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. This event is designed to facilitate open conversations between business owners and top exit planning professionals, focusing on real-world challenges and opportunities that business owners face today.
According to Mark Kipp, President of EPI Kansas City, the forum will be free of product pitches and sales presentations, offering instead actionable advice and real-life conversations. The agenda is tailored for entrepreneurs and executives navigating growth, mergers, acquisitions, or planning an eventual exit, along with their advisors. Attendees from the business owner community will gain insights from experienced advisors and business leaders to enhance their long-term 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 about the issues that matter most to them.
This forum comes at a time when many business owners are considering their future options, whether it be growth, sale, or succession. The importance of such an event lies in its focus on value acceleration and operational growth, which are critical for maximizing business worth and ensuring a smooth transition when the time comes. By bringing together both sides—owners and advisors—the forum aims to bridge the gap between strategic planning and practical execution.
For more information and to register for the event, interested parties can visit the EPI website. 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 recognized globally as the most widely endorsed exit planning program, equipping advisors with the necessary tools and training to become trusted partners for business owners.
The forum underscores the growing importance of exit planning as a strategic discipline. As the business landscape evolves, owners are increasingly seeking professional guidance to navigate complex decisions. Events like this provide a platform for knowledge exchange and relationship building, which are essential for successful business outcomes. By addressing the challenges and opportunities head-on, the Business Owner Forum aims to empower attendees with the clarity and confidence needed to make informed decisions about their businesses' futures.
