The 2022 Exit Planning Summit

BUILD DEEPER RELATIONSHIPS, ADVANCE YOUR SKILLSET, AND SHARE BEST PRACTICES

The Exit Planning Summit is Back!


We are thrilled to announce The Exit Planning Summit is back! For the first time since 2019, Exit Planning Institute will host the industry-leading conference on Exit Planning! We are excited to welcome hundreds of Certified Exit Planning Advisors Sunday, May 1 – Tuesday, May 3, 2022 to Scottsdale, Arizona for a conference where top advisors, their teams, and business owners come to build deep relationships, advance their skillset and knowledge, and share best practices.

BEST INDUSTRY CONTENT

Exit planning is one of the fasting growing industries in the financial/professional services industry and EPI is committed to bringing you the best industry content, right at your fingertips! We are proud to offer hundreds of free webinars each year to keep you current on technical, business development, and special interest topics: designed to help you sharpen your skills and advance your career.

What is the Exit Planning Summit?


The Exit Planning Summit is like the Super Bowl for the exit planning profession. It’s powered by CEPAs and hosted by EPI. It allows the top advisors from all over the world to come together to develop deep and meaningful relationships, advance their knowledge in value acceleration, and drive best practices. The Summit is intellectually stimulating, transformational and visionary, strategic growth-oriented, and fun. Click here to read more about the Exit Planning Summit.

Past Summit Power Sessions


In 2019, five EPI Power Session Speakers took the stage and challenged the norm on five important topics. Explore these past Exit Planning Summit presentations now!

Make Conflict Your BFF

Presented by: Dr. Fred Johnson

I Lead Because I Can: A Talk on Servant Leadership

Presented by: Jim Kubacki

Getting to the Heart of Highly Relevant Matters

Presented by: Joe Strazzeri

Connecting Beyond Networking

Presented by: Jayne McQuillan

The Common Ground: Are Your Ready for the Fourth Industrial Revolution?

Presented by: Seth Webber

More Exit Planning Content


5-4-3-2-1<br>WHITEPAPER

5-4-3-2-1
WHITEPAPER

Five Things Every Business Owner Must Know About Exit Planning

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2021 NYC STATE OF OWNER READINESS REPORT

2021 NYC STATE OF OWNER READINESS REPORT

Insight into the mind of your potential business owner clients

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EPI HUMAN CAPITAL <br>CASE STUDY

EPI HUMAN CAPITAL
CASE STUDY

How Exit Planning Institute Focused on Improving Their Human Capital

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