Skip to content

THE EXIT PLANNING SUMMIT

SUNSEEKER RESORT
CHARLOTTE HARBOR, FLORIDA

MAY 4-6, 2025

THE PREMIER CONFERENCE FOR ADVISORS DEDICATED TO ENHANCING BUSINESS VALUE AND ALIGNING PERSONAL AND FINANCIAL STRATEGIES FOR BUSINESS OWNERS.

 

FLASH SALE: For a limited time, book your Summit for $2,395!

224A3062

Uncover Innovative Solutions, Build Deeper Relationships, and Share Transformational Experiences in

00

days

00

hours

00

minutes

00

seconds

"The Exit Planning Summit provides an invaluable opportunity to build community and deeply collaborate with like-minded peers who share a common goal: setting Business Owners free. Not only is it rich in incredibly relevant, high-value content, but also provides an invitation to immerse yourself in a living business transition. The Summit is now the pinnacle of my professional year — I am counting down the weeks until we get to do it all again in Charlotte Harbor in May 2025"

 

 

Thanks to our 2025 Partners

REAG
Capitaliz
Strazzeri Mancini
The Founders Group
EOS Logo
American Endowment Foundation

HAVE YOU REGISTERED?

Secure your seat at the Exit Planning Summit before spaces fill up!

CONTACT US