The Exit Planning Institute (EPI) Raleigh-Durham Chapter is set to host its annual Owners Forum on September 16, from 8:00 a.m. to 11:30 a.m., at the Doubletree Hotel in Durham, North Carolina. The half-day event is designed to bring together business owners and exit planning professionals to explore strategies for building stronger, more valuable, and more transferable businesses.
The forum will feature presentations from experts on exit planning topics, panels with local business owners, and an interactive case study. According to Todd Bailey, President of EPI Raleigh-Durham, the event is built around the concept that 'good exit planning is good business strategy.' He emphasized that this is an opportunity for local exit planning professionals to hear directly from owners in the community and learn how to help them accelerate business value and reduce risk.
For business owner attendees, the forum will provide insights into how growth strategy and value creation work together, as well as practical steps for improving business value and preparing for eventual leadership transition. Exit planning professionals, including financial advisors and business consultants, will gain unfiltered perspectives from local North Carolina business owners on the challenges and opportunities they face.
The event is exclusive to EPI chapter members and their business owner guests. Those interested in learning more about the EPI Raleigh-Durham chapter and the Business Owners Forum can visit the EPI website for additional details.
The Exit Planning Institute was established in 2005 to serve the educational and resource needs of professional business advisors. Its Certified Exit Planning Advisor (CEPA) credential program is widely recognized as the premier professional exit planning program globally, equipping advisors with the content, tools, and training needed to engage business owners and become their most valued advisors.
This forum underscores the growing importance of exit planning in the business community, especially as many business owners approach retirement age. By focusing on value creation and transferability, the event aims to help owners not only prepare for a successful transition but also enhance the overall performance of their businesses in the present. For advisors, the forum offers a unique chance to understand the real-world concerns of owners and tailor their services accordingly. The implications extend beyond individual businesses, as stronger, more resilient companies contribute to the economic vitality of the region.
