The Exit Planning Institute (EPI) Kansas City Chapter is set to host its 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 for open conversations on the real-world challenges and opportunities facing business owners today.
Mark Kipp, President of EPI Kansas City, emphasized the event's unique approach: "This event has no product pitches or sales presentations—only actionable advice and real-life conversations with business owners and exit planning professionals on strategies for value acceleration and operational growth." He added, "We designed the agenda for entrepreneurs and executives navigating growth, mergers, acquisitions, or planning an eventual exit along with their advisors."
The forum is structured to benefit both business owners and advisors. Business owner attendees will gain actionable 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 hear directly from Kansas City-area owners on the topics concerning them today. This reciprocal exchange is intended to foster a deeper understanding of the current business landscape and the strategies that can drive success.
The event comes at a time when many business owners are considering their long-term options, whether that involves growth, succession, or sale. According to EPI, a significant number of businesses are expected to change hands in the coming years, making exit planning and value acceleration increasingly critical. By providing a platform for open dialogue, the forum aims to equip participants with the knowledge and connections needed to navigate these complex decisions.
For those interested in attending, more information and registration are available on the EPI site. The forum is part of EPI's broader mission to serve professional business advisors' educational and resource needs. Since its formation in 2005, EPI has become a leading organization in the field, with its Certified Exit Planning Advisor (CEPA®) credential program being the most widely endorsed professional exit planning program in the world. The credential provides advisors with the content, tools, and training needed to engage business owners and become their most valued advisors.
The Kansas City chapter's Business Owner Forum represents a key opportunity for local business owners and advisors to connect and prepare for the future. By focusing on real-world issues and avoiding sales pitches, the event promises to deliver practical value to all attendees, reinforcing the importance of proactive planning in today's dynamic business environment.
