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DISCOVER THE EXIT PLANNING SUMMIT

The 2027 Exit Planning Summit One Day Pass offers a firsthand look at the education, relationships, and community that bring the business owner advisory profession together. Spend Sunday afternoon connecting with industry leaders, exploring practical strategies, and discovering new ways to strengthen your expertise, grow your practice, and better serve business owners.

Sunday, May 2 Beginning at 11:30 AM | $795 | Limited to 100 Passes

 

EXPERIENCE THE EXIT PLANNING SUMMIT IN ONE DAY

The Exit Planning Summit brings together professionals from across the business owner advisory ecosystem to share insights, explore industry trends, and discover new ways to better serve business owners. The One Day Pass offers an introduction to the Exit Planning Institute, the CEPA® community, and the opportunities shaping the future of the profession. Hear from accomplished industry leaders as they share practical strategies for attracting clients, strengthening advisory services, and guiding business owners through growth, transition, and exit.

Beyond the education, connect with CEPAs, partners, and industry leaders from across the country. Build meaningful relationships, gain fresh perspectives, and discover opportunities to grow your practice through engaging sessions and the Summit Welcome Social. Whether you are new to EPI or unable to attend the full event, the One Day Pass is an opportunity to experience the community and see what's possible.

One Day Pass access includes Sunday programming from 11:30 AM–7:00 PM and the Welcome Social. Workshops are not included.

$795 One Day Pass
Experience the Exit Planning Summit with a one-day pass featuring valuable education, meaningful connections, and opportunities to grow your practice!
Purchase One Day Pass
Access to the Excellence in Exit Planning Awards Lunch on Sunday at 11:30 AM
Three exclusive sessions focused on the language and tools to strengthen business owner conversations
Access to the Summit Welcome Social to connect with advisors, partners, and service providers
One Day Pass access begins Sunday, May 2 at 11:30 AM

 

EXPLORE YOUR TICKET OPTIONS

Explore registration options to find the Exit Planning Summit experience that best fits your goals, with opportunities for education, networking, and meaningful connections. 

Frequently Asked Questions

Get all of your answers to the Exit Planning Summit in one place.

The Opening Act
Taking Center Stage
Let the Show Begin
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What is the Summit?

The Exit Planning Summit, brought to you by the Exit Planning Institute, is the annual premier exit planning event, bringing in advisors from across the globe for three days of education, networking, and connection. Offering a variety of workshops, sessions, socials, and more, the Summit is the perfect opportunity to continue your journey to best-in-class. 

Who should attend?
Professional advisors looking to develop deep and meaningful relationships, advance their knowledge, and drive best practices. 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. 
When and Where is the Summit?
The 2026 Exit Planning Summit will take place at The Gaylord Opryland Resort & Convention Center in Nashville, Tennessee from April 19-21, 2026.
What if I can't attend this year?

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! 

How do I register?
Can I register a group?
You can register up to five people at once. For larger groups, please reach out to Manager, Account Management, John Weishar, at john@beyondcepa.com.
Can I transfer my reservation to another person?
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 below.
What should I pack for the Summit?
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 Nashville can be 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.
How can I sponsor with EPI?
Reach out to our Strategic Relationships Business Development Manager, Mindy Lang, at mlang@beyondcepa.com.
Do we need to book our hotel room by a specific date and is there a special group rate?
We will be reserving a special room block at the Gaylord Opryland for all Summit attendees. Check our Travel & Accomodations page for more details. 
What are our airport options?
The Gaylord Opryland Resort & Convention Center is conveniently located just minutes from Nashville International Airport, making your arrival smooth and stress-free. Whether you’re flying in for a relaxing getaway, a convention, or to explore the vibrant Music City scene, the comfort and luxury of Gaylord Opryland are just a short drive away. For those flying into the area, the nearest airport is: Nashville International Airport (BNA) – Approx. 9 miles. Less than a 15-minute drive.
Is an agenda available to help determine travel?
View our agenda here to plan your perfect day at the Exit Planning Summit!
What time will the Summit conclude?
The Summit will conclude on Tuesday, April 21, 2026 around 5:30 p.m.
What is there to do nearby?
Nashville 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.
What networking opportunities will be available to me?
Each conference day will contain opportunities for networking breaks and group work. Learn more on our Socials Page!

FREQUENTLY ASKED QUESTIONS

The One Day Pass is a limited, one-day registration option designed to introduce advisors to the Exit Planning Summit experience. It provides access to select Sunday programming and networking opportunities, allowing you to explore the EPI community, gain new perspectives, and discover the value of attending the Exit Planning Summit.

Your One Day Pass includes:

The One Day Pass is valid Sunday only, beginning May 2 at 11:30 AM. Sunday workshops, programming before 11:30 AM, and conference programming on subsequent days are not included.

The One Day Pass is ideal for advisors and professionals who serve business owners and want to expand their knowledge, build strategic relationships, and explore new opportunities for their practices. It is especially well-suited for local and regional professionals discovering the Exit Planning Summit for the first time.

No. The One Day Pass is open to both CEPAs and non-CEPAs. Whether you are already part of the EPI community or exploring it for the first time, you are welcome to participate. The One Day Pass offers an accessible introduction to EPI, the Exit Planning Summit, and the community of professionals committed to helping business owners build stronger businesses and more meaningful futures.

Yes. Only 100 One Day Passes are available for the 2027 Exit Planning Summit. Registration is subject to availability.

The One Day Pass provides access to select Sunday experiences beginning at 11:30 AM. Full Exit Planning Summit registration offers access to the broader conference experience, including additional educational programming, networking opportunities, and events throughout the Exit Planning Summit, according to the selected registration package.

Contact Us

Have questions about the Exit Planning Summit? We're here to help!