The Exit Planning Institute (EPI) Austin Chapter will host its annual Business Owner Round Table on September 9, offering area entrepreneurs and their advisors insights into cultivating businesses for long-term success and eventual ownership transition. The event, scheduled from 2:00 p.m. to 6:30 p.m. at Salt Traders Restaurant in Austin, Texas, will feature interactive sessions and expert-led workshops tailored to the needs of local business owners.
Joe Calao, President of EPI Austin, emphasized the event's local focus: "The sessions at this year's Business Owner Round Table are tailored to the needs of business owners in the Austin-area. Each year, this event brings together business owners and top exit planning professionals from the Austin area to share challenges and insights on growth and exit strategies."
A highlight of the afternoon will be a talk by Brett Hurt, a serial creator, business owner, and exiter, who will discuss his latest book, "Entrepreneurs Essentials." All registered attendees will receive a free copy of the book. Hurt's experience in building and successfully exiting businesses provides a real-world perspective on the journey from startup to exit.
The round table is designed to help business owners maximize their companies' potential and thrive in today's dynamic marketplace. Session topics will include leadership development, team empowerment, organizational resilience, AI utilization, and tax planning for business owners. These areas are critical for owners preparing for eventual succession or sale, as they address both operational and strategic aspects of business management.
The event underscores the growing importance of exit planning for business owners, particularly as many face the challenge of transitioning their life's work. By bringing together experts and peers, EPI aims to equip owners with the knowledge and tools needed to navigate this complex process, ensuring that their businesses remain valuable and resilient long after they step away.
For those interested in attending, more information and registration are available on the EPI site. The event provides a unique opportunity for Austin-area business owners to gain insights that could impact their company's future and their personal financial security.
About the Exit Planning Institute: Founded in 2005, the Exit Planning Institute serves the educational and resource needs of professional business advisors. Its Certified Exit Planning Advisor (CEPA®) credential program is the most widely endorsed professional exit planning program globally, providing advisors with the content, tools, and training needed to engage business owners and become their most valued advisors. For more information, visit exit-planning-institute.org.
