It is our mission to deliver an experience that will enrich your most critical skills as an advisor.

The Exit Planning Summit was originally created as a gathering for CEPAs across the world to reconnect once a year to develop best practices, learn from each other, and learn new technical and relevant knowledge to stay competitive in a rapidly growing profession. It has now become the annual hub of all exit planning professionals dedicated to helping business owners transition successfully (open to members and nonmembers!). We want the annual Exit Planning Summit We are powered by a dedicated staff, industry experts, and market leaders, that are passionate about providing top professional advisors the best industry content, ongoing practice support, and owner education resources.


From humble beginnings, EPI has grown to become the exit planning market leader while staying focused and true to our mission. We are an education company that certifies and supports more than 800 CEPAs (and counting) as well as thousands of advisors worldwide through national, regional, chapter, and virtual education. The Exit Planning Summit is the most significant exit planning event in the industry and we want you to become a part of this unmissable experience. 

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