GREEN BAY, Wis., October 2, 2026: Cornerstone Business Services will serve as title sponsor of the 2027 Exit Planning Summit, hosted by the Exit Planning Institute (EPI). The Summit takes place May 2–4, 2027, at the Gaylord Pacific Resort & Convention Center in Chula Vista, Calif., near San Diego.
The event brings together Certified Exit Planning Advisors (CEPAs), financial advisors, CPAs, attorneys, M&A professionals, and other advisors for three days of education and collaboration focused on helping business owners build value and prepare for their next chapter.
“Most owners get one shot at selling their business, and the advisors in the EPI community are usually the first people they call. We want those conversations to start years before a sale, not weeks,” said Scott Bushkie, founder and managing partner of Cornerstone Business Services.
Better outcomes start before a business goes to market
A successful business sale starts long before the first buyer conversation. Owners need to understand what their company is worth, what could affect its marketability, and how a sale fits their financial and personal goals. Our partnership with EPI supports those conversations earlier, giving owners and their advisors a clearer view of the decisions ahead.
At Cornerstone, we bring the perspective of the transaction market: what buyers look for, how businesses are positioned, and what it takes to move from preparation to a completed sale. Our focus is on helping owners create options and evaluate more than the headline purchase price, including transaction structure, buyer fit, timing, and closing certainty.
Supporting the advisors business owners trust
This sponsorship builds on our existing work with the EPI community. Cornerstone founder and managing partner Scott Bushkie teaches Sell Your Business on Your Terms through EPI Academy. We also provide resources that help advisors begin meaningful conversations with owners about business value, exit options, financial security, and legacy.
We look forward to continuing those conversations at the 2027 Summit and working alongside advisors who share our commitment to helping business owners finish strong.
About the Exit Planning Institute
The Exit Planning Institute® (EPI) provides education, tools, and resources to professionals who help business owners build value and prepare for ownership transitions. Through its Certified Exit Planning Advisor (CEPA®) credential, EPI Academy, local chapter network, and Exit Planning Summit, EPI brings advisors together to help owners align their business, personal, and financial goals. Its approach treats exit planning as an ongoing business strategy, not just a step taken when an owner is ready to sell.
About Cornerstone Business Services
Founded in 2001, Cornerstone Business Services is an investment bank serving the lower middle market and specializing in transactions for businesses with annual revenue of $5 million to $250 million. Headquartered in Green Bay, Wisconsin, the firm advises business owners throughout North America on sell-side transactions, acquisition searches, and valuation services, including its Real Market Analysis (RMA).
Cornerstone’s Assurance 360™ process is designed to create multiple qualified offers and improve deal certainty. Over the past five years, the firm has maintained an average closing ratio of about 85%. Cornerstone also publishes original research on business owner readiness and exits, including the 2025 National Study on Selling Your Business. Cornerstone’s mission is to create a positive life-changing event for all the lives it touches.
Media Contact
Dan Hansher
Associate and Marketing Manager
Cornerstone Business Services
920-436-9890
press@cornerstone-business.com
