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 bring together business owners and top exit planning professionals for open discussions on the real-world challenges and opportunities facing business owners today.
Mark Kipp, President of EPI Kansas City, emphasized that the forum is designed to provide practical value without the typical 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. "We designed the agenda for entrepreneurs and executives navigating growth, mergers, acquisitions, or planning an eventual exit along with their advisors."
For business owners, the forum offers a chance to gain actionable insights from experienced advisors and business leaders, which can improve long-term business strategy and decision-making. 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 direct dialogue is intended to bridge the gap between advisors and the business owners they serve, fostering a better understanding of the challenges and opportunities in the current business climate.
The event is particularly timely given the economic uncertainties and the increasing importance of strategic planning for business continuity. With many business owners considering succession planning, mergers, or acquisitions, the forum provides a platform to explore these topics in a collaborative environment. The insights shared could help attendees make more informed decisions about their businesses' futures, potentially impacting their long-term success and the broader economic landscape of the Kansas City region.
The Business Owner Forum is open to both business owners and advisors, and registration is available on the EPI website. The event is part of EPI's ongoing efforts to serve professional business advisors' educational and resource needs. Since its formation in 2005, EPI has grown to offer the Certified Exit Planning Advisor (CEPA®) credential program, which is the most widely endorsed professional exit planning program in the world. Through such initiatives, EPI aims to provide advisors with the content, tools, and training needed to engage business owners and become their most valued advisors.
By attending the forum, participants can expect to leave with a clearer understanding of how to navigate the complexities of business growth and exit planning. The event underscores the importance of proactive planning and the value of professional guidance in achieving successful outcomes. For more information about the forum and to register, interested parties can visit the Exit Planning Institute website.
