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.
The AmeriFlex Group
www.ameriflex.com/The AmeriFlex Group is a nationwide network of planner-first financial advisors collaborating across specialties to serve individuals, families, and business owners. As more business owners seek guidance around transitioning their companies, AmeriFlex is growing its network of Certified Exit Planning Advisors (CEPAs) to bring deeper expertise to these complex planning needs. Through the TAG community, CEPAs gain access to a collaborative ecosystem of professionals, creating opportunities to share expertise, work together on complex client strategies, and connect with advisors serving business owners who need exit planning guidance. Over the past five years, AmeriFlex has helped more than 175 advisors grow, transition, or reposition their practices.
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.