Exit Planning Summit

The EPI International Summit 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 125 of the top CEPAs a part of EPI, combined with other leading advisors, thought leaders, and partners within the exit planning space. It features 20 educational sessions taught in interactive workshop style form and 7 events including the Excellence in Exit Planning Awards all within the 2-day Summit. This is the exit planning event for top advisors.

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.

The International Summit provides the best in conference sessions and interactive events, and on top of that, we offer three specialized workshop options to take your professional development to the next level.  Find motivation, knowledge, and inspiration from the Summit two-day lineup and cap your experience off with a deep-dive workshop of your choice: Owner Engagement Implementation & Sales Strategies, Value Growth Advanced Applications, or CEI’s Moving Beyond the Trusted Advisor.