The Exit Planning Institute (EPI) Raleigh-Durham Chapter is set to host its annual Raleigh-Durham Owners Forum on September 16 from 8:00 a.m. to 11:30 a.m. at the Doubletree Hotel in Durham, North Carolina. This half-day event is designed for business owners and exit planning professionals, aiming to highlight how effective exit planning can strengthen business value and ensure smooth leadership transitions.
The forum is built on the principle that 'good exit planning is good business strategy,' according to Todd Bailey, President of EPI Raleigh-Durham. The event will feature presentations from experts on exit planning topics, panels with local business owners, and an interactive case study. This structure provides attendees with both strategic insights and practical applications.
Business owner attendees will gain an understanding of how growth strategy and value creation work together. They will leave with actionable steps to improve business value and prepare for eventual leadership transition. For exit planning professionals, including financial advisors and business consultants, the forum offers an opportunity to hear unfiltered perspectives from local North Carolina business owners, providing valuable insights into owner concerns and priorities.
The event is exclusive to EPI chapter members and their business owner guests, fostering an intimate environment for meaningful discussion. The forum underscores the growing importance of exit planning as a strategic business tool, not just a financial one. By integrating exit planning into overall business strategy, owners can enhance company performance and ensure long-term sustainability.
The Exit Planning Institute, established in 2005, serves the educational and resource needs of professional business advisors. Its Certified Exit Planning Advisor (CEPA) credential program is widely recognized and provides advisors with the content, tools, and training necessary to engage business owners effectively. The institute's focus on educating advisors about exit planning helps bridge the gap between business growth and eventual ownership transition.
The Raleigh-Durham Owners Forum is a key initiative in this mission, bringing together owners and advisors to share knowledge and best practices. As the business landscape evolves, such events are critical for preparing owners to maximize value and ensure their businesses thrive beyond their tenure. For more information about the event and the institute, visit the EPI website.
