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 is designed to foster open dialogue between business owners and top exit planning professionals, focusing on real-world challenges and opportunities that owners face today.
According to Mark Kipp, President of EPI Kansas City, the forum is intentionally free of product pitches and sales presentations. Instead, it will offer actionable advice and real-life conversations with experienced advisors on strategies for value acceleration and operational growth. The agenda is tailored for entrepreneurs and executives navigating growth, mergers, acquisitions, or planning an eventual exit, along with their advisors.
Business owner attendees can expect to gain insights that improve long-term business strategy and decision-making. Meanwhile, exit planning professionals—including financial advisors and business consultants—will have the opportunity to hear directly from Kansas City-area owners about the topics that are most pressing to them. This exchange is intended to bridge the gap between owners' needs and the services advisors provide.
The forum comes at a time when many business owners are considering their succession options, especially as the baby boomer generation approaches retirement. According to the Exit Planning Institute, the event underscores the importance of proactive exit planning, which can significantly impact the value of a business and the legacy of its owner.
The Business Owner Forum is part of EPI's broader mission to serve professional advisors' educational and resource needs. Since its formation in 2005, EPI has become known for its Certified Exit Planning Advisor (CEPA) credential program, which is the most widely endorsed professional exit planning program in the world. The program equips advisors with the content, tools, and training needed to engage business owners and become their most valued advisors.
For more information and to register for the event, interested parties can visit the EPI site. The forum promises to be a valuable opportunity for both business owners and advisors to connect, share insights, and enhance their strategic approaches to business growth and transition.
