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A RECAP OF THE 2025 EXIT PLANNING SUMMIT

The 2025 Exit Planning Summit, held from May 4–6, 2025 at the Sunseeker Resort in Charlotte Harbor, Florida, was a transformative experience for advisors dedicated to guiding business owners through successful exits and growing value. Over three days, attendees engaged in a comprehensive agenda of education and networking events, as well as the coveted Excellence in Exit Planning Award Ceremony.  

As we look ahead to the 2026 Exit Planning Summit in Nashville, learn more about where we came from, and just what kind of value you create when you register for the Summit.  

WATCH OUR 2025 EXIT PLANNING SUMMIT VIDEO RECAP

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