2027 Exit Planning Summit heads to Chula Vista, California, bringing the industry’s largest gathering out West

Early bird registration now open

CLEVELAND--(BUSINESS WIRE)--Exit Planning Institute^® (EPI), the leading authority on exit planning for advisors, business consultants and business owners, announced today that the 2027 Exit Planning Summit will take place at the Gaylord Pacific Resort & Convention Center in Chula Vista, California from May 2-4, 2027. Early bird registration is open now.

The annual Exit Planning Summit is the largest gathering of exit planning professionals, bringing together over 1,000 financial planners, accountants, business coaches and other professionals who specialize in the process of advising business owners on how to position their firms for an ultimate sale or exit. The agenda will feature insights from leaders in the industry, networking opportunities, continuing education and more.

“The annual Exit Planning Summit is an opportunity for our members to learn from other professionals about exit planning strategies, building a practice focused on serving business owners, value acceleration and more,” said Scott Snider, EPI President. “We’re looking forward to heading out west in 2027!”

The Excellence in Exit Planning Awards winners will also be announced during next year’s summit. The awards include the Peter Christman Exit Planner of the Year, Thought Leader of the Year, Member of the Year and Chapter of the Year awards.

Early bird registration is now open. Learn more about the Exit Planning Summit by visiting www.2027summit.com.

About The Exit Planning Institute

Exit Planning Institute (EPI) was formed in 2005 to serve professional business advisors' educational and resource needs. Its Certified Exit Planning Advisor (CEPA^®) credential program is the most widely endorsed professional exit planning program in the world, providing advisors with the content, tools, and training needed to engage business owners and become their most valued advisors. For more information, visit exit-planning-institute.org.