The Exit Planning Institute (EPI) Kansas City Chapter is set to host a Business Owner Forum on September 2nd, from 7:00 a.m. to 11:30 a.m., at the Sheraton Convention Center in Overland Park, Kansas. The event aims to bring together business owners and top exit planning professionals to engage in open conversations about the real-world challenges and opportunities facing business owners today.
According to Mark Kipp, President of EPI Kansas City, the forum is designed to offer actionable advice and real-life conversations without any product pitches or sales presentations. “We designed the agenda for entrepreneurs and executives navigating growth, mergers, acquisitions, or planning an eventual exit along with their advisors,” Kipp said. The focus will be on strategies for value acceleration and operational growth.
Business owner attendees can expect to gain insights from experienced advisors and business leaders to improve long-term business strategy and decision-making. Meanwhile, exit planning professionals, including financial advisors and business consultants, will have the opportunity to hear directly from Kansas City-area owners on topics that are currently concerning them.
The event is part of EPI’s broader mission, which was established in 2005 to serve the educational and resource needs of professional business advisors. EPI is known for its Certified Exit Planning Advisor (CEPA) credential program, which is the most widely endorsed professional exit planning program in the world. The program provides advisors with the content, tools, and training needed to engage business owners and become their most valued advisors.
The forum underscores the growing importance of exit planning in the business world, particularly as many baby boomer business owners approach retirement. According to recent studies, a significant number of privately held businesses are expected to change hands in the coming years, making effective exit planning critical for preserving business value and ensuring a smooth transition.
For business leaders, attending such forums can provide a competitive edge. By learning about value acceleration strategies, owners can enhance their company’s worth before a potential sale or succession. Advisors, on the other hand, can better understand the needs of their clients and tailor their services accordingly.
The event also highlights the value of local networking and peer learning. By facilitating conversations between owners and advisors, EPI aims to bridge the gap between theory and practice, providing real-world insights that can be immediately applied.
Interested parties can learn more and register for the Business Owner Forum on the EPI website. For additional information about the Exit Planning Institute and its programs, visit exit-planning-institute.org.
