The Exit Planning Institute (EPI) Kansas City Chapter has announced it will 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. This event is designed to bring together business owners and exit planning professionals for open discussions on the real-world challenges and opportunities facing business owners today.
According to Mark Kipp, President of EPI Kansas City, the forum will be free of product pitches and sales presentations, focusing instead on actionable advice and real-life conversations. Attendees will engage with experts on strategies for value acceleration and operational growth, topics crucial for entrepreneurs and executives navigating growth, mergers, acquisitions, or planning an eventual exit.
The importance of this event lies in its potential to address a critical gap in business succession planning. Many business owners are unprepared for the eventual sale or transfer of their business, often lacking a formal exit strategy. This forum aims to bridge that gap by providing direct access to experienced advisors who can offer insights on improving long-term business strategy and decision-making. For advisors, it is an opportunity to hear firsthand the concerns of Kansas City-area owners, allowing them to tailor their services to meet real needs.
Given that a significant portion of business owners are approaching retirement age, the timing of such forums is crucial. They facilitate proactive planning, which can increase the likelihood of successful business transitions, preserve company value, and ensure the economic stability of the region. The event also underscores the growing importance of exit planning as a professional discipline, particularly as the CEPA credential gains recognition.
Business owners and advisors interested in attending can learn more and register on the EPI site. The forum is expected to draw a diverse group of participants, including financial advisors, business consultants, and entrepreneurs, all seeking to enhance their understanding of value creation and business continuity.
The Exit Planning Institute, formed in 2005, has established itself as a leading resource for professional advisors, with its Certified Exit Planning Advisor (CEPA) program being the most widely endorsed in the world. By hosting such forums, EPI continues its mission to provide advisors with the content, tools, and training needed to become trusted advisors to business owners. This event is a testament to EPI's commitment to fostering a community of well-informed professionals dedicated to helping business owners achieve successful outcomes.
