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 is designed to bring together business owners and top exit planning professionals for open discussions on the real-world challenges and opportunities facing business owners today.
According to Mark Kipp, President of EPI Kansas City, the forum will eschew product pitches and sales presentations in favor of actionable advice and real-life conversations. "We designed the agenda for entrepreneurs and executives navigating growth, mergers, acquisitions, or planning an eventual exit along with their advisors," Kipp said. The focus will be on strategies for value acceleration and operational growth, providing attendees with insights that can improve long-term business strategy and decision-making.
For business owners, the forum offers a chance to gain practical knowledge from experienced advisors and peers, helping them navigate complex decisions around business growth and succession. Exit planning professionals, including financial advisors and business consultants, will have the opportunity to hear directly from Kansas City-area owners about the topics that matter most to them, fostering a two-way exchange of ideas.
The event underscores the growing importance of exit planning as a critical component of business strategy. With many business owners approaching retirement age, the need for effective succession planning and value creation has never been more pressing. By facilitating these conversations, EPI aims to equip both owners and advisors with the tools necessary to ensure successful transitions and sustained business health.
The Business Owner Forum is part of EPI's broader mission to serve professional business advisors' educational and resource needs. Since its founding in 2005, the institute has become a leading provider of exit planning education, offering the Certified Exit Planning Advisor (CEPA) credential program, which is widely endorsed by professionals in the field. The program provides advisors with the content, tools, and training needed to engage business owners and become their most valued advisors.
Registration for the forum is open, and more details can be found on the EPI website. The event promises to be a valuable opportunity for anyone involved in business ownership or advisory services to gain insights, network with peers, and better prepare for the future.
