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.
Raymond James & Associates
www.raymondjames.comThe Business and Exit Planning Advisors (BEPA) is a team of advisors at Raymond James. For over three decades, the BEPA team has advised hundreds of businesses, corporations, high-net-worth individuals, and families. BEPA, in concert with internal and external partners, advises on business sell-side and buy-side solutions, business succession, post-sale financial planning and wealth management, tax and estate planning strategies, captive insurance asset management, cash management, and retirement plan design and implementation. BEPA is also an active member of the ESOP community and is nationally recognized for its expertise in Employee Stock Ownership Plans (ESOPs) and Internal Revenue Code § 1042 exchanges.
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.