2024 Exit Planning Summit

Registration is still open but the block of rooms reserved at the JW Marriott for the 2024 Exit Planning Summit is filled. Exit Planning Institute does not have room blocks at any other resorts, but we recommend the Hilton Marco Island Beach Resort and Spa or the Marco Beach Ocean Resort. 

Where: JW Marriott Marco Island Beach Resort | 400 South Collier Boulevard, Marco Island, FL 34145, US

When: Sunday, April 28 - Tuesday, April 30, 2024

The Exit Planning Summit is back! We are thrilled to welcome professional advisors back to a world-class in-person conference April 28-30, 2024.

Our Exit Planning Summit is where top exit planning professionals come to build deep relationships, advance their skillset and knowledge, and share best practices.

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The 2024 Exit Planning Summit is Powered by REAG:

Based in Cleveland, OH, REAG specializes in lower-middle market investment banking, offering expertise in mergers, acquisitions, business valuations, strategic ownership planning, and private capital markets advisory. For over two decades, REAG has helped leadership teams, private equity groups, and family offices optimize cash flow and overcome challenges to grow, maximize the value of their businesses, and successfully transfer ownership.