The Exit Planning Institute (EPI) Raleigh-Durham Chapter will 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 help business owners understand how to grow a stronger, more valuable, and more transferable business, while also providing exit planning professionals with insights from local owners.
The forum is built around the concept that good exit planning is good business strategy. Todd Bailey, President of EPI Raleigh-Durham, emphasized that the event offers an opportunity for local professionals to hear firsthand from owners and learn how to help them accelerate business value and reduce risk. Business owner attendees will gain an understanding of how growth strategy and value creation work together, and will develop practical next steps for improving business value and preparing for eventual leadership transition.
For exit planning professionals—including financial advisors, business consultants, and others—the forum provides unfiltered perspectives from North Carolina business owners. The event is exclusive to chapter members and their business owner guests.
The forum will feature presentations from experts on exit planning topics, panels with local business owners, and an interactive case study. This structure is intended to offer actionable insights and foster meaningful dialogue between owners and advisors.
The importance of this event lies in the growing need for business owners to prepare for succession and value creation. With many businesses facing leadership transitions in the coming years, the Owners Forum serves as a critical resource for both owners and the advisors who serve them. By connecting owners with experienced professionals, the forum aims to bridge the gap between business strategy and exit readiness, ultimately helping to preserve the legacy and value of closely held businesses.
Learn more about EPI Raleigh and the Business Owners Forum on the EPI site.
The Exit Planning Institute (EPI) was formed in 2005 to serve professional business advisors' educational and resource needs. Its Certified Exit Planning Advisor (CEPA) credential program is the most widely endorsed professional exit planning program in the world, 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.
