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 Capital ESOP Group, UBS Financial Services, Inc
advisors.ubs.com/capitalesopgroup/Based in Washington, DC, The Capital ESOP Group is a financial advisory team within UBS, one of the world’s largest global wealth managers. We have helped create over $5.7 billion of liquidity through successful transactions. In addition to advising owners of privately held businesses on tax-efficient exit strategies for monetizing their business, including (but not limited to) ESOPs and Section 1042 rollovers, we are committed to providing comprehensive post-exit financial planning. This entails helping families grow and preserve wealth; manage taxes; use liabilities efficiently; and ensure that their assets are appropriately managed, allocated, and titled to preserve generational wealth.
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.