EXCELLENCE IN EXIT PLANNING AWARDS

REAG

The Excellence in Exit Planning Awards is an annual celebration of leadership, recognizing advisors who have made a lasting impact on their communities – locally, nationally, or across the industry. These honorees embody the core qualities of true leaders; they confront complex challenges, adapt and guide others in an evolving marketplace, and understand the value of collaboration.

The exit planning profession presents unique challenges and opportunities demanding entrepreneurial spirit, high leadership, and a commitment to best practices. Each year, the Exit Planning Institute offers advisors the chance to nominate advisors who are positively impacting the industry.

WHO’S LEADING THE WAY IN EXIT PLANNING?

Nominations for the 2026 Excellence in Exit Planning Awards will open in the Fall. Check out previous winners below!

EXPLORE PREVIOUS WINNERS

Discover the advisors who have set the standard for excellence in planning. From innovative leaders to dedicated community advocates, explore the stories of past award winners who have made a lasting impact and continue to shape the future of the industry.

PETER CHRISTMAN EXIT PLANNER OF THE YEAR WINNERS

The Exit Planner of the Year Award was named after the co-founder of EPI, Peter Christman. It is awarded to a CEPA who practices exit planning, manages exit planning engagements, or educates business owners and advisors.

2025

Joesph Seetoo

2024

Amy Wirtz

2023

Joe Strazzeri

2022

Justin Goodbread

2019

Dan Doran

2018

Melisa Silverman

2017

Mike Trabert

2016

Gordon Bell

THOUGHT LEADER OF THE YEAR WINNERS

The Thought Leader of the Year Award is presented to a CEPA who has successfully trailblazed a first-of-its-kind project, initiative, or practice that has significantly contributed to the exit planning profession and the overall community.

2025

Renee Russo

2024

Joe Seetoo

2023

James Jack

2022

Julie Keyes