Resources | Exit Planning Summit

The Exit Planning Summit is the annual gathering of the Exit Planning Institute® (EPI) community. Often called the Super Bowl of Exit Planning, the Summit brings together advisors and thought leaders who are passionate about value growth, transition planning, and owner readiness.

Across three days, you’ll experience main stage keynotes, breakout sessions, workshops, socials, and more, all designed to deepen your expertise and help you better serve business owners as they plan their most important transition.

LEARN MORE ABOUT THE SUMMIT

Get all the essential details about the 2026 Exit Planning Summit at a glance. Download the 5 W’s one-pager today to see the who, what, when, where, and why of this can’t-miss event.

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DOWNLOAD THE 2026 SUMMIT PREVIEW KIT

Get everything you need to prepare for the 2026 Exit Planning Summit with our official preview kit. Find save the dates, testimonials, and more below.

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VIEW THIS YEAR'S AGENDA

Discover the 2026 Exit Planning Summit agenda, packed with keynotes, workshops, and networking designed to deliver the latest strategies and insights in exit planning.

VIEW AGENDA

GET THE SPONSOR LOOKBOOK

Meet the sponsors that will make the 2026 Exit Planning Summit the best one yet. See what they have to offer and how they can help add value to your exit planning strategy.

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LEARN MORE ABOUT OUR GLOBAL PROGRAMS

Discover the EPI Global Programs Brochure, your guide to all the programs, courses, and content we offer to help advisors elevate their expertise and drive lasting business success.

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DOWNLOAD LAST YEAR'S CASE STUDY

Dive into the 2025 Summit case study, Beyond the CEPA Credential: How to Get Business Owners to Act, and learn practical strategies CEPAs can use to move owners from planning to action.

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FOR ATTENDEES

Access the Attendee Asset Kit for ready-to-use images and resources to help you share your 2026 Exit Planning Summit experience and spread the word with ease.

DOWNLOAD ATTENDEE ASSET KIT

FOR SPEAKERS

Download the Speaker Asset Kit for images and resources designed to help you promote your session and showcase your role at the 2026 Exit Planning Summit.

DOWNLOAD SPEAKER ASSET KIT

FIRST TIME ATTENDEES STARTER PACK

Download the First Time Attendee Starter Pack for all you could need to make your first Exit Planning Summit experience unforgettable.

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SPEAKER LAUNCH KIT

Download the Speaker Asset Kit for images and resources designed to help you promote your session and showcase your role at the 2026 Exit Planning Summit.

DOWNLOAD SPEAKER LAUNCH PACK