The Exit Planning Institute (EPI) Kansas City Chapter will 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 discussions on the real-world challenges and opportunities facing business owners today.
According to Mark Kipp, President of EPI Kansas City, the forum is designed to provide actionable advice without product pitches or sales presentations. Attendees will engage in real-life conversations with experienced advisors and business leaders on strategies for value acceleration and operational growth. The agenda targets entrepreneurs and executives navigating growth, mergers, acquisitions, or planning an eventual exit, along with their advisors.
Business owner attendees will gain insights to improve long-term business strategy and decision-making. Exit planning professionals, including financial advisors and business consultants, will hear directly from Kansas City-area owners on the topics that matter most to them. This exchange of perspectives is intended to bridge the gap between owners and advisors, fostering a collaborative environment for strategic planning.
The forum comes at a time when many business owners are considering their options in an evolving economic landscape. With the upcoming wave of baby boomer retirements, the need for comprehensive exit planning has never been more critical. Events like this provide a platform for owners to explore value creation and transition strategies before it's too late.
EPI, formed in 2005, serves the educational and resource needs of professional business advisors. Its Certified Exit Planning Advisor (CEPA) credential program is widely endorsed globally, equipping advisors with the content, tools, and training to become trusted partners for business owners. The Kansas City Chapter's initiative reflects EPI's commitment to fostering dialogue and education in the exit planning community.
For more information and registration, interested parties can visit the EPI website at exit-planning-institute.org. The event promises to deliver practical knowledge and networking opportunities that can help owners and advisors alike navigate the complexities of business ownership and transition.
