Exit Planning Summit

1,000+ exit planning advisors (CEPAs), wealth managers, attorneys and owners.

Going to Exit Planning Summit to find your next role?

Do not walk in without a plan. Find out where you stand: your odds, the jobs that fit you and what to do this week. Free. No résumé needed.

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Dates
May 2 to May 4, 2027
Where
San Diego, CA
Cost
Ticket $1,995 to $2,995. General admission $1,995; VIP $2,995.
Type
Summit · Paid ticket
Organizer
Exit Planning Institute
Suits
Growing in role, Next act (55+), Starting or buying a business, Fractional or independent, Changing careers
Last checked
October 23, 2026 against the event’s own site

Official site and registration

Speaking opportunities

Open call for speakers

Page has a speaker application section; no deadline shown.

How to apply to speak

  • Call for speakers

    Call for speakers

    Page has a speaker application section; no deadline shown.

Who goes

Roles and segments the organizer or our research tag this event for.

Segments: Selling and succession planning

Roles: succession planner, m&a advisor, business owner exiting

Employers at this conference

Exhibitors, sponsors and speakers we have found on the event’s own lists.

  • Ambrose Advisors Sponsoring
  • ARCA Sponsoring
  • Cornerstone Sponsoring
  • Eagle Corporate Advisors Sponsoring

Read from the event’s own pages: www.exitplanningsummit.com.

Industries and functions

Where it is and who it is for

Held in San Diego, CA. Local jobs, employers, layoffs and other conferences nearby are on the place pages.

Past and planned editions

  • 2027: May 2, 2027 to May 4, 2027, San Diego, CA

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