The Exit Planning Summit

Scottsdale, Arizona

May 1–3, 2022

Uncover Innovative Solutions, Build Deeper Relationships, Share Transformational Experiences

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

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Agenda at a Glance

Sunday, May 1

Summit Partners Learning Labs

Welcome Social

Monday, May 2

Keynote

Three Interactive Strategy Building Sessions

Business Owner Panel

Networking Opportunities

Charity Giveback Social

Tuesday, May 3 

Advisor Specific Panel Discussions

Collaborative Case Study

Interactive Learning Experience

Excellence in Exit Planning Awards 

Power Sessions 

After Party Networking Social 

Keynote Speaker

Keynote Speaker

Exit Planning Summit Keynote Gino Wickman Headshot

Gino Wickman

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 ResultsWickman 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

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“To describe my experience in one word: enlightening. It was incredible to hear from panels with a diversity of experience.”

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“The Summit is like drinking from a fire hose of knowledge. This is why I continue attending year after year.”

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“I met so many talented professionals. This inspiring community provides so much insight and helps develop divergent thinking.”

Accelerate Your Practice Through EPI

Transformational Experiences

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. 

Thank you to our Partners

Exit Planning Summit Title Partner UBS
Exit Planning Summit Partner REAG
Exit Planning Summit Partner The Value Builder System
Exit Planning Summit Partner Strazzeri Mancini LLP
Exit Planning Summit Partner ExitSmarts
Exit Planning Summit Partner BBSI
Exit Planning Summit Partner Capitaliz
Exit Planning Summit Partner The Exit Map Coaching Group
Exit Planning Summit Partner MassMutual
Exit Planning Summit Partner Alliance Trust
Exit Planning Summit Partner Exodus Complink
Exit Planning Summit Partner Maus
Exit Planning Summit Partner SBJ Capital
Exit Planning Summit Partner Asset Exchange
Exit Planning Summit Partner Private Risk Capital
Exit Planning Summit Partner InitiativeOne
Exit Planning Summit Partner RAYNE IX
Exit Planning Summit Partner Sales Xceleration
Exit Planning Summit Partner Focus CFO
Exit Planning Summit Partner Corporate Value Metrics
Exit Planning Summit Partner RFN Global
Exit Planning Summit Partner BizEquity