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.
Sterling Foundation Management
www.sterlingfoundations.comIf you're preparing to sell a business, unload highly appreciated real estate, reduce a concentrated stock position, or plan around liquidating crypto, the financial decisions you make now will shape your legacy for decades to come.
Sterling Capital Gains Solutions helps individuals and families turn large gain assets into lasting legacies. Through the expert use of tax-exempt trusts and advanced planning strategies, we help you:
Avoid capital gains tax when you sell your asset.
Diversify into almost any investments.
Compound investments tax deferred indefinitely.
Defer income taxes.
Receive flexible, lifetime income for multiple generations.
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.
