The Exit Planning Summit

Why Advisors Should Attend the Exit Planning Summit 2025

Event Details:

Location: Charlotte Harbor, FL
Dates: May 4–6, 2025

The Exit Planning Summit is the ultimate event for advisors dedicated to helping business owners navigate the complexities of succession planning and value acceleration. This specialized conference offers a unique opportunity to deepen your expertise in exit planning while connecting with top professionals in the field.

By attending, advisors gain access to:

• Comprehensive Strategies: Learn how to accelerate business value and align personal and financial strategies for business owners.
• Expert-Led Sessions: Gain actionable insights from leading Certified Exit Planning Advisors (CEPAs) and industry experts.
• Networking Opportunities: Connect with peers and thought leaders committed to excellence in exit planning.
• Practical Tools: Equip yourself with innovative tools and techniques to deliver exceptional value to your business-owner clients.

This event is ideal for advisors who are passionate about guiding business owners through their exit journey and achieving optimal outcomes. Don’t miss the chance to enhance your skills and elevate your practice.

Register Here