The Countdown is on to the Summit.  Limited to the first 200 advisors and leaders.


23 Sep - 25 Sep


200 Attendees


20+ Sessions

Not Your Typical Conference

The Summit mixes traditional conference style learning sessions with high energy, collaborative, workshop-style practice group sessions. From opening keynote to closing awards luncheon, the Exit Planning Summit will deliver you an unmatched professional development and networking experience.

Here’s what the industry’s top advisors think of the Summit.

“I never miss the summit. It brings together the most creative and committed professionals in the industry.”

Sean Hutchinson 
CEPA, 2015 Exit Planner of the Year, CEPA Faculty Member, CEO & Co-founder of SVA Value Accelerators

Expand Your Circle of Influence

The Summit brings together the most elite group of exit planning advisors in the industry and connects them with premier providers and players in the larger exit planning and transaction profession. Summit Partnership comes with premier brand exposure, high-quality networking, and thought leadership opportunities.

The question is: Do you want to be top of mind in the exit planning market?

Current & Past Sponsors


The Exit Planning Summit, powered by the thought leaders at the Exit Planning Institute, is the “Super Bowl” for Exit Planning Experts, Advisors, and Middle Market Business Owners. It contains the best content taught by top experts in the marketplace. The Summit brings together 200 of the top CEPAs a part of EPI, combined with other leading advisors, thought leaders, and partners within the exit planning space.  Early bird deadlines end soon. Click the images to see past moments and what you have to look forward to in 2019. Register now.

© 2018 Exit Planning Institute
The Authority in Exit Planning and Value Acceleration

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