--- title: 2027 Exit Planning Summit Splash Page description: Join the Exit Planning Summit in San Diego from May 2-4, 2027, for transformative education, networking, and growth opportunities tailored for advisors and business owners. --- # THE EXIT PLANNING SUMMIT IS HEADED WEST! ### Gaylord Pacific Resort and Convention Center San Diego, CA | May 2 - 4, 2027 [ ALREADY A CEPA? ](https://exitplanningsummit.com/summit-splash-page-2027#already-a-cepa) [ NOT A CEPA? ](https://exitplanningsummit.com/summit-splash-page-2027#not-a-cepa) ## ALREADY A CEPA? YOUR PATH TO THE 2027 EXIT PLANNING SUMMIT LOOKS DIFFERENT! As a current CEPA, your access to the **Exit Planning Summit** has evolved. With **CEPA Plus**, your Exit Planning Summit **General Admission ticket is now included **along with expanded tools, education, and community designed to help you grow your practice and increase your impact with business owners.   Already planning to attend? For just **$610 more**, CEPA Plus is the most cost-effective way to maximize your investment. Your $610 upgrade will deliver value all year long.  Most Popular $3,600 Retail Price: $5,200 CEPA Plus is built for advisors who want to have real impact with business owners and scalable growth for their practice. [ Upgrade to CEPA Plus ](https://exit-planning-institute.org/hs/payments/y97vHDwmPyc79pr?referrer=PAYMENT_LINK) Exit Planning Summit General Admission Registration CEPA Connect Profile CE-Approved Courses Methods to Mastery Podcast CEPA Mastermind Groups Business Owner Prospecting Toolkit 60 Minute Business Owner Meeting ![People](https://exitplanningsummit.com/hubfs/People.webp "People") ## SAVE $1,600 WHEN YOU UPGRADE NOW Regularly $5,200. Save $1,600 with this exclusive Exit Planning Summit offer and turn your current investment into a full year of growth, connection, and implementation.  [ UPGRADE YOUR MEMBERSHIP ](https://exit-planning-institute.org/hs/payments/y97vHDwmPyc79pr?referrer=PAYMENT_LINK) ## CHOOSE YOUR EXIT PLANNING SUMMIT EXPERIENCE  Choose how you want to experience the Exit Planning Summit based on the level of access, connection, and experience you are looking for. Whether you are attending as a standalone experience or exploring deeper ways to engage, there is an option that meets you where you are.  $2,195 General Admission Ticket Secure your spot now and unlock transformative networking and educational experiences at the exit planning event of the year! [ Purchase General Admission Ticket ](https://share.hsforms.com/2or9s2-IAQpqSyylX0a-8Gw43422) Three days of exit planning education, networking opportunities, and experiences. The opportunity to connect with thought leaders in the exit planning space. An opportunity to visit scenic and lively San Diego, California. $3,195 VIP Ticket Don't miss out on your chance to secure a VIP spot! With our VIP ticket, you'll gain access to exclusive Exit Planning Summit opportunities and invaluable networking. [ Purchase VIP Ticket ](https://share.hsforms.com/2or9s2-IAQpqSyylX0a-8Gw43422) All benefits of General Admission plus... Priority access to the room block at the Gaylord Pacific Resort and Convention Center. Dedicated VIP check-in to bypass long registration lines. Reserved seating at all main stage sessions. Access to exclusive VIP lounges and amenities for comfort and convenience. All-access to exclusive events like the Partners and Pours Social, Creator Breakfast, speakers, and more. ## THANK YOU TO OUR 2026 SPONSORS - [## ![REAG-WebLogo](https://exitplanningsummit.com/hs-fs/hubfs/REAG-WebLogo.png?width=200&height=61&name=REAG-WebLogo.png)   ](https://reag.com/) - [![c3ef5159-6bc4-48fd-a4c2-eba57cd731b7-company_logo-CAP_LOGO](https://exitplanningsummit.com/hs-fs/hubfs/c3ef5159-6bc4-48fd-a4c2-eba57cd731b7-company_logo-CAP_LOGO.png?width=200&height=57&name=c3ef5159-6bc4-48fd-a4c2-eba57cd731b7-company_logo-CAP_LOGO.png)   ](https://www.capitaliz.com/) - [![Logo_Strazzeri-Mancini](https://exitplanningsummit.com/hs-fs/hubfs/Logo_Strazzeri-Mancini.jpg?width=324&height=95&name=Logo_Strazzeri-Mancini.jpg)   ](https://strazzerimancini.com/) - [![TRANSWORLD-LOGO-2023-2Color-VF-01](https://exitplanningsummit.com/hs-fs/hubfs/TRANSWORLD-LOGO-2023-2Color-VF-01.png?width=190&height=95&name=TRANSWORLD-LOGO-2023-2Color-VF-01.png) ](https://www.tworld.com/) - [![Ella_Logo_2C_Pos](https://exitplanningsummit.com/hs-fs/hubfs/Ella_Logo_2C_Pos.png?width=219&height=95&name=Ella_Logo_2C_Pos.png)   ](https://www.exitwithella.io/) - [![Madison Insurance Logo](https://exitplanningsummit.com/hs-fs/hubfs/Madison%20Insurance%20Logo.png?width=100&height=100&name=Madison%20Insurance%20Logo.png)   ](https://madisoninsurancegroup.org/) - [![69b88a03-2bd2-43bb-8f4a-a674780472d5-company_logo-WM_R_rgbPE](https://exitplanningsummit.com/hs-fs/hubfs/69b88a03-2bd2-43bb-8f4a-a674780472d5-company_logo-WM_R_rgbPE.png?width=272&height=95&name=69b88a03-2bd2-43bb-8f4a-a674780472d5-company_logo-WM_R_rgbPE.png)   ](https://www.rbcwealthmanagement.com/en-us/) - [![68b7f0e3-9420-4c85-9fac-99654a8e75b1-company_logo-ATM-Logo-Green-Black-Letters](https://exitplanningsummit.com/hs-fs/hubfs/68b7f0e3-9420-4c85-9fac-99654a8e75b1-company_logo-ATM-Logo-Green-Black-Letters.png?width=300&height=41&name=68b7f0e3-9420-4c85-9fac-99654a8e75b1-company_logo-ATM-Logo-Green-Black-Letters.png) ](https://www.alternativetaxmanagement.com/) - [![Ambrose Advisors](https://exitplanningsummit.com/hs-fs/hubfs/Ambrose%20Advisors.png?width=300&height=44&name=Ambrose%20Advisors.png)   ](https://ambroseadvisors.com/) - [![Avenue M-Nov-20-2025-04-23-47-5203-PM](https://exitplanningsummit.com/hs-fs/hubfs/7_Strategic%20Relationships/EPI%20Sponsors/Sponsor%20Logos/Avenue%20M-Nov-20-2025-04-23-47-5203-PM.png?width=341&height=75&name=Avenue%20M-Nov-20-2025-04-23-47-5203-PM.png)   ](https://avemadvisors.com/) - [![Updated Logo - 2026.03.06](https://exitplanningsummit.com/hs-fs/hubfs/Updated%20Logo%20-%202026.03.06.png?width=278&height=50&name=Updated%20Logo%20-%202026.03.06.png)   ](https://avemadvisors.com/) - [![de6b316c-9953-4f55-b4d2-9d23518c35dd-company_logo-Blue-Values-Advisors-Logo_full-color](https://exitplanningsummit.com/hs-fs/hubfs/de6b316c-9953-4f55-b4d2-9d23518c35dd-company_logo-Blue-Values-Advisors-Logo_full-color.png?width=197&height=100&name=de6b316c-9953-4f55-b4d2-9d23518c35dd-company_logo-Blue-Values-Advisors-Logo_full-color.png)   ](https://bluevalueadvisors.com/) - [![e921dc59-44c8-4d59-bafe-9ba958447bfc-company](https://exitplanningsummit.com/hs-fs/hubfs/e921dc59-44c8-4d59-bafe-9ba958447bfc-company.png?width=222&height=88&name=e921dc59-44c8-4d59-bafe-9ba958447bfc-company.png)   ](https://www.breakwatercorp.com/) - [![e68ed274-53f5-4b48-a1f5-d9fb97268e36-company_logo__black_and_white__upload-Charitable-Solution](https://exitplanningsummit.com/hs-fs/hubfs/e68ed274-53f5-4b48-a1f5-d9fb97268e36-company_logo__black_and_white__upload-Charitable-Solution.png?width=424&height=75&name=e68ed274-53f5-4b48-a1f5-d9fb97268e36-company_logo__black_and_white__upload-Charitable-Solution.png)   ](https://charitablesolutionsllc.com/) - [![a1da665e-9ad2-4a53-9581-e3e3c870ce94-company_logo-Common-Trust-logo-large](https://exitplanningsummit.com/hs-fs/hubfs/a1da665e-9ad2-4a53-9581-e3e3c870ce94-company_logo-Common-Trust-logo-large.png?width=286&height=55&name=a1da665e-9ad2-4a53-9581-e3e3c870ce94-company_logo-Common-Trust-logo-large.png)   ](https://www.common-trust.com/) - [![Capex + Cornerstone 25 logo](https://exitplanningsummit.com/hs-fs/hubfs/Capex%20+%20Cornerstone%2025%20logo.png?width=359&height=70&name=Capex%20+%20Cornerstone%2025%20logo.png)   ](https://www.cornerstone-business.com/) - [![2023_01_17-Logo-CSG-Partners-768x124](https://exitplanningsummit.com/hs-fs/hubfs/3_Marketing/Blog-Email%20Media/2023_01_17-Logo-CSG-Partners-768x124.png?width=310&height=50&name=2023_01_17-Logo-CSG-Partners-768x124.png) ](https://www.csgpartners.com/) - [![Cultivate Stacked-Logo-gray-sm (1)-1](https://exitplanningsummit.com/hs-fs/hubfs/7_Strategic%20Relationships/EPI%20Sponsors/Sponsor%20Logos/Cultivate%20Stacked-Logo-gray-sm%20(1)-1.png?width=235&height=50&name=Cultivate%20Stacked-Logo-gray-sm%20(1)-1.png) ](https://cultivateadvisors.com/) - [![be170346-c4b1-44ed-b1b8-56e94c83b92d-company_logo-CVM](https://exitplanningsummit.com/hs-fs/hubfs/be170346-c4b1-44ed-b1b8-56e94c83b92d-company_logo-CVM.png?width=200&height=100&name=be170346-c4b1-44ed-b1b8-56e94c83b92d-company_logo-CVM.png) ](https://www.corporatevalue.net/) - [![2fcf9629-30b0-46ee-b262-175eaaff243a-company_logo-Dunham-Trust_Logo-300x-Full-Color-504da](https://exitplanningsummit.com/hs-fs/hubfs/2fcf9629-30b0-46ee-b262-175eaaff243a-company_logo-Dunham-Trust_Logo-300x-Full-Color-504da.png?width=432&height=50&name=2fcf9629-30b0-46ee-b262-175eaaff243a-company_logo-Dunham-Trust_Logo-300x-Full-Color-504da.png) ](https://dunhamtrust.com/) - [![Eagle Corporate Advisors](https://exitplanningsummit.com/hs-fs/hubfs/Eagle%20Corporate%20Advisors.png?width=269&height=90&name=Eagle%20Corporate%20Advisors.png) ](https://eaglecorporateadvisors.com/) - [![Edward-Jones-Digital (1)](https://exitplanningsummit.com/hs-fs/hubfs/Edward-Jones-Digital%20(1).png?width=200&height=62&name=Edward-Jones-Digital%20(1).png) ](https://www.edwardjones.com/us-en) - [    ![BlanchardJ_TaxLogo_Main](https://exitplanningsummit.com/hs-fs/hubfs/BlanchardJ_TaxLogo_Main.png?width=259&height=75&name=BlanchardJ_TaxLogo_Main.png)   ](https://engineeredtaxmitigation.com/) - [![bd2e0a51-2a01-46a2-992a-d6f847d74fae-company_logo-Enkai-primary-vector](https://exitplanningsummit.com/hs-fs/hubfs/bd2e0a51-2a01-46a2-992a-d6f847d74fae-company_logo-Enkai-primary-vector.png?width=218&height=50&name=bd2e0a51-2a01-46a2-992a-d6f847d74fae-company_logo-Enkai-primary-vector.png) ](https://enkaiplatform.com/) - [![ExitFactor-logo-Black](https://exitplanningsummit.com/hs-fs/hubfs/ExitFactor-logo-Black.png?width=212&height=95&name=ExitFactor-logo-Black.png)   ](https://enkaiplatform.com/) - [![ad686d82-3faa-4859-a731-3e3cc176f30d-company_logo-ExitMap-2025-Blue-T](https://exitplanningsummit.com/hs-fs/hubfs/ad686d82-3faa-4859-a731-3e3cc176f30d-company_logo-ExitMap-2025-Blue-T.png?width=218&height=75&name=ad686d82-3faa-4859-a731-3e3cc176f30d-company_logo-ExitMap-2025-Blue-T.png)   ](https://www.exitmap.com/) - [![4ff6a8ad-ca72-4290-9328-d04d0ea6dbd8-company_logo__black_and_white__upload-EOYT-horizontal-logo-final](https://exitplanningsummit.com/hs-fs/hubfs/4ff6a8ad-ca72-4290-9328-d04d0ea6dbd8-company_logo__black_and_white__upload-EOYT-horizontal-logo-final.png?width=222&height=75&name=4ff6a8ad-ca72-4290-9328-d04d0ea6dbd8-company_logo__black_and_white__upload-EOYT-horizontal-logo-final.png)   ](https://exitonyourterms.com/) - [![b0886e6b-5012-43a1-9d9b-4a130293dd07-company_logo-Asset-10-4x-f51eb1](https://exitplanningsummit.com/hs-fs/hubfs/b0886e6b-5012-43a1-9d9b-4a130293dd07-company_logo-Asset-10-4x-f51eb1.png?width=363&height=50&name=b0886e6b-5012-43a1-9d9b-4a130293dd07-company_logo-Asset-10-4x-f51eb1.png) ](https://exitwithclarity.com/) - [![FBS](https://exitplanningsummit.com/hs-fs/hubfs/FBS.png?width=110&height=110&name=FBS.png) ](https://fabsuccess.biz/) - [![24f1c16e-d102-490b-9aef-1c715e1b9344-company_logo-Screenshot-2026-02-19-at-1.35.26-PM-083f2f](https://exitplanningsummit.com/hs-fs/hubfs/24f1c16e-d102-490b-9aef-1c715e1b9344-company_logo-Screenshot-2026-02-19-at-1.35.26-PM-083f2f.png?width=285&height=75&name=24f1c16e-d102-490b-9aef-1c715e1b9344-company_logo-Screenshot-2026-02-19-at-1.35.26-PM-083f2f.png)   ](https://www.fairmarketvalue.co) - [![78081c11-b089-4db2-b25b-d57f2d33e11d-company_logo-FCBB-Logo-with-Tagline-(Burgundy-Grey)-17a04c](https://exitplanningsummit.com/hs-fs/hubfs/78081c11-b089-4db2-b25b-d57f2d33e11d-company_logo-FCBB-Logo-with-Tagline-(Burgundy-Grey)-17a04c.png?width=200&height=100&name=78081c11-b089-4db2-b25b-d57f2d33e11d-company_logo-FCBB-Logo-with-Tagline-(Burgundy-Grey)-17a04c.png)   ](https://fcbb.com/) - [![bfb2f68f-b655-48a9-ab7a-6c3cdbb716e1-company_logo-Dark-blue-1-wordmark-3a15f0](https://exitplanningsummit.com/hs-fs/hubfs/bfb2f68f-b655-48a9-ab7a-6c3cdbb716e1-company_logo-Dark-blue-1-wordmark-3a15f0.png?width=198&height=100&name=bfb2f68f-b655-48a9-ab7a-6c3cdbb716e1-company_logo-Dark-blue-1-wordmark-3a15f0.png)   ](https://exitplanning.focalpointcoaching.com/) - [![e8410802-d731-4b7c-b3d5-a24a0a81f7ec-company_logo-Generational-Group-Logo-FullColor](https://exitplanningsummit.com/hs-fs/hubfs/e8410802-d731-4b7c-b3d5-a24a0a81f7ec-company_logo-Generational-Group-Logo-FullColor.png?width=356&height=75&name=e8410802-d731-4b7c-b3d5-a24a0a81f7ec-company_logo-Generational-Group-Logo-FullColor.png)   ](https://www.generational.com/) - [![7f208b28-68e0-4493-b09c-c3e413a7cbe2-company_logo-01-Go-Local-Energy-Full-Color-7fe479](https://exitplanningsummit.com/hs-fs/hubfs/7f208b28-68e0-4493-b09c-c3e413a7cbe2-company_logo-01-Go-Local-Energy-Full-Color-7fe479.png?width=325&height=100&name=7f208b28-68e0-4493-b09c-c3e413a7cbe2-company_logo-01-Go-Local-Energy-Full-Color-7fe479.png)   ](https://www.golocalenergy.com/) - [## ![REAG-WebLogo](https://exitplanningsummit.com/hs-fs/hubfs/REAG-WebLogo.png?width=200&height=61&name=REAG-WebLogo.png)   ](https://reag.com/) - [![c3ef5159-6bc4-48fd-a4c2-eba57cd731b7-company_logo-CAP_LOGO](https://exitplanningsummit.com/hs-fs/hubfs/c3ef5159-6bc4-48fd-a4c2-eba57cd731b7-company_logo-CAP_LOGO.png?width=200&height=57&name=c3ef5159-6bc4-48fd-a4c2-eba57cd731b7-company_logo-CAP_LOGO.png)   ](https://www.capitaliz.com/) - [![Logo_Strazzeri-Mancini](https://exitplanningsummit.com/hs-fs/hubfs/Logo_Strazzeri-Mancini.jpg?width=324&height=95&name=Logo_Strazzeri-Mancini.jpg)   ](https://strazzerimancini.com/) - [![TRANSWORLD-LOGO-2023-2Color-VF-01](https://exitplanningsummit.com/hs-fs/hubfs/TRANSWORLD-LOGO-2023-2Color-VF-01.png?width=190&height=95&name=TRANSWORLD-LOGO-2023-2Color-VF-01.png) ](https://www.tworld.com/) - [![Ella_Logo_2C_Pos](https://exitplanningsummit.com/hs-fs/hubfs/Ella_Logo_2C_Pos.png?width=219&height=95&name=Ella_Logo_2C_Pos.png)   ](https://www.exitwithella.io/) - [![Madison Insurance Logo](https://exitplanningsummit.com/hs-fs/hubfs/Madison%20Insurance%20Logo.png?width=100&height=100&name=Madison%20Insurance%20Logo.png)   ](https://madisoninsurancegroup.org/) - [![69b88a03-2bd2-43bb-8f4a-a674780472d5-company_logo-WM_R_rgbPE](https://exitplanningsummit.com/hs-fs/hubfs/69b88a03-2bd2-43bb-8f4a-a674780472d5-company_logo-WM_R_rgbPE.png?width=272&height=95&name=69b88a03-2bd2-43bb-8f4a-a674780472d5-company_logo-WM_R_rgbPE.png)   ](https://www.rbcwealthmanagement.com/en-us/) - [![68b7f0e3-9420-4c85-9fac-99654a8e75b1-company_logo-ATM-Logo-Green-Black-Letters](https://exitplanningsummit.com/hs-fs/hubfs/68b7f0e3-9420-4c85-9fac-99654a8e75b1-company_logo-ATM-Logo-Green-Black-Letters.png?width=300&height=41&name=68b7f0e3-9420-4c85-9fac-99654a8e75b1-company_logo-ATM-Logo-Green-Black-Letters.png) ](https://www.alternativetaxmanagement.com/) - [![Ambrose Advisors](https://exitplanningsummit.com/hs-fs/hubfs/Ambrose%20Advisors.png?width=300&height=44&name=Ambrose%20Advisors.png)   ](https://ambroseadvisors.com/) - [![Avenue M-Nov-20-2025-04-23-47-5203-PM](https://exitplanningsummit.com/hs-fs/hubfs/7_Strategic%20Relationships/EPI%20Sponsors/Sponsor%20Logos/Avenue%20M-Nov-20-2025-04-23-47-5203-PM.png?width=341&height=75&name=Avenue%20M-Nov-20-2025-04-23-47-5203-PM.png)   ](https://avemadvisors.com/) - [![Updated Logo - 2026.03.06](https://exitplanningsummit.com/hs-fs/hubfs/Updated%20Logo%20-%202026.03.06.png?width=278&height=50&name=Updated%20Logo%20-%202026.03.06.png)   ](https://avemadvisors.com/) - [![de6b316c-9953-4f55-b4d2-9d23518c35dd-company_logo-Blue-Values-Advisors-Logo_full-color](https://exitplanningsummit.com/hs-fs/hubfs/de6b316c-9953-4f55-b4d2-9d23518c35dd-company_logo-Blue-Values-Advisors-Logo_full-color.png?width=197&height=100&name=de6b316c-9953-4f55-b4d2-9d23518c35dd-company_logo-Blue-Values-Advisors-Logo_full-color.png)   ](https://bluevalueadvisors.com/) - [![e921dc59-44c8-4d59-bafe-9ba958447bfc-company](https://exitplanningsummit.com/hs-fs/hubfs/e921dc59-44c8-4d59-bafe-9ba958447bfc-company.png?width=222&height=88&name=e921dc59-44c8-4d59-bafe-9ba958447bfc-company.png)   ](https://www.breakwatercorp.com/) - [![e68ed274-53f5-4b48-a1f5-d9fb97268e36-company_logo__black_and_white__upload-Charitable-Solution](https://exitplanningsummit.com/hs-fs/hubfs/e68ed274-53f5-4b48-a1f5-d9fb97268e36-company_logo__black_and_white__upload-Charitable-Solution.png?width=424&height=75&name=e68ed274-53f5-4b48-a1f5-d9fb97268e36-company_logo__black_and_white__upload-Charitable-Solution.png)   ](https://charitablesolutionsllc.com/) - [![a1da665e-9ad2-4a53-9581-e3e3c870ce94-company_logo-Common-Trust-logo-large](https://exitplanningsummit.com/hs-fs/hubfs/a1da665e-9ad2-4a53-9581-e3e3c870ce94-company_logo-Common-Trust-logo-large.png?width=286&height=55&name=a1da665e-9ad2-4a53-9581-e3e3c870ce94-company_logo-Common-Trust-logo-large.png)   ](https://www.common-trust.com/) - [![Capex + Cornerstone 25 logo](https://exitplanningsummit.com/hs-fs/hubfs/Capex%20+%20Cornerstone%2025%20logo.png?width=359&height=70&name=Capex%20+%20Cornerstone%2025%20logo.png)   ](https://www.cornerstone-business.com/) - [![2023_01_17-Logo-CSG-Partners-768x124](https://exitplanningsummit.com/hs-fs/hubfs/3_Marketing/Blog-Email%20Media/2023_01_17-Logo-CSG-Partners-768x124.png?width=310&height=50&name=2023_01_17-Logo-CSG-Partners-768x124.png) ](https://www.csgpartners.com/) - [![Cultivate Stacked-Logo-gray-sm (1)-1](https://exitplanningsummit.com/hs-fs/hubfs/7_Strategic%20Relationships/EPI%20Sponsors/Sponsor%20Logos/Cultivate%20Stacked-Logo-gray-sm%20(1)-1.png?width=235&height=50&name=Cultivate%20Stacked-Logo-gray-sm%20(1)-1.png) ](https://cultivateadvisors.com/) - [![be170346-c4b1-44ed-b1b8-56e94c83b92d-company_logo-CVM](https://exitplanningsummit.com/hs-fs/hubfs/be170346-c4b1-44ed-b1b8-56e94c83b92d-company_logo-CVM.png?width=200&height=100&name=be170346-c4b1-44ed-b1b8-56e94c83b92d-company_logo-CVM.png) ](https://www.corporatevalue.net/) - [![2fcf9629-30b0-46ee-b262-175eaaff243a-company_logo-Dunham-Trust_Logo-300x-Full-Color-504da](https://exitplanningsummit.com/hs-fs/hubfs/2fcf9629-30b0-46ee-b262-175eaaff243a-company_logo-Dunham-Trust_Logo-300x-Full-Color-504da.png?width=432&height=50&name=2fcf9629-30b0-46ee-b262-175eaaff243a-company_logo-Dunham-Trust_Logo-300x-Full-Color-504da.png) ](https://dunhamtrust.com/) - [![Eagle Corporate Advisors](https://exitplanningsummit.com/hs-fs/hubfs/Eagle%20Corporate%20Advisors.png?width=269&height=90&name=Eagle%20Corporate%20Advisors.png) ](https://eaglecorporateadvisors.com/) - [![Edward-Jones-Digital (1)](https://exitplanningsummit.com/hs-fs/hubfs/Edward-Jones-Digital%20(1).png?width=200&height=62&name=Edward-Jones-Digital%20(1).png) ](https://www.edwardjones.com/us-en) - [    ![BlanchardJ_TaxLogo_Main](https://exitplanningsummit.com/hs-fs/hubfs/BlanchardJ_TaxLogo_Main.png?width=259&height=75&name=BlanchardJ_TaxLogo_Main.png)   ](https://engineeredtaxmitigation.com/) - [![bd2e0a51-2a01-46a2-992a-d6f847d74fae-company_logo-Enkai-primary-vector](https://exitplanningsummit.com/hs-fs/hubfs/bd2e0a51-2a01-46a2-992a-d6f847d74fae-company_logo-Enkai-primary-vector.png?width=218&height=50&name=bd2e0a51-2a01-46a2-992a-d6f847d74fae-company_logo-Enkai-primary-vector.png) ](https://enkaiplatform.com/) - [![ExitFactor-logo-Black](https://exitplanningsummit.com/hs-fs/hubfs/ExitFactor-logo-Black.png?width=212&height=95&name=ExitFactor-logo-Black.png)   ](https://enkaiplatform.com/) - [![ad686d82-3faa-4859-a731-3e3cc176f30d-company_logo-ExitMap-2025-Blue-T](https://exitplanningsummit.com/hs-fs/hubfs/ad686d82-3faa-4859-a731-3e3cc176f30d-company_logo-ExitMap-2025-Blue-T.png?width=218&height=75&name=ad686d82-3faa-4859-a731-3e3cc176f30d-company_logo-ExitMap-2025-Blue-T.png)   ](https://www.exitmap.com/) - [![4ff6a8ad-ca72-4290-9328-d04d0ea6dbd8-company_logo__black_and_white__upload-EOYT-horizontal-logo-final](https://exitplanningsummit.com/hs-fs/hubfs/4ff6a8ad-ca72-4290-9328-d04d0ea6dbd8-company_logo__black_and_white__upload-EOYT-horizontal-logo-final.png?width=222&height=75&name=4ff6a8ad-ca72-4290-9328-d04d0ea6dbd8-company_logo__black_and_white__upload-EOYT-horizontal-logo-final.png)   ](https://exitonyourterms.com/) - [![b0886e6b-5012-43a1-9d9b-4a130293dd07-company_logo-Asset-10-4x-f51eb1](https://exitplanningsummit.com/hs-fs/hubfs/b0886e6b-5012-43a1-9d9b-4a130293dd07-company_logo-Asset-10-4x-f51eb1.png?width=363&height=50&name=b0886e6b-5012-43a1-9d9b-4a130293dd07-company_logo-Asset-10-4x-f51eb1.png) ](https://exitwithclarity.com/) - [![FBS](https://exitplanningsummit.com/hs-fs/hubfs/FBS.png?width=110&height=110&name=FBS.png) ](https://fabsuccess.biz/) - [![24f1c16e-d102-490b-9aef-1c715e1b9344-company_logo-Screenshot-2026-02-19-at-1.35.26-PM-083f2f](https://exitplanningsummit.com/hs-fs/hubfs/24f1c16e-d102-490b-9aef-1c715e1b9344-company_logo-Screenshot-2026-02-19-at-1.35.26-PM-083f2f.png?width=285&height=75&name=24f1c16e-d102-490b-9aef-1c715e1b9344-company_logo-Screenshot-2026-02-19-at-1.35.26-PM-083f2f.png)   ](https://www.fairmarketvalue.co) - [![78081c11-b089-4db2-b25b-d57f2d33e11d-company_logo-FCBB-Logo-with-Tagline-(Burgundy-Grey)-17a04c](https://exitplanningsummit.com/hs-fs/hubfs/78081c11-b089-4db2-b25b-d57f2d33e11d-company_logo-FCBB-Logo-with-Tagline-(Burgundy-Grey)-17a04c.png?width=200&height=100&name=78081c11-b089-4db2-b25b-d57f2d33e11d-company_logo-FCBB-Logo-with-Tagline-(Burgundy-Grey)-17a04c.png)   ](https://fcbb.com/) - [![bfb2f68f-b655-48a9-ab7a-6c3cdbb716e1-company_logo-Dark-blue-1-wordmark-3a15f0](https://exitplanningsummit.com/hs-fs/hubfs/bfb2f68f-b655-48a9-ab7a-6c3cdbb716e1-company_logo-Dark-blue-1-wordmark-3a15f0.png?width=198&height=100&name=bfb2f68f-b655-48a9-ab7a-6c3cdbb716e1-company_logo-Dark-blue-1-wordmark-3a15f0.png)   ](https://exitplanning.focalpointcoaching.com/) - [![e8410802-d731-4b7c-b3d5-a24a0a81f7ec-company_logo-Generational-Group-Logo-FullColor](https://exitplanningsummit.com/hs-fs/hubfs/e8410802-d731-4b7c-b3d5-a24a0a81f7ec-company_logo-Generational-Group-Logo-FullColor.png?width=356&height=75&name=e8410802-d731-4b7c-b3d5-a24a0a81f7ec-company_logo-Generational-Group-Logo-FullColor.png)   ](https://www.generational.com/) - [![7f208b28-68e0-4493-b09c-c3e413a7cbe2-company_logo-01-Go-Local-Energy-Full-Color-7fe479](https://exitplanningsummit.com/hs-fs/hubfs/7f208b28-68e0-4493-b09c-c3e413a7cbe2-company_logo-01-Go-Local-Energy-Full-Color-7fe479.png?width=325&height=100&name=7f208b28-68e0-4493-b09c-c3e413a7cbe2-company_logo-01-Go-Local-Energy-Full-Color-7fe479.png)   ](https://www.golocalenergy.com/) - [## ![6d949e15-70ca-4618-a986-86e3ce6b51e5-company_logo-GWA_RGB-7ee1ab](https://exitplanningsummit.com/hs-fs/hubfs/6d949e15-70ca-4618-a986-86e3ce6b51e5-company_logo-GWA_RGB-7ee1ab.png?width=282&height=100&name=6d949e15-70ca-4618-a986-86e3ce6b51e5-company_logo-GWA_RGB-7ee1ab.png)   ](https://guidancewealthadvisors.com/) - [![2f26d4bf-6c16-4f96-bd21-ad7d72c4628d-company_logo-hl-color-dark-logo-25](https://exitplanningsummit.com/hs-fs/hubfs/2f26d4bf-6c16-4f96-bd21-ad7d72c4628d-company_logo-hl-color-dark-logo-25.png?width=333&height=100&name=2f26d4bf-6c16-4f96-bd21-ad7d72c4628d-company_logo-hl-color-dark-logo-25.png)   ](https://handler.law/) - [## ![juvo transparent](https://exitplanningsummit.com/hs-fs/hubfs/juvo%20transparent.png?width=272&height=90&name=juvo%20transparent.png)   ](https://www.juvocompany.com/) - [## ![96989621-594e-46ba-834f-6c6dfdf92fa7-company_logo-LABY-CPA-LOGO-EPS-CMYK-8ee5a1](https://exitplanningsummit.com/hs-fs/hubfs/96989621-594e-46ba-834f-6c6dfdf92fa7-company_logo-LABY-CPA-LOGO-EPS-CMYK-8ee5a1.jpg?width=100&height=100&name=96989621-594e-46ba-834f-6c6dfdf92fa7-company_logo-LABY-CPA-LOGO-EPS-CMYK-8ee5a1.jpg)   ](https://www.labycpa.com) - [## ![00f79ce8-dc01-4137-a599-8c1e35204b3e-company_logo-ESOP-M-A-1042-Logo-Green](https://exitplanningsummit.com/hs-fs/hubfs/00f79ce8-dc01-4137-a599-8c1e35204b3e-company_logo-ESOP-M-A-1042-Logo-Green.png?width=100&height=100&name=00f79ce8-dc01-4137-a599-8c1e35204b3e-company_logo-ESOP-M-A-1042-Logo-Green.png)   ](https://www.lazearcapital.com/) - [## ![8e4a03b0-6e95-425c-8e57-ab3353dfe928-company_logo-Liberated-Leaders_Strapline_Large_RGB](https://exitplanningsummit.com/hs-fs/hubfs/8e4a03b0-6e95-425c-8e57-ab3353dfe928-company_logo-Liberated-Leaders_Strapline_Large_RGB.png?width=256&height=100&name=8e4a03b0-6e95-425c-8e57-ab3353dfe928-company_logo-Liberated-Leaders_Strapline_Large_RGB.png)   ](https://www.liberatedleaders.com/) - [## ![03da6bcd-f18e-4c6c-b376-8028a785d83f-company_logo-LIFEROC-CAPITAL-LOGO_Black-and-Gray](https://exitplanningsummit.com/hs-fs/hubfs/03da6bcd-f18e-4c6c-b376-8028a785d83f-company_logo-LIFEROC-CAPITAL-LOGO_Black-and-Gray.png?width=360&height=90&name=03da6bcd-f18e-4c6c-b376-8028a785d83f-company_logo-LIFEROC-CAPITAL-LOGO_Black-and-Gray.png)   ](https://liferoccapital.com/) - [## ![linville transparent](https://exitplanningsummit.com/hs-fs/hubfs/linville%20transparent.png?width=303&height=100&name=linville%20transparent.png)   ](https://www.ltpcommercial.com/) - [## ![Manulife Investments John Hancock Logo](https://exitplanningsummit.com/hs-fs/hubfs/Manulife%20Investments%20%20John%20Hancock%20Logo.png?width=120&height=120&name=Manulife%20Investments%20%20John%20Hancock%20Logo.png)   ](https://www.jhinvestments.com/) - [## ![07741df4-dd5a-44ab-9aad-2ea48295998d-company_logo__black_and_white__upload-1280px-MassMutual_logo](https://exitplanningsummit.com/hs-fs/hubfs/07741df4-dd5a-44ab-9aad-2ea48295998d-company_logo__black_and_white__upload-1280px-MassMutual_logo.png?width=335&height=40&name=07741df4-dd5a-44ab-9aad-2ea48295998d-company_logo__black_and_white__upload-1280px-MassMutual_logo.png)   ](https://www.massmutual.com/) - [## ![Melville transparent](https://exitplanningsummit.com/hs-fs/hubfs/Melville%20transparent.png?width=303&height=100&name=Melville%20transparent.png)   ](https://melvillecapital.com/) - [## ![70534e6b-61cf-4cfe-9ea4-591fb0b87426-company_logo-MDA-Logo_FullColor](https://exitplanningsummit.com/hs-fs/hubfs/70534e6b-61cf-4cfe-9ea4-591fb0b87426-company_logo-MDA-Logo_FullColor.png?width=125&height=125&name=70534e6b-61cf-4cfe-9ea4-591fb0b87426-company_logo-MDA-Logo_FullColor.png)   ](https://milliondollarauthor.io/) - [## ![669ac3ff-a07d-48bd-aa3c-1491a2547eca-company_logo-ModRevStrategies_LOGO_LG_BLUE_GRADIENT-(1)](https://exitplanningsummit.com/hs-fs/hubfs/669ac3ff-a07d-48bd-aa3c-1491a2547eca-company_logo-ModRevStrategies_LOGO_LG_BLUE_GRADIENT-(1).png?width=200&height=100&name=669ac3ff-a07d-48bd-aa3c-1491a2547eca-company_logo-ModRevStrategies_LOGO_LG_BLUE_GRADIENT-(1).png)   ](https://modernrevenuestrategies.com/) - 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[![Shore capital transparent-1](https://exitplanningsummit.com/hs-fs/hubfs/Shore%20capital%20transparent-1.png?width=303&height=100&name=Shore%20capital%20transparent-1.png)   ](https://www.shorecp.com/) - [![807eb7cc-b7dd-4b28-a92a-8472d55f6206-company_logo-SkillStacked-(72-x-15-in)-f8d246](https://exitplanningsummit.com/hs-fs/hubfs/807eb7cc-b7dd-4b28-a92a-8472d55f6206-company_logo-SkillStacked-(72-x-15-in)-f8d246.png?width=360&height=75&name=807eb7cc-b7dd-4b28-a92a-8472d55f6206-company_logo-SkillStacked-(72-x-15-in)-f8d246.png)   ](https://www.skillstacked.net) - [![Sterling transparent](https://exitplanningsummit.com/hs-fs/hubfs/Sterling%20transparent.png?width=303&height=100&name=Sterling%20transparent.png)   ](https://www.sterlingfoundations.com/) - [![4e93f813-afe7-4649-b249-25187a4e2738-company_logo-Strety_logo-color](https://exitplanningsummit.com/hs-fs/hubfs/4e93f813-afe7-4649-b249-25187a4e2738-company_logo-Strety_logo-color.png?width=366&height=100&name=4e93f813-afe7-4649-b249-25187a4e2738-company_logo-Strety_logo-color.png)   ](https://strety.com/) - [![2dfe18ff-18b1-422b-82f2-175073743213-company_logo-The-AmeriFlex-Group_6-15-2021-(300dpi)-large-USE___-49635f](https://exitplanningsummit.com/hs-fs/hubfs/2dfe18ff-18b1-422b-82f2-175073743213-company_logo-The-AmeriFlex-Group_6-15-2021-(300dpi)-large-USE___-49635f.png?width=352&height=90&name=2dfe18ff-18b1-422b-82f2-175073743213-company_logo-The-AmeriFlex-Group_6-15-2021-(300dpi)-large-USE___-49635f.png)   ](https://ameriflex.com/) - [![The Capital ESOP Group Logo](https://exitplanningsummit.com/hs-fs/hubfs/The%20Capital%20ESOP%20Group%20Logo.png?width=246&height=100&name=The%20Capital%20ESOP%20Group%20Logo.png)   ](https://advisors.ubs.com/capitalesopgroup/) - [![FoundersGroup-fullcolor-Oct-31-2025-07-23-03-5412-PM](https://exitplanningsummit.com/hs-fs/hubfs/7_Strategic%20Relationships/EPI%20Sponsors/Sponsor%20Logos/FoundersGroup-fullcolor-Oct-31-2025-07-23-03-5412-PM.png?width=375&height=95&name=FoundersGroup-fullcolor-Oct-31-2025-07-23-03-5412-PM.png)   ](https://www.foundersgroup.biz/) - [![921dbef6-9bfd-4030-9237-f84080d0dde0-company_logo-TSBF-Horizontal-Logo-Blue-3f588f](https://exitplanningsummit.com/hs-fs/hubfs/921dbef6-9bfd-4030-9237-f84080d0dde0-company_logo-TSBF-Horizontal-Logo-Blue-3f588f.png?width=340&height=75&name=921dbef6-9bfd-4030-9237-f84080d0dde0-company_logo-TSBF-Horizontal-Logo-Blue-3f588f.png)   ](https://www.theshortbookformula.com/) - [![d7a74504-6be9-425b-aa26-ca45a9537bc3-company_logo-VBS_Horiz_no-tagline-bc9](https://exitplanningsummit.com/hs-fs/hubfs/d7a74504-6be9-425b-aa26-ca45a9537bc3-company_logo-VBS_Horiz_no-tagline-bc9.png?width=500&height=44&name=d7a74504-6be9-425b-aa26-ca45a9537bc3-company_logo-VBS_Horiz_no-tagline-bc9.png)   ](https://advisor.valuebuilder.com/) - [![68cb04a8-8a1e-4e9e-bb13-22aba0d15e17-company_logo-Thryv_logo_fullcolor-ea659f](https://exitplanningsummit.com/hs-fs/hubfs/68cb04a8-8a1e-4e9e-bb13-22aba0d15e17-company_logo-Thryv_logo_fullcolor-ea659f.png?width=242&height=100&name=68cb04a8-8a1e-4e9e-bb13-22aba0d15e17-company_logo-Thryv_logo_fullcolor-ea659f.png)   ](https://www.thryv.com) - [![us energy transparent](https://exitplanningsummit.com/hs-fs/hubfs/us%20energy%20transparent.png?width=303&height=100&name=us%20energy%20transparent.png)   ](https://www.usedc.com/) - [![bcfa1bae-fe30-4c81-a84b-63179ffbdc65-company_logo-4-f04159](https://exitplanningsummit.com/hs-fs/hubfs/bcfa1bae-fe30-4c81-a84b-63179ffbdc65-company_logo-4-f04159.png?width=333&height=100&name=bcfa1bae-fe30-4c81-a84b-63179ffbdc65-company_logo-4-f04159.png)   ](https://valenta.io/) - [![1a92e062-5eab-4875-aceb-65dfd8935e8a-company_logo-VG_WM_J_Legacy-red_RGB®](https://exitplanningsummit.com/hs-fs/hubfs/1a92e062-5eab-4875-aceb-65dfd8935e8a-company_logo-VG_WM_J_Legacy-red_RGB%C2%AE.png?width=238&height=100&name=1a92e062-5eab-4875-aceb-65dfd8935e8a-company_logo-VG_WM_J_Legacy-red_RGB%C2%AE.png)   ](https://advisors.vanguard.com/) - [![0f5c9c7c-2b87-46d5-9502-c3af93282533-company_logo-VC_Logo_2025_Color_300dpi_rgb-7-0808ad](https://exitplanningsummit.com/hs-fs/hubfs/0f5c9c7c-2b87-46d5-9502-c3af93282533-company_logo-VC_Logo_2025_Color_300dpi_rgb-7-0808ad.png?width=234&height=100&name=0f5c9c7c-2b87-46d5-9502-c3af93282533-company_logo-VC_Logo_2025_Color_300dpi_rgb-7-0808ad.png)   ](https://www.vanguardcharitable.org/exit-planning-summit?utm_source=exit-planning-sumit-ad&utm_medium=ad&utm_content=landing-page&utm_campaign=advisor_exit-planning-summit-26-ad-generate-040126) - [![cdbeef55-2088-46e0-87a2-33d2584abd8f-company_logo-Vanilla-Logo-Blue-1920px-2fde47](https://exitplanningsummit.com/hs-fs/hubfs/cdbeef55-2088-46e0-87a2-33d2584abd8f-company_logo-Vanilla-Logo-Blue-1920px-2fde47.png?width=361&height=85&name=cdbeef55-2088-46e0-87a2-33d2584abd8f-company_logo-Vanilla-Logo-Blue-1920px-2fde47.png)   ](https://www.justvanilla.com/) - [![63fa19ef-125b-4ce2-97fc-c80fb3e037c7-company_logo-Weld_Logo_Full_Color-1de477](https://exitplanningsummit.com/hs-fs/hubfs/63fa19ef-125b-4ce2-97fc-c80fb3e037c7-company_logo-Weld_Logo_Full_Color-1de477.jpg?width=228&height=125&name=63fa19ef-125b-4ce2-97fc-c80fb3e037c7-company_logo-Weld_Logo_Full_Color-1de477.jpg)   ](https://www.weldvaluations.com) - [## ![6d949e15-70ca-4618-a986-86e3ce6b51e5-company_logo-GWA_RGB-7ee1ab](https://exitplanningsummit.com/hs-fs/hubfs/6d949e15-70ca-4618-a986-86e3ce6b51e5-company_logo-GWA_RGB-7ee1ab.png?width=282&height=100&name=6d949e15-70ca-4618-a986-86e3ce6b51e5-company_logo-GWA_RGB-7ee1ab.png)   ](https://guidancewealthadvisors.com/) - [![2f26d4bf-6c16-4f96-bd21-ad7d72c4628d-company_logo-hl-color-dark-logo-25](https://exitplanningsummit.com/hs-fs/hubfs/2f26d4bf-6c16-4f96-bd21-ad7d72c4628d-company_logo-hl-color-dark-logo-25.png?width=333&height=100&name=2f26d4bf-6c16-4f96-bd21-ad7d72c4628d-company_logo-hl-color-dark-logo-25.png)   ](https://handler.law/) - [## ![juvo transparent](https://exitplanningsummit.com/hs-fs/hubfs/juvo%20transparent.png?width=272&height=90&name=juvo%20transparent.png)   ](https://www.juvocompany.com/) - [## ![96989621-594e-46ba-834f-6c6dfdf92fa7-company_logo-LABY-CPA-LOGO-EPS-CMYK-8ee5a1](https://exitplanningsummit.com/hs-fs/hubfs/96989621-594e-46ba-834f-6c6dfdf92fa7-company_logo-LABY-CPA-LOGO-EPS-CMYK-8ee5a1.jpg?width=100&height=100&name=96989621-594e-46ba-834f-6c6dfdf92fa7-company_logo-LABY-CPA-LOGO-EPS-CMYK-8ee5a1.jpg)   ](https://www.labycpa.com) - [## ![00f79ce8-dc01-4137-a599-8c1e35204b3e-company_logo-ESOP-M-A-1042-Logo-Green](https://exitplanningsummit.com/hs-fs/hubfs/00f79ce8-dc01-4137-a599-8c1e35204b3e-company_logo-ESOP-M-A-1042-Logo-Green.png?width=100&height=100&name=00f79ce8-dc01-4137-a599-8c1e35204b3e-company_logo-ESOP-M-A-1042-Logo-Green.png)   ](https://www.lazearcapital.com/) - [## ![8e4a03b0-6e95-425c-8e57-ab3353dfe928-company_logo-Liberated-Leaders_Strapline_Large_RGB](https://exitplanningsummit.com/hs-fs/hubfs/8e4a03b0-6e95-425c-8e57-ab3353dfe928-company_logo-Liberated-Leaders_Strapline_Large_RGB.png?width=256&height=100&name=8e4a03b0-6e95-425c-8e57-ab3353dfe928-company_logo-Liberated-Leaders_Strapline_Large_RGB.png)   ](https://www.liberatedleaders.com/) - [## ![03da6bcd-f18e-4c6c-b376-8028a785d83f-company_logo-LIFEROC-CAPITAL-LOGO_Black-and-Gray](https://exitplanningsummit.com/hs-fs/hubfs/03da6bcd-f18e-4c6c-b376-8028a785d83f-company_logo-LIFEROC-CAPITAL-LOGO_Black-and-Gray.png?width=360&height=90&name=03da6bcd-f18e-4c6c-b376-8028a785d83f-company_logo-LIFEROC-CAPITAL-LOGO_Black-and-Gray.png)   ](https://liferoccapital.com/) - [## ![linville transparent](https://exitplanningsummit.com/hs-fs/hubfs/linville%20transparent.png?width=303&height=100&name=linville%20transparent.png)   ](https://www.ltpcommercial.com/) - [## ![Manulife Investments John Hancock Logo](https://exitplanningsummit.com/hs-fs/hubfs/Manulife%20Investments%20%20John%20Hancock%20Logo.png?width=120&height=120&name=Manulife%20Investments%20%20John%20Hancock%20Logo.png)   ](https://www.jhinvestments.com/) - [## ![07741df4-dd5a-44ab-9aad-2ea48295998d-company_logo__black_and_white__upload-1280px-MassMutual_logo](https://exitplanningsummit.com/hs-fs/hubfs/07741df4-dd5a-44ab-9aad-2ea48295998d-company_logo__black_and_white__upload-1280px-MassMutual_logo.png?width=335&height=40&name=07741df4-dd5a-44ab-9aad-2ea48295998d-company_logo__black_and_white__upload-1280px-MassMutual_logo.png)   ](https://www.massmutual.com/) - [## ![Melville transparent](https://exitplanningsummit.com/hs-fs/hubfs/Melville%20transparent.png?width=303&height=100&name=Melville%20transparent.png)   ](https://melvillecapital.com/) - [## ![70534e6b-61cf-4cfe-9ea4-591fb0b87426-company_logo-MDA-Logo_FullColor](https://exitplanningsummit.com/hs-fs/hubfs/70534e6b-61cf-4cfe-9ea4-591fb0b87426-company_logo-MDA-Logo_FullColor.png?width=125&height=125&name=70534e6b-61cf-4cfe-9ea4-591fb0b87426-company_logo-MDA-Logo_FullColor.png)   ](https://milliondollarauthor.io/) - [## ![669ac3ff-a07d-48bd-aa3c-1491a2547eca-company_logo-ModRevStrategies_LOGO_LG_BLUE_GRADIENT-(1)](https://exitplanningsummit.com/hs-fs/hubfs/669ac3ff-a07d-48bd-aa3c-1491a2547eca-company_logo-ModRevStrategies_LOGO_LG_BLUE_GRADIENT-(1).png?width=200&height=100&name=669ac3ff-a07d-48bd-aa3c-1491a2547eca-company_logo-ModRevStrategies_LOGO_LG_BLUE_GRADIENT-(1).png)   ](https://modernrevenuestrategies.com/) - 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