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17th Annual Conference

The Premier
Exit Planning
Conference

Where Exit Doers Connect, Learn & Lead

Join senior-level advisors and exit planning specialists for two days of substantive content, candid practitioner conversation, and relationship-building that moves your practice forward.

Register View Full Schedule
Dates Oct 27–28, 2026
Location Boston, MA
Venue The Bostonian Hotel
Sponsors Limited to 12
Conference Begins In
152
Days
00
Hours
00
Mins
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Secs
Reserve Your Spot!

About the IEPA

Exit Doers — Not Just Exit Talkers

The International Exit Planning Association is a practitioner-led organization of approximately 275 senior-level advisors and consultants who deliver high-quality, customized exit planning solutions. Our mission: to positively impact 10,000 business owner exits over the next decade.

IEPA staff have collectively developed hundreds of exit plans, advised on billions in illiquid wealth, and facilitated nearly half a billion dollars in liquidity events — and our 2026 Annual Conference puts you at the center of that expertise.

275+
Senior-level member advisors and consultants
$500M+
In liquidity events facilitated for business owners
59%
Of CBEC® advisors charge $10K–$25K per engagement
0%
Of CBEC® advisors use exit planning as a loss leader

Event Schedule

October 26–29, 2026

Four days of programming at The Bostonian Hotel, 26 North Street, Boston, MA 02109.

Monday, October 26
Pre-conference programming — invitation only
6:00 PM
Study Group, Committee Members, Leadership Council & Sponsors Dinner
North 26 Restaurant and Bar, The Bostonian Hotel
Invitation Only
Tuesday, October 27
Main conference day one — The Bostonian Hotel
12:00 – 12:20 PM
Welcome Session
Opening remarks welcoming attendees, sponsors, and recognizing key contributors to the exit planning community
12:20 – 1:00 PM
IEPA Update
A comprehensive overview of IEPA updates, initiatives, and the direction of the organization
1:00 – 1:30 PM
Sponsor Presentation
Platinum Sponsor #1
1:30 – 2:20 PM
Prospecting Owners Who Don't Know They Need You
A practical look at the challenges of prospecting business owners through COI marketing and direct outreach, featuring perspectives from two different advisor types
2:20 – 3:30 PM
Owner Insights: What Made Them Finally Listen
Business owners share the stories of what ultimately convinced them to engage in exit planning — and why they wish they had started sooner
3:30 – 3:50 PM
Break
Networking
3:50 – 4:40 PM
The First Meeting: Walking In With a Goal, Walking Out With a Second
Advisors share their engagement philosophy and approach to structuring initial client meetings, offering perspectives from both wealth advisory and business consulting backgrounds
4:40 – 5:30 PM
Prospecting Workshop
An interactive session where attendees develop a personalized plan of action for updating their exit planning practice marketing strategy
Sponsor-Led
Evening
Cocktail Reception & Sponsor-Hosted Dinners
Evening networking reception followed by private sponsor-hosted dinners at local Boston restaurants
Reception
Wednesday, October 28
Main conference day two — The Bostonian Hotel
8:00 – 8:30 AM
Awards & Recognitions
Excellence Award, Largest Plan, Most Complex Plan, Tools Usage, Rookie of the Year, and additional recognition categories
8:30 – 9:00 AM
Sponsor Presentation
Platinum Sponsor #2
9:00 – 10:40 AM
The Exit Plan: Building, Presenting, and Getting Action Taken
A panel discussion covering the development and delivery of the exit plan, and how business owners benefit from the planning process
10:40 – 11:00 AM
Break
Networking
11:00 – 11:50 AM
From Plan to Action: Why Some Owners Do Not Move Forward
How experienced advisors help owners prioritize and act on what the planning process uncovers, including insights on owner readiness as a factor in follow-through
11:50 AM – 12:30 PM
Collaboration & Putting the Execution Team Together
Once an owner commits to action, assembling the right team is the critical next step — whether pursuing value growth, an internal transition, or an external exit
12:30 – 1:40 PM
Lunch Break
1:40 – 3:00 PM
Capital Markets, Legislative, Tax, Legal & Private Equity Buyer Interests
An extended session covering updates across multiple disciplines, including what PE investors are looking for in an acquisition target today
3:00 – 3:50 PM
Final Workshop Session
A closing workshop pulling together all conference content so attendees leave with concrete, actionable takeaways for their practice
3:50 – 4:00 PM
Conference Wrap-Up
Thursday, October 29
Extended session — by popular demand
8:00 – 11:30 AM
Table Talk Networking Session
A round-table open discussion with members — continuing the relationships and conversations started at the conference. For those who want to extend their time in Boston.
Open Discussion

Conference Venue

The Bostonian Hotel

Located in the heart of Faneuil Hall Marketplace, The Bostonian Hotel provides an elegant setting for our 17th Annual Exit Planning Conference — at the historic crossroads of Boston.

  • Centrally located in Faneuil Hall Marketplace, adjacent to Quincy Market
  • Seasons Ballroom with dedicated Foyer for 12 sponsor tables — all foot traffic passes through
  • Logan International Airport approximately 15 minutes by car
  • North 26 Restaurant and Bar on property for receptions and private dining
  • A reduced room rate is available for conference attendees. Book your room at the group rate →

What's Nearby:

Faneuil Hall & Quincy Market
Freedom Trail & North End
Financial District
Government Center