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Sessions Overview

The Exit Planning Summit features an assortment of session types to fully immerse advisors in exit planning content from industry experts, partners, and thought leaders.

Join us as we honor the standout leaders, advisors, and partners who are shaping the future of exit planning. During this special lunch, EPI will present its most prestigious awards, recognizing individuals and organizations that exemplify innovation, impact, and commitment to the Value Acceleration Methodology™. Awards include Exit Planner of the Year, Thought Leader of the Year, and Rookie of the Year, spotlighting those who are making remarkable contributions at every stage of their journey.

This inspiring event brings the entire community together to celebrate the achievements of peers who raise the bar for the profession and showcase what excellence looks like in practice. It is both a moment of recognition and a reminder of the collective power driving the evolution of exit planning.

Do you want to learn more about the past winners or nominate a CEPA? Learn more here.

  • See who the industry experts are and award winners of Excellence in Exit Planning
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