2027 EXIT PLANNING SUMMIT SPONSORS
Every Exit Planning Summit is a bold vision of education, networking, and opportunities, realized thanks to the collaboration and commitment of extraordinary sponsors. These organizations bring the Summit to life through their strategic support, shared expertise, and a deep belief in our mission.
AmbroseAdvisors, LLC
www.ambroseadvisors.comAmbroseAdvisors is a national investment banking and financial advisory firm specializing in customized exit and liquidity strategies for privately held business owners. The firm advises on ESOP transactions, sell-side M&A, capital placements, and post-closing ESOP management. Ambrose is known for structuring tax-advantaged ESOP transactions and dual-track processes that allow owners to evaluate an ESOP alongside a traditional sale. The firm serves clients across manufacturing, distribution, government contracting, healthcare, business services, and Architecture, Engineering, and Construction (AEC). Senior-level partners are strategically based in key metropolitan markets nationwide, providing experienced, hands-on advisory coverage.
How Our Community Sponsors Make it Happen:
- Amplifying Impact – Sponsors set the tone and elevate the Exit Planning Summit’s experience, enabling us to secure keynote experiences and transformational programming.
- Fueling Innovation – Sponsors collaborate to deliver hands-on sessions that spark real progress and new ideas.
- Creating Community – General sponsors help deliver the rich networking experiences and social events that make connections lasting and meaningful.
- Enabling Professional Growth – Through shared vision and support, every partner ensures we can offer this Exit Planning Summit as a high-value platform for professional advisors to expand their impact.
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