The Exit Planning Summit is the largest conference dedicated to advisors who help business owners build value and prepare for successful exits.
Brought to you by the Exit Planning Institute, the Summit brings together the entire advisory ecosystem for three days of practical application, technical education, advisor activation, and relationship building. Learn the language, tools, and approaches to put Value Acceleration into practice, create better business owner conversations, build stronger teams and referral networks, and position yourself as a business owner specialist.

The Exit Planning Summit brings together the entire business owner advisory ecosystem with a focus on activation, practical application, and building stronger referral networks.

Rather than focusing on a single profession or technical discipline, the Summit connects advisors across specialties to learn how to practically apply Value Acceleration, create better business owner conversations, and position themselves as business owner specialists. The focus goes beyond learning the methodology to activating what you know and putting it into practice with business owners.

Just as importantly, the Summit connects you with like-minded advisors across disciplines who can become part of your referral network and exit planning team, creating more opportunities to collaborate, share expertise, and serve more business owners.

The Exit Planning Summit provides an exclusive opportunity to connect face-to-face with the exit planning community and tap into the vast thought leadership and influential power. The Exit Planning Summit is designed for advisors who want to become business owner specialists and build their practices around serving business owners.
Financial advisors, CPAs, attorneys, consultants, investment bankers, wealth managers, business brokers, valuation professionals, and other members of the advisory ecosystem come together to develop the skills, language, tools, and relationships needed to better engage business owners. Whether you are beginning to build your business owner practice or looking to strengthen an established one, the Summit helps you create better owner conversations, expand your referral network, and put a proven process into practice.

No. You do not need to be a Certified Exit Planning Advisor (CEPA®) to attend the Exit Planning Summit.

The Summit brings together CEPAs and professionals from across the business owner advisory ecosystem. CEPAs can deepen their knowledge and learn new ways to put the Value Acceleration Methodology into practice, while advisors who are newer to exit planning can experience the methodology, learn from the community, and discover a more collaborative approach to serving business owners.

The 2027 Exit Planning Summit will take place at The Gaylord Pacific Resort & Convention Center in Chula Vista, California, from May 2-4, 2027.

The Exit Planning Institute will provide recaps of all the goings on on their website here. There are also ample opportunities to expand your exit planning education through the EPI Academy, and engage in networking via EPI's extensive Chapter Network. Keep an eye out for news about future Summits, so you can plan in advance! 

Register now using this link.

You can register up to five people at once. For larger groups, please reach out to Senior Account Manager, John Weishar, at john@beyondcepa.com or Account Manager Deidre Anderson at danderson@beyondcepa.com.

Because of the specificity of the registration, this is currently not available. Please reach out to us if you have any questions via our Contact Us form.

Reach out to our Manager of Partner & Sponsor Strategy, Matt Sharp, at msharp@EPICommunity.com.

We will be reserving a special room block at the Gaylord Pacific for all Summit attendees. Check our Travel & Accommodations page for more details. 

The Gaylord Pacific Resort & Convention Center is conveniently located just minutes from San Diego International Airport, making your arrival seamless and stress-free. Whether you’re traveling for a conference, a coastal getaway, or to experience the best of San Diego, the resort’s luxury accommodations and waterfront setting are just a short drive away. For those flying into the area, the nearest airport is:

San Diego International Airport (SAN) – Approx. 25 miles. Around a 30-minute drive.

View our agenda here to plan your perfect day at the Exit Planning Summit!

Bring what you need to learn, connect, and make the most of your Summit experience. We recommend having a way to take notes, plenty of business cards or a digital way to share your contact information, and anything you need to comfortably participate in a full day of sessions, networking, and social experiences.

Because the Exit Planning Summit is a professional yet fun event, feel free to bring business casual attire that you will be comfortable wearing all day. Springtime in Chula Vista is warm, so be sure to take the weather into consideration as you pack! View our packing list to check off everything you will need for your trip.

Yes. Social Guest Passes are available for attendees who would like to bring a spouse, friend, or guest to select Summit social experiences. The Social Guest Pass includes access to the Welcome Social and After Party Social. Educational sessions are not included. Click here to purchase. 

Yes. Onsite self-parking and valet parking are available at Gaylord Pacific Resort & Convention Center. Current rates and additional venue information can be found on the Travel & Accommodations page.

Think beyond collecting business cards. Consider the types of expertise you need around your business owner clients, the gaps within your current exit planning team, and the referral relationships you want to build. Coming with those goals in mind will help you make more intentional connections across the advisory ecosystem.

No. You do not need to register in advance for individual Summit sessions. Once you are registered for the Exit Planning Summit, you can build your agenda and attend the sessions that best align with your goals and interests.

Pre-Summit workshops require separate registration and are not included with general Summit registration. If you plan to attend a workshop, be sure to register in advance to secure your spot.

Yes. The Exit Planning Summit offers opportunities to earn continuing education (CE) credits through qualifying session. The Exit Planning Summit is eligible for 15 Value Acceleration Knowledge Hours. Further CE requirements and eligible credits vary by credential and sessions. Attendees are encouraged to review their current CE information as they plan their Exit Planning Summit experience. 

The Exit Planning Summit will conclude on Tuesday, May 4, 2027.

San Diego has a wide variety of sights and sounds that make it the perfect travel destination. Check out our Experience page to learn more about what there is to do in the area.

Networking is intentionally built throughout the Summit experience. From dedicated networking sessions and peer-to-peer learning to social events and informal conversations, you will have opportunities to connect with advisors across specialties, exchange ideas, share experiences, and build relationships that extend beyond the Summit.

The Summit brings together advisors from across the business owner advisory ecosystem, creating opportunities to build relationships beyond your own discipline. Through dedicated networking, peer-to-peer learning, social experiences, and conversations throughout the event, you can connect with like-minded advisors who may become referral partners, collaborators, or members of your exit planning team.

Becoming a business owner specialist requires more than technical knowledge. The Summit helps you develop the language, tools, approach, relationships, and practical skills needed to build your practice around business owners. You will learn how to create stronger owner conversations, apply Value Acceleration in the field, collaborate across disciplines, and position yourself as an advisor who understands the unique needs of business owners.