SundayMay 1, 2022

Learning Labs

The Exit Planning Summit Learning Labs are designed to give the professional advisor access to lucrative opportunities, resources, partners, and tools to accelerate their practice. These sessions will advance their knowledge in the exit planning profession within the Value Acceleration Methodology. Learning Labs are a must for any advisor looking for their next referral partner, revenue-generating opportunity, or the tools and resources you need to implement exit planning and value acceleration. Additionally they offer you exposure to potential key members to your collaborative team and new strategies to implement in your practice.

Welcome Social

Network with some of the best experts and fellow advisors in the EPI Community while getting a jump on the morning registration line. Attend the opening Welcome Social on Sunday May 1, 2022. Here you can meet CEPAs, other advisors, and experts at The Exit Planning Summit and get all your materials for the Summit. This event is made possible with our partner River’s Edge Alliance Group, LLC.

MondayMay 2, 2022

Main Stage Speakers

On Monday, May 2, 2022 the Exit Planning Summit main stage will feature our Keynote Speaker, Gino Wickman as well as three leaders in the marketing, professional advisory, and executive leadership industries. Attendees will leave these sessions with actionable items to immediately begin implementing in their practice.

Business Owners Panel Discussion

Powered by Title Partner, UBS Financial Services, the Business Owners Panel Discussion is one of the hottest Summit sessions. Hear from business owners across the lower middle market who have exited their company or are currently in a transition.

Networking Opportunities

Deepening relationships and connecting with the diverse set of people who make up an exit planning team within the exit planning ecosystem is one of the most critical features of The Exit Planning Summit. EPI has built-in many opportunities for relationship building throughout the Summit. From morning breakfast discussion tables, to extended lunches, and longer breaks, all attendees are able to connect with people from multiple disciplines in the exit planning space.

Charity Giveback Social

This informal, vibrant, and fun event allows you to further network while generating funds for a local nonprofit organization through a live and silent auction. Auction proceeds and donations will go directly to the nonprofit organization. This event includes entertainment, an open bar, heavy hors d’oeuvres, and networking, in addition to the auction component. This event is made possible with our partner Strazzeri Mancini LLP who has already made a contribution to the nonprofit organization.

TuesdayMay 3, 2022

Best Practice Panel Discussions

Exit planning advisors are typically broken down into two groups. The first are advisors that educate and influence business owners with their exit planning training and knowledge. The second group are value advisors that manage and execute the process and provide consultative work to business owners. In these concurrently held sessions, advisors will select their path and hear from some of the best within their space. In these best practices sessions advisors will gather insights on marketing, implementation, and how to build exit planning teams. They will also learn how to manage the Value Acceleration Methodology, what tools and resources to use, and how to incorporate the methodology into their practice successfully. 

Collaborative and Interactive Learning Experience

Through this case study-based session, attendees will be assigned a small group to work with. This will allow for attendees to share their exit planning knowledge while learning from other experts within the space as they dive deep into a small to lower middle market company case study. In small groups attendees will answer questions, conduct an enterprise value assessment, and have a discussion around the case study-based company. Following this session, EPI will have an expert panel who breaks down the case and provides insights on Value Acceleration while taking questions from the audience.

Power Sessions

The most highly rated session of The Exit Planning Summit is the Power Sessions. These TED-Talk style sessions provide the audience with a thought provoking, inspiring, and motivational experience that transforms the way we think and provides actionable education and insights. The audience will hear from experts who represent Experiences, People, and Innovation. Three elements needed to be a top advisor in the exit planning space.

The Summit Afterparty

Celebrate the successful 2022 Exit Planning Summit and get one last opportunity to build relationships with fellow advisors within the space at the Summit Afterparty event. Live entertainment and an open bar conclude The Exit Planning Summit. This event is made possible by our supporting partners.