Cornerstone Business Services Named Title Sponsor of EPI's 2027 Exit Planning Summit

Exit Planning Institute Expands Strategic Partnership with Cornerstone Business Services, Announces Title Sponsor of EPI’s 2027 Exit Planning Summit

CLEVELAND, OH, UNITED STATES, October 1, 2026 /EINPresswire.com/ -- The Exit Planning Institute^® (EPI) today announced that Cornerstone Business Services has signed on as the Title Sponsor of the 2027 Exit Planning Summit, expanding its partnership with EPI and reinforcing Cornerstone's role as an Enterprise Growth Partner within the EPI ecosystem.

The partnership brings together two organizations committed to helping business owners and their trusted advisors navigate the complexities of business growth, value creation, exit planning, and transition.

As a lower-middle-market investment bank specializing in transactions for founder- and family-led businesses, Cornerstone brings extensive M&A, valuation, acquisition, and transaction expertise to the EPI community. The firm currently serves businesses with approximately $5 million to $250 million in annual revenue throughout North America.

For EPI, effective exit planning is not limited to the moment a business goes to market. It is about helping owners prepare well in advance by aligning business, personal, and financial goals, understanding value, strengthening the business, and creating options for the future.

Cornerstone complements that approach with expertise in the transaction and M&A landscape. Its services include sell-side transactions, acquisition searches, and Real Market Analysis, while its partner resources are designed to help trusted advisors begin proactive conversations with business owners well before a transaction occurs.

That complementary expertise creates value for the CEPA^® community by giving advisors additional perspective they can bring to business-owner conversations, from understanding market realities and exit options to recognizing when specialized M&A expertise may become relevant.
“Partnering with the Exit Planning Institute as the title partner of the Exit Planning Summit was a no-brainer. It allows us to collaborate with best-in-class advisors from around the world who share our commitment to helping business owners. The need is clear: 69% of business owners have an exit strategy on their priorities list, yet only 20% to 30% of businesses that go to market actually sell. That is not good enough,” Scott Bushkie, Managing Partner and Founder of Cornerstone Business Services, Inc., noted.

Through its partnership with EPI, Cornerstone provides CEPAs and other professional advisors with access to perspectives and resources grounded in the realities of today's M&A market.

Cornerstone already contributes to EPI's educational ecosystem. Scott Bushkie teaches Sell Your Business on Your Terms through EPI Academy, a course that addresses transition preparation, value drivers, exit options, and the process of helping owners achieve a successful and fulfilling exit.
Cornerstone also maintains dedicated resources for EPI members, including tools designed to help trusted advisors initiate conversations with business owners about their future exit, legacy, financial security, and personal goals.

As Title Sponsor, Cornerstone will play a prominent role at the 2027 Exit Planning Summit in San Diego, bringing its M&A expertise and perspective to one of EPI's signature gatherings of exit planning professionals.

The Summit brings together CEPAs and other professionals who serve business owners, creating opportunities for education, collaboration, and connection across the broader exit planning ecosystem.

Cornerstone's involvement will further connect Summit attendees with insights from the transaction marketplace while reinforcing the importance of preparing business owners well before they are ready to sell.

Learn more about the 2027 Exit Planning Summit at https://exitplanningsummit.com.

Peggy Kachevas
Exit Planning Institute
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