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Work through a live case study showing how the Capitalize 21-step model using the five stages of value will help you deliver consistent exit planning advice at scale
Why Choose the CEPA All-Access Bundle
Discover how to align financial advisory services with value enhancement strategies
Network and connect with like-minded individuals within the exit planning industry this November
Inclusion on Advisory Directory published monthly
VIP Upgrade (2027 Summit) 2025 Summit Work through a live caseImportant Note: This product is only meant for individuals who previously purchased a General Admission ticket to the 2027 Exit Planning Summit and would like to upgrade their ticket to VIP. Where: Gaylord Pacific Resort & Convention Center in Chula Vista, CA When: May 24, 2027 The Exit Planning Summit is back! We are thrilled to welcome professional advisors back to a world class in person conference in Chula Vista, CA. Our Exit Planning Summit is
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