Join us for a special pre-summit webinar presented by Exit Planning Institute President, Scott Snider, offering a comprehensive preview of the highly anticipated 2024 Exit Planning Summit. As the most significant advisor event in the industry, the Exit Planning Summit boasts an extensive lineup of education, activities, and events packed into a few short days. From top-tier education, once-in-a-career keynote sessions, charitable fundraising, and influential networking, the Summit connects you with premier exit planning providers and partners who are pivotal in helping you expand your practice and engage with more business owner clients, providing invaluable resources and strategies to propel your success. Additionally, the Summit features annual acknowledgments of excellence and an exceptional roster of experts and influencers to inspire your growth as an advisor and leader.

With so much happening in a condensed timeframe, it's crucial to make the most of your Summit experience. By attending this webinar, you'll gain the inside scoop on what to expect at the Summit, including a breakdown of the schedule of events, insights into highly anticipated sessions, and valuable information that underscores the overarching theme of the Summit.

Learning Objectives:

  • Discover what to expect from the Exit Planning Summit
  • Determine how to get the most out of your experience
  • Identify all networking opportunities
  • Recognize this year's Summit Giveback Charity organization
  • Summarize the Summit theme
  • And much more!

Event Description

Join Scott Snider, President of Exit Planning Institute, as we offer a comprehensive preview of the highly anticipated 2024 Exit Planning Summit. As the most significant advisor event in the industry, the Exit Planning Summit boasts an extensive lineup of education, activities, and events packed into a few short days.

Event Details

Date: Thursday, April 25, 2024
Time: 1:00 pm - 2:00 pm Eastern Time
Where: Zoom
Cost: Free
EPI Hours: 1
Register Now

Who Should Attend?

  • Attorneys

    You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.

  • CPAs/Accountants

    Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.

  • Wealth Managers

    You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.

  • Financial Advisors

    One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.

  • Valuation Analysts

    Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.

  • Investment Bankers

    Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.

  • Business Owners & Their Trusted Advisors

  • Business Owners

  • Business Consultants

  • Other Business Professionals

  • Professional Advisors

  • Private Business Owners

  • Members of Family Business Boards

  • Other Professional Advisors

    Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at

  • Family Business Advisors

    More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.

  • Commercial Lenders

    One of the best relationships a business owner makes is with their banker. How can you help your corporate clients think about the future and ensure financial continuity? Answer: exit planning.

  • Mergers & Acquisition Advisors

    Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.

  • Insurance Professionals

    Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.

  • Estate Planners

    Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.

  • Strategic Consultants

    One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.


The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.