The Exit Planning Institute (EPI) Raleigh-Durham Chapter is set to host its annual Owners Forum on September 16, from 8:00 a.m. to 11:30 a.m., at the Doubletree Hotel in Durham, North Carolina. The half-day event is designed to bring together business owners and exit planning professionals to explore how strategic growth and value creation can enhance business transferability.
According to the institute, the forum will feature expert presentations on exit planning topics, panels with local business owners, and an interactive case study. Todd Bailey, President of EPI Raleigh-Durham, emphasized the event's core philosophy: “good exit planning is good business strategy.” He noted that the forum provides a unique opportunity for advisors to hear directly from owners in the community and learn how to help them accelerate business value and reduce risk.
For business owner attendees, the forum will offer insights into how growth strategy and value creation work together. They will leave with practical steps for improving business value and preparing for eventual leadership transitions. Meanwhile, exit planning professionals, including financial advisors and business consultants, will gain unfiltered perspectives from North Carolina business owners. The event is exclusive to EPI chapter members and their business owner guests.
The forum's focus on value creation is timely, given that many business owners may be underestimating the importance of exit readiness. By integrating exit planning into everyday business strategy, owners can position their companies for successful transitions, whether through sale, succession, or other exit routes. For advisors, understanding the real-world challenges and goals of owners is critical to providing effective guidance.
The Exit Planning Institute, founded in 2005, serves as an educational resource for professional business advisors. Its Certified Exit Planning Advisor (CEPA®) credential program is widely recognized, equipping advisors with the tools needed to engage owners and become trusted advisers. The institute's website, exit-planning-institute.org, offers more information about its programs and resources.
For more details about the Raleigh-Durham Owners Forum, interested parties can visit the EPI Raleigh-Durham chapter page on the EPI website. The event promises to be a valuable opportunity for both owners and advisors to align their strategies for long-term business success.
