The Exit Planning Summit
May 1–3, 2022
The Exit Planning Summit is the premier conference for professional advisors who are committed to working with business owners, accelerating business value, aligning personal and financial strategies for the business owner, and meeting the top CEPAs in the profession today.
Thank you to our Title Partner
Agenda at a Glance
Sunday, May 1
Summit Partners Learning Labs
Monday, May 2
Three Interactive Strategy Building Sessions
Business Owner Panel
Charity Giveback Social
Tuesday, May 3
Advisor Specific Panel Discussions
Collaborative Case Study
Interactive Learning Experience
Excellence in Exit Planning Awards
After Party Networking Social
Gino Wickman will kick off the conference by delving into the entrepreneurial mindset and how both advisors and entrepreneurs can leverage that insight to define and live their ideal lives.
Wickman is a well-known author and expert on entrepreneurship. His books include the best-seller Traction: Get A Grip On Your Business and Get A Grip: An Entrepreneurial Fable. Your Journey to Get Real, Get Simple, and Get Results. Wickman is also the founder of EOS Worldwide, a company focused on helping small businesses and entrepreneurs get what they want from their businesses through leadership development.
What Past Attendees Are Saying
“To describe my experience in one word: enlightening. It was incredible to hear from panels with a diversity of experience.”
“The Summit is like drinking from a fire hose of knowledge. This is why I continue attending year after year.”
“I met so many talented professionals. This inspiring community provides so much insight and helps develop divergent thinking.”
Accelerate Your Practice Through EPI
Actionable education that delivers advisors with tools they can immediately implement to grow their practice
Connect with People
Meet your next referral source and build strong relationships with advisors from across the globe during collaborative case studies, panel discussions, and networking socials
Learn Innovative Solutions
Through a variety of deep dive talks, panel discussions, and inspirational Power Sessions, return to their practice with actionable solutions.