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 expert presentations on key exit planning topics, panels 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 emphasized that this is an opportunity for local professionals to hear directly from owners and learn how to help them accelerate business value and reduce risk.
Business owners attending 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 leadership transitions. Meanwhile, exit planning professionals—including financial advisors and business consultants—will hear unfiltered perspectives from North Carolina business owners. The event is exclusive to EPI chapter members and their business owner guests.
The forum underscores the growing importance of exit planning in today’s business environment. With many baby boomer business owners approaching retirement, the need for strategic exit planning has never been more critical. This event helps bridge the gap between business owners and advisors, ensuring that businesses are well-prepared for ownership transitions, which can significantly impact employees, communities, and the broader economy.
The EPI, founded in 2005, provides educational resources for professional advisors and offers the Certified Exit Planning Advisor (CEPA) credential, which is widely recognized in the industry. For more information about the event and the organization, visit the Exit Planning Institute website.
