2026 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.
Capitaliz
www.capitaliz.comCapitaliz is the strategic, end-to-end planning platform designed to empower advisors and support value creation across all three gates of the Value Acceleration Methodology - and beyond. It combines business valuation, planning, and execution in one integrated workspace, powered by millions of precise data points and real-time, dynamic revaluation to quantify ROI and validate your advice. Designed for scalability and collaboration, Capitaliz standardizes every step of planning to enable efficient, auditable, owner-driven engagements. As an EPI Preferred Strategic Partner and longtime EPI Summit Sponsor, Capitaliz will:
-Differentiate your advisory practice and stand out in the market
-Drive deeper, data-backed value conversations with owners
-Enable you to quantify the ROI of your guidance with confidence
-Promote long-term planning engagements to scale your services
-Provide actionable recommendations within a structured and customizable process
-Offer clarity, accountability, and credibility - all in one place
The Ultimate Toolset for Every CEPA to Enhance Their Advisory PracticeHow 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.