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 to bring together business owners and exit planning professionals to explore strategies for building stronger, more valuable, and more transferable businesses.
The forum will feature presentations from experts on exit planning topics, panel discussions with local business owners, and an interactive case study. According to Todd Bailey, President of EPI Raleigh-Durham, the event is built around the concept that 'good exit planning is good business strategy.' He emphasizes that this is an opportunity for local exit planning professionals to hear directly from owners in the community and learn how to help them accelerate business value and reduce risk.
Business owner attendees will gain insights into how growth strategy and value creation work together, and they will develop practical next steps for improving business value and preparing for eventual leadership transition. For exit planning professionals, including financial advisors and business consultants, the forum offers unfiltered perspectives from local North Carolina business owners. The event is exclusive to chapter members and their business owner guests.
The forum underscores the growing importance of exit planning in today's business environment. As many business owners approach retirement age, the need for effective succession planning has never been more critical. This event provides a platform for owners and advisors to collaborate on strategies that ensure business continuity and maximize value.
The Exit Planning Institute, founded in 2005, serves the educational and resource needs of professional business advisors. Its Certified Exit Planning Advisor (CEPA) credential program is widely recognized as the premier exit planning certification globally, equipping advisors with the tools and training to become trusted partners to business owners. For more information about the event and the institute, visit the EPI website.
By fostering dialogue between owners and advisors, the Raleigh-Durham Owners Forum aims to address the challenges and opportunities inherent in business transition. It highlights the critical role that proactive planning plays in ensuring that businesses not only survive but thrive beyond their founders' tenure.
The event's focus on collaboration and practical learning reflects a broader trend in the advisory industry toward more integrated and strategic approaches to business succession. As the business landscape evolves, such forums are increasingly vital for sharing best practices and building networks that support long-term business health.
