About the Summit


The EPI Exit Planning 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 200 of the top CEPAs a part of EPI, combined with other leading advisors, thought leaders, and partners within the exit planning space.

Exit is Now. Plan Accordingly.


We are thrilled to announce the location of our 2018 Exit Planning Summit: the Hilton Nashville Downtown! This main street hotel will provide you an incredible experience (both during the educational conference and in your free time).

We would like to once again thank our attendees, partners, and speakers for making the switch in 2017 from Naples, Florida to Scottsdale, Arizona with only one week notice. We had an incredible turnout and thanks to our Summit Giveback, we were able to raise nearly $15,000 to donate to local South Florida charities in the wake of Hurricanes Harvey, Irma, and Maria. We truly have the best professionals in the industry!

Thank you to our leaders at the EPI Nashville Chapter for welcoming our conference to their city! We look forward to spending next September with you in one of the most inviting cities in the country!

Exit Planning Summit in Nashville

Grow your influential network.

Address common pitfalls during expert power sessions.

Sharpen your skills with interactive, engaging CE and professional development.

Problem-solve the first-of-its-kind “Exit is Now” case study ebook (woven into every session).

Connect with top brands, leaders, influencers, and providers in the profession.

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The Certified Exit Planning Advisor® (CEPA®) is the most regarded exit planning credential in the marketplace today, endorsed and accepted by more than 20 major organizations. The CEPA 5-day credentialing program is offered five times a year in locations across the country. Advisors who earn the CEPA designation have the ability to holistically serve business owners’ needs regardless of the timing of their exit.  CEPAs lead teams, enable educated decisions and create positive change for their clients. Advisors leave the CEPA program more knowledgeable than when they entered it.  They transform into the Advisor of the Future.  Reinvent yourself with exit planning.

Thank you to our Exit Solutions Partner Network.


The 2018 Exit Solutions Partner Network listings: