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 facilitate open conversations between business owners and top exit planning professionals, focusing on real-world challenges and opportunities facing today's entrepreneurs.
Mark Kipp, President of EPI Kansas City, emphasized the forum's unique approach: "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." He added that the agenda is designed for entrepreneurs and executives navigating growth, mergers, acquisitions, or planning an eventual exit, along with their advisors.
Business owner attendees will gain actionable insights from experienced advisors and business leaders to improve long-term business strategy and decision-making. The forum provides a platform for owners to discuss pressing issues, while 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 matter most to them today.
The importance of such forums cannot be overstated. According to EPI, a significant number of business owners are unprepared for ownership transition, often leading to failed sales or business closures. The Certified Exit Planning Advisor (CEPA) credential, offered by EPI, equips advisors with the content, tools, and training needed to engage business owners effectively and become their most valued advisors. This event serves as a practical extension of that mission, fostering a community where owners and advisors can collaborate on value creation and succession planning.
For those interested in attending, more information and registration details are available on the EPI website. The forum is expected to attract a diverse group of stakeholders, all united by a common goal: to ensure that businesses are prepared for whatever comes next, whether it's growth, sale, or succession.
In an era where business landscapes are rapidly evolving, the need for proactive exit planning and value acceleration has never been more critical. Events like this forum provide the necessary education and networking opportunities to help business owners and their advisors navigate complex decisions with confidence. By addressing these issues head-on, the EPI Kansas City Chapter is playing a vital role in strengthening the local business community.
