The Exit Planning Summit is where elite advisors transform business value and owner legacies.
Join us May 4th – 6th, 2025 in Charlotte Harbor, Florida, where REAG proudly returns as Title Partner for the third consecutive year.
As an industry leader, REAG champions collaboration and innovation within the professional advisory community.
We understand the vital role Certified Exit Planning Advisors (CEPAs) play in facilitating successful business transitions. Our CEPA Partnership Portal provides targeted resources and tools to enhance your client service capabilities.
2025 Summit Highlights:
- Connect with elite advisors shaping the future of exit planning
- Master cutting-edge value growth strategies from industry pioneers
- Build lasting relationships with top CEPAs and thought leaders
- Transform how you deliver value to business owners
“The Exit Planning Summit stands as the cornerstone event where innovation meets execution,” says REAG Vice President Jaclyn Ring. “Our ongoing partnership empowers advisors to transform businesses, protect legacies, and create lasting value for owners during their most critical decisions.”
Join REAG at the forefront of exit planning innovation. Reserve your spot today for this premier professional development event.
The Exit Planning Summit is like the Super Bowl for the exit planning profession. It’s powered by CEPAs and hosted by Exit Planning Institute (EPI). It allows the top advisors from all over the world to come together to develop deep and meaningful relationships, advance their knowledge in value acceleration, and drive best practices. The Summit is intellectually stimulating, transformational and visionary, strategic growth-oriented, and fun.
Professional advisors who are looking to develop deep and meaningful relationships, advance their knowledge, and drive best practices. The Exit Planning Summit provides an exclusive opportunity to connect face-to-face with the exit planning community and tap into the vast thought leadership and influential power.
The 2025 Exit Planning Summit will take place at The Sunseeker Resort in Charlotte Harbor, Florida from May 4–6, 2025.
REAG’s CEPA Portal is a dedicated platform that lets Certified Exit Planning Advisors (CEPAs) access specialized M&A tools and resources, collaborate on deals, and leverage REAG’s expertise in owner exits.
