Curated News
By: NewsRamp Editorial Staff
November 05, 2026
EPI Announces Keynote Speakers for 2027 Exit Planning Summit
TLDR
- Advisors can gain an edge by attending EPI's 2027 Exit Planning Summit to learn value acceleration and uncover hidden enterprise value.
- The 2027 Exit Planning Summit in Chula Vista features keynotes by Casey Clark and Scott Bushkie on value acceleration and enterprise value discovery.
- EPI's summit helps advisors better serve business owners, fostering stronger advisory relationships and improved exit outcomes for communities.
- The 2027 Exit Planning Summit expects over 1,000 attendees and offers sessions on accelerating business value and finding hidden enterprise value.
Impact - Why it Matters
This announcement matters because it signals the continued maturation of the exit planning profession and the growing demand for specialized education among advisors. As more business owners seek to transition their companies, the need for skilled exit planning advisors has never been greater. The 2027 Exit Planning Summit, with its focus on 'Advisor Activation,' will equip advisors with actionable strategies to accelerate value in their own practices and uncover hidden enterprise value in their client relationships. By featuring practitioners like Casey Clark and Scott Bushkie, EPI is providing a platform for real-world insights that can directly enhance the quality of advice business owners receive. For advisors, attending the Summit offers a unique opportunity to network with peers, learn from top experts, and elevate their practices. For business owners, the ripple effect is better-prepared advisors who can guide them through successful exits, preserving legacies and maximizing value. Ultimately, this event underscores the importance of continuous learning and adaptation in a field that is critical to the health of the broader economy.
Summary
The Exit Planning Institute® (EPI), a leading authority on exit planning for advisors, has announced the keynote speakers for its 2027 Exit Planning Summit. The event, set for May 2-4, 2027, at the Gaylord Pacific Resort & Convention Center in Chula Vista, CA, will feature Casey Clark, CEO and co-founder of Cultivate Advisors, and Scott Bushkie, managing director and founder of Cornerstone Business Services. With more than 1,000 expected attendees, the Summit is the largest exit planning conference in the world, offering best-in-class education for Certified Exit Planning Advisors (CEPA®), business owners, and professional advisors. Registration is open on the Exit Planning Summit's website.
EPI President Scott Snider emphasized the theme of 'Advisor Activation,' noting that both keynotes will help advisors put exit planning knowledge to work and make a greater impact on the business owners they serve. Clark's session, 'Why You Must Value Accelerate Your Own Business,' will take place on Monday, May 3, from 8:30-9:30 a.m. PT, focusing on how advisors can apply value acceleration principles to their own practices and build the right team to fully activate their CEPA designation. Bushkie's session, 'The $10 Million Conversation: Finding the Enterprise Value Hiding in Your Book of Business,' will follow on Tuesday, May 4, from noon-1 p.m. PT, challenging advisors to uncover enterprise value within their existing book of business to unlock deeper owner conversations and significant growth opportunities.
The full agenda is available on the Exit Planning Summit website, and interested parties can register and find further details about the event here. EPI, formed in 2005, offers the Certified Exit Planning Advisor (CEPA®) credential program, the most widely endorsed professional exit planning program globally, providing advisors with the content, tools, and training needed to engage business owners and become their most valued advisors. For more information, visit exit-planning-institute.org.
Source Statement
This curated news summary relied on content distributed by 24-7 Press Release. Read the original source here, EPI Announces Keynote Speakers for 2027 Exit Planning Summit
