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 aims to connect business owners with top exit planning professionals for open discussions on the real-world challenges and opportunities they face today.
Mark Kipp, President of EPI Kansas City, emphasized that the forum is designed to provide actionable advice without sales pitches. "This event has no product pitches or sales presentations—only actionable advice and real-life conversations with business owners and exit planning professionals on strategies for value acceleration and operational growth," Kipp said. He added that the agenda is tailored for entrepreneurs and executives navigating growth, mergers, acquisitions, or planning an eventual exit, as well as their advisors.
Business owner attendees will gain insights from experienced advisors and business leaders to improve long-term business strategy and decision-making. Meanwhile, exit planning professionals, including financial advisors and business consultants, will hear directly from Kansas City-area owners about the topics that concern them most. This exchange of perspectives is crucial for understanding the current landscape of business ownership and the strategies that drive value.
The forum comes at a time when many business owners are considering their long-term options, whether it be growth, succession, or sale. With the baby boomer generation reaching retirement age, the need for effective exit planning has never been more pressing. Events like this provide a platform for owners to learn about value acceleration and operational improvements that can enhance their company's worth and ensure a smooth transition when the time comes.
For advisors, the event offers a unique opportunity to engage with business owners directly, gaining insights that can help them tailor their services to meet the evolving needs of their clients. The importance of such interactions cannot be overstated, as they foster relationships that can lead to more successful outcomes for all parties involved.
The Exit Planning Institute, formed in 2005, serves the educational and resource needs of professional business advisors. Its Certified Exit Planning Advisor (CEPA) credential program is recognized as the most widely endorsed professional exit planning program globally, providing advisors with the tools and training needed to become trusted partners to business owners.
Registration for the Business Owner Forum is open, and interested parties can learn more and register on the EPI website. This event represents a valuable opportunity for business owners and advisors alike to connect and engage in meaningful dialogue about the future of business in the Kansas City area and beyond.
