Exit Planning Institute Unveils 2027 Exit Planning Summit Agenda, Centered on “Advisor Activation”

Advisors will learn from exit planning pioneers on how to build a business owner-focused practice and position themselves as business owner specialists

WESTLAKE, Ohio--(BUSINESS WIRE)--Exit Planning Institute^®(EPI), the leading authority on exit planning for advisors, announced the agenda for its 2027 Exit Planning Summit. This year’s conference will take place at the Gaylord Pacific Resort & Convention Center in Chula Vista, CA from May 2-4, 2027. Registration is open on the Exit Planning Summit's website.

The Exit Planning Summit is the largest exit planning conference in the world and will welcome over 1,000 exit planning professionals, including Certified Exit Planning Advisors (CEPA^®), business owners, and professional advisors. Each year, the Exit Planning Summit features a line-up of top speakers on the latest industry trends and opportunities to network and learn from other professionals in the field.

“Every year, we bring the industry’s leading experts together to discuss what it means to specialize in business owners, go beyond technical knowledge and create more opportunities to win business-owner clients,” said Scott Snider, president of the Exit Planning Institute. “Our ‘Activation’ theme focuses on how advisors can turn their exit planning knowledge into action.”

The 2027 Exit Planning Summit will feature panels, workshops, breakout sessions and keynotes featuring insights from advisors, experts, business leaders, and practitioners who are actively working with business owners. This year's agenda will include panels, lectures, and case studies on pivotal topics, including:

• “From Theory to Practice Management” – Led by 2025 Exit Planner of the Year Joe Seetoo on how advisors can develop a practice that attracts business owner clients.
• “Activating Your CEPA: Turning Exit Planning Theory into Transformational Results” – A panel discussion on how CEPAs can put exit planning theory into action to create transformational results for business owners, featuring Cara Gray, Good Morning Freedom, Dan Gramann, Cultivate Advisors, Greg Maddox, Cultivate Advisors, and Scott Snider, Exit Planning Institute.
• “Don't Let Taxes Eat Your Client's Exit: Strategies to Maximize Sales Proceeds” – An interactive discussion on tax-efficient strategies to help business-owner clients preserve more of their sale proceeds, featuring Tiffany House, Tax & Estate Strategy, Dan Finn, Finn Financial Group, and Joe Strazzeri, Southern California Institute.

The full agenda for the 2027 Exit Planning Summit speaker is available of the Exit Planning Summit website. You can register and find further details about the event here.

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.