RBC: 2027 Business Owner Summits

Building on the education series delivered in partnership with RBC Wealth Management in 2026, the Exit Planning Institute® (EPI) and RBC will continue the initiative in 2027 across four new RBC markets. The program is designed to equip participating RBC advisors with a foundational understanding of exit planning through the lens of the Value Acceleration Methodology™, along with practical frameworks they can apply in conversations with business owner clients.

Through a combination of advance preparation and in-person education delivered in conjunction with RBC's Business Owner Summits, participating advisors will strengthen their ability to initiate meaningful business owner conversations, identify planning opportunities, and more effectively serve owners throughout growth, transition, and eventual exit.