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.
CSG Partners
www.csgpartners.comSince 2000, CSG Partners has helped closely-held companies realize the unique benefits of employee stock ownership plans. Today, we're recognized as the nation’s leading ESOP investment banking practice.
Closely-held companies seeking shareholder liquidity, succession strategies, tax relief, and employee benefits turn to our advisors. We’ve guided hundreds of clients through the ESOP formation process, from feasibility to financing to closing.
CSG understands the needs of clients and their advisors because we’ve walked in their shoes. In addition to former commercial bankers, attorneys, and accountants, our team of ESOP consultants includes former entrepreneurs and CEOs. That practical experience, combined with CSG’s thought leadership and analytical depth, drives desired outcomes for all stakeholders.
ESOP Tips for EPI MembersHow 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.