The Exit Planning Institute Summit 2017

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Event Details

  • Starts:  Sunday, September 10, 2017 9:00 AM
  • Ends: Wednesday, September 13, 2017 9:00 AM
  • Time Zone: Eastern Time (US & Canada)
  • Where: Ritz-Carlton
  • Website:


Get inside the mind of the owner and emerge with a deeper understanding of how to engage middle market business owners, trigger action, and produce results (for you and them). Whether you handle exit planning engagements or not, you will be exposed to transformational education that will reinvent the way you work with every single owner client.

The EPI International Summit is the “Super Bowl” for Exit Planning Experts, Advisors, and Middle Market Business Owners. It contains the best content taught by top experts in the marketplace. The Summit brings together 125 of the top CEPAs a part of EPI, combined with other leading advisors, thought leaders, and partners within the exit planning space. It features 20 educational sessions taught in interactive workshop style form and 7 events including the Excellence in Exit Planning Awards all within the 2-day Summit.

This is the exit planning event for top advisors.

Limited to the first 150 attendees.

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