The Exit Planning Institute (EPI) Austin Chapter is set to host its annual Business Owner Round Table on September 9 at Salt Traders Restaurant in Austin, Texas. The event, running from 2:00 p.m. to 6:30 p.m., is designed to equip business owners and their advisors with actionable insights for long-term business growth and eventual ownership transition.
According to Joe Calao, President of EPI Austin, the sessions are tailored to the specific needs of Austin-area business owners. "Each year, this event brings together business owners and top exit planning professionals from the Austin area to share challenges and insights on growth and exit strategies," Calao stated. The round table will feature interactive sessions and expert-led workshops covering critical topics such as leadership development, team empowerment, organizational resilience, AI utilization, and tax planning.
A highlight of the event will be a keynote address by Brett Hurt, a serial entrepreneur and author of the recently published book, Entrepreneurs Essentials. Hurt, who has successfully built and exited multiple businesses, will share his experiences and lessons learned. All registered attendees will receive a complimentary copy of the book.
The Business Owner Round Table underscores the growing importance of exit planning in today's volatile business environment. With many baby boomer business owners approaching retirement, the need for structured transition strategies has never been more critical. This event provides a platform for owners to learn how to maximize their company's value and prepare for a smooth handover, whether to family, employees, or external buyers.
The event also serves as a networking opportunity, allowing business owners to connect with certified exit planning advisors who can offer specialized guidance. The Exit Planning Institute, established in 2005, is renowned for its Certified Exit Planning Advisor (CEPA) credential program, which is the most widely endorsed professional exit planning program globally. The institute's mission is to educate advisors and business owners on the intricacies of value creation and business transfer.
For business owners in the Austin area, this round table is a valuable chance to gain insights that could shape their company's future. By focusing on both growth and exit strategies, the event aims to help entrepreneurs build resilient businesses that can thrive in a dynamic marketplace. Those interested in attending can find more details and register on the EPI website.
In an era where business continuity is paramount, events like this are essential for fostering a culture of proactive planning. Whether a business owner is planning to exit in the near future or years down the line, the knowledge shared at this round table could prove invaluable in ensuring a successful transition and lasting legacy.
