relationships.
- Innovation
- Be at the forefront of the conversation, as the Exit Planning Summit propels ideas and innovation across the space. Engage in intentional growth as you participate in the premier exit planning event and leave the Summit with ideas and inspiration at the forefront of your mind.
WHAT IS THE EXIT PLANNING INSTITUTE?
The Exit Planning Institute® (EPI) is the leading authority on exit planning, dedicated to helping business owners build significant companies and achieve alignment in their personal, financial, and business goals. Since its inception in 2005, EPI has set the industry standard for exit planning via education, networking, and a robust ecosystem of resources. Through the Certified Exit Planning Advisor (CEPA®) program, advisors are given the tools and language to build value through EPI’s Value Acceleration Methodology™. The Methodology enables the owner and the CEPA to align personal, business, and financial goals, grow the value of the business through the four intangible capitals, and take control of their legacy. Exit planning is now.
