Skip to content

2027 EXIT PLANNING SUMMIT RESOURCES

Attending the 2027 Exit Planning Summit and want to learn more? We’ve compiled plenty of resources for you to prepare and get hyped for the exit planning event of the year. From blogs to asset kits, and everything in between, you can ensure you make the most of your Summit experience.  

YOUR SUMMIT CRASH COURSE

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. 


4 WAYS TO LEVERAGE THE EXIT PLANNING SUMMIT
4 Ways CEPAs Leverage Header

4 WAYS TO LEVERAGE THE EXIT PLANNING SUMMIT

The Exit Planning Summit is more than an annual conference. It is where Certified Exit Planning Advisors (CEPA®) turn knowledge into action and continue to grow as trusted advisors. In this guide, discover four key ways CEPAs leverage the Summit to strengthen their advisory practices, expand valuable professional relationships, stay ahead of industry trends, and create greater impact for business owners.

DOWNLOAD NOW
LEARN MORE ABOUT OUR GLOBAL PROGRAMS
Global Programs

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.

DOWNLOAD NOW
DOWNLOAD THE 90-DAY ACTION PLAN
90-Day-Resource-WebBanner

DOWNLOAD THE 90-DAY ACTION PLAN

Use this 90-day action plan to turn your Exit Planning Summit insights into execution by defining clear 30-, 60-, and 90-day goals, driving accountability, and building measurable momentum toward a best-in-class exit planning practice.

DOWNLOAD NOW

ATTENDING THE SUMMIT?

Are you already on your journey to the 2026 Exit Planning Summit? Take advantage of our Summit asset kits, both for attendees and speakers to prepare yourself and your network for your Summit experience.

FOR ATTENDEES
Attendee Asset Kit

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
Speaker 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
First Time Attendees Starter Pack

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. 

DOWNLOAD THE STARTER PACK
SPEAKER LAUNCH KIT
Speaker Launch Kit

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

LATEST NEWS & BLOGS

Enhance Your Exit Planning Expertise With EPI Academy
Enhance Your Exit Planning Expertise with EPI Academy
Blog,
CEPA,
CEPA community,
Exit Planning Summit

Enhance Your Exit Planning Expertise With EPI Academy

5 min read
How to Leverage the Exit Planning Summit to Become Best-in-Class
How to Leverage the Exit Planning Summit to Become Best-in-Class
Blog,
Exit Planning Summit

How to Leverage the Exit Planning Summit to Become Best-in-Class

3 min read
You’ve Attended the Exit Planning Summit, Now What?
You've Attended the Exit Planning Summit, Now What?
Blog,
Exit Planning Summit

You’ve Attended the Exit Planning Summit, Now What?

2 min read
Why the 2027 Exit Planning Summit is a Must-Attend Event
Why the 2027 Exit Planning Summit is a Must-Attend Event
Blog,
Exit Planning Summit

Why the 2027 Exit Planning Summit is a Must-Attend Event

3 min read
Highlights from the 2026 Exit Planning Summit
Highlights from the 2026 Exit Planning Summit
Blog,
Exit Planning Summit

Highlights from the 2026 Exit Planning Summit

3 min read
Announcing the 2026 Circle of Excellence Inductees
Announcing the 2026 Circle of Excellence Inductees
Blog,
CEPA,
Exit Planning Summit,
Circle of Excellence

Announcing the 2026 Circle of Excellence Inductees

2 min read
What You Missed at the 2026 Exit Planning Summit, and What’s Next
What You Missed at the 2026 Exit Planning Summit & What's Next
Exit Planning Summit

What You Missed at the 2026 Exit Planning Summit, and What’s Next

2 min read
Meet the 2026 Excellence in Exit Planning Award Winners
Meet the Excellence in Exit Planning Award Winners (From left: Renee Russo, Todd Yeiter, Wally Waldron)
Blog,
CEPA,
Excellence in Exit Planning Awards,
Exit Planning Summit

Meet the 2026 Excellence in Exit Planning Award Winners

2 min read
Recognizing Certified Exit Planning Advisors from our 2010 Class
Recognizing CEPAs from our 2010 Class (From left: Craig West, Roy Messing, Odee Ingersoll, Douglas Dickey, Jay Simecek)
CEPA,
Exit Planning Summit

Recognizing Certified Exit Planning Advisors from our 2010 Class

4 min read
Meet the 2026 Exit Planner of the Year Nominees
Meet the 2026 Exit Planner of the Year Nominees (Neil McPeak and Renee Russo)
Exit Planning Summit,
Awards

Meet the 2026 Exit Planner of the Year Nominees

4 min read
Meet the 2026 Excellence in Exit Planning Nominees
Meet the 2026 Excellence in Exit Planning Award Nominees (From left: Wally Waldron, Jerome Myers, Todd Yeiter, Jason Bush, Kristin Carlson)
Exit Planning Summit,
Awards

Meet the 2026 Excellence in Exit Planning Nominees

3 min read
The Final Countdown to the 2026 Exit Planning Summit
The Final Countdown to the 2026 Exit Planning Summit
Exit Planning Summit

The Final Countdown to the 2026 Exit Planning Summit

3 min read
Celebrating Women in Exit Planning
Celebrating Women in Exit Planning
Blog,
CEPA,
Exit Planning Summit,
women in business

Celebrating Women in Exit Planning

2 min read
Meet the Authors Attending the 2026 Exit Planning Summit
Exit Planning Summit

Meet the Authors Attending the 2026 Exit Planning Summit

2 min read
15 Years of Elevating CEPAs at the Exit Planning Summit
15 Years of Elevating CEPAs at the Exit Planning Summit
Exit Planning Summit

15 Years of Elevating CEPAs at the Exit Planning Summit

3 min read
What to Expect at Your First Exit Planning Summit (And Why You’ll Want to Come Back)
What to Expect at your First Exit Planning Summit (and Why You'll Want to Come Back)
Exit Planning Summit

What to Expect at Your First Exit Planning Summit (And Why You’ll Want to Come Back)

2 min read
Unlock the Full Exit Planning Summit Experience in Nashville
Unlock the Full Exit Planning Summit Experience
Exit Planning Summit

Unlock the Full Exit Planning Summit Experience in Nashville

2 min read
How Top Advisors Build All‑Star Exit Planning Teams
How Top Advisors Build All-Star Exit Planning Teams
Exit Planning Summit

How Top Advisors Build All‑Star Exit Planning Teams

3 min read
How to Build the Network Your Exit Planning Clients Deserve
How to Build the Network Your Exit Planning Clients Deserve
Exit Planning Summit,
Chapters

How to Build the Network Your Exit Planning Clients Deserve

3 min read
Plan Your Trip to Nashville for the 2026 Exit Planning Summit
Plan Your Trip to Nashville (Everything You Need to Know)
Exit Planning Summit

Plan Your Trip to Nashville for the 2026 Exit Planning Summit

3 min read

HAVE YOU REGISTERED YET?

Secure your seat at the Exit Planning Summit with one of our three options to attend before spaces fill up!