We’re thrilled to announce that Maus Software will exhibit at the 2025 Exit Planning Summit, hosted by the Exit Planning Institute (EPI) and taking place May 4–6 at the Sunseeker Resort in Charlotte Harbor, Florida.
As a proud EPI Preferred Partner, Maus is excited to connect with business advisors, CEPA professionals, and strategic partners from around the country who are leading the charge in value acceleration and exit planning.
What is the Exit Planning Summit?
The Exit Planning Summit is EPI’s premier annual event, designed to bring together top advisors, thought leaders, and solution providers who specialize in business value growth, succession, and exit strategy. With immersive workshops, expert-led sessions, and unmatched networking opportunities, the Summit delivers the latest insights and tools for professionals looking to drive real impact for business owners.
Visit Maus at Booth #28
Whether you’re a long-time user of Maus or just beginning your journey into exit planning, be sure to stop by Booth #28 in the Exhibit Hall. We’ll be on-site all three days of the Summit, ready to answer your questions, demonstrate our solutions, and help you build a more scalable, systemized advisory firm.
Learn with Us in the Resource & Solution Lab
We’re also hosting a live session at the Summit titled:
Enroll Your Clients in Exit Planning: Use Maus to Build Your Pipeline
This session is part of the Resource & Solution Lab series and is designed to help advisors discover how the Maus platform can be used to initiate meaningful exit planning conversations, increase client engagement, and drive recurring advisory revenue.
Save your seat and learn more about the session here:
Enroll Your Clients in Exit Planning: Use Maus to Build Your Pipeline
Free Download: CEPA One-Page Guide
To help you get a head start on your journey, we’re also offering a free One-Page CEPA Guide. This quick reference tool breaks down the key steps of the exit planning process and shows how Maus can help you streamline every stage of the journey.
Exit Planning Summit Workshops & Symposiums
The 2025 Exit Planning Summit features a powerful lineup of workshops and symposiums designed to expand your expertise and help you deliver more value to clients. These sessions go beyond the mainstage, giving you hands-on training, fresh strategies, and meaningful connections with other top advisors.
Explore all upcoming Exit Planning Summit workshops and symposiums.
Mastering the Triggering Event Workshop
Advanced Tax Planning Workshop
Women in Exit Planning Symposium
Exit Planning Summit Social Events
The Exit Planning Summit isn’t just about world-class education, it’s also about building lasting relationships in unforgettable settings. From sunsets on the harbor to charity fundraisers and after-hours celebrations, these social events are a key part of the experience.
See full details for all Exit Planning Summit social events.
Exit Planning Summit FAQ
Still have questions about the Exit Planning Summit? From travel info and hotel discounts to networking events and the full agenda, the team at EPI has compiled everything you need to know before and during the event.
Check out the Exit Planning Summit FAQ for full details
Let’s Connect
The Exit Planning Summit is more than just a conference, it’s a hub for innovation, community, and big-picture thinking. At Maus, we believe that advisors deserve the right tools to serve their clients with clarity and confidence, and we’re excited to showcase what we’ve been building.
If you’re attending, we’d love to meet you!
Come find us at Booth #28, join us for our Resource & Solution Lab session, and don’t forget to grab your CEPA guide before the show.
See you in Charlotte Harbor!