The Exit Planning Institute (EPI) Austin Chapter will host its annual Business Owner Round Table on September 9, 2026, at Salt Traders Restaurant in Austin, Texas. The event, running from 2:00 p.m. to 6:30 p.m., is designed to provide business owners and their advisors with actionable insights into cultivating long-term success and preparing for eventual ownership transition.
Attendees will have the opportunity to participate in interactive sessions and expert-led workshops focused on key growth areas. Topics include leadership development, team empowerment, organizational resilience, AI utilization, and tax planning for business owners. These sessions are tailored to address the unique challenges faced by Austin-area entrepreneurs in today's dynamic marketplace.
A highlight of the event will be a presentation by Brett Hurt, a serial creator, business owner, and exiter, who will discuss his latest book, "Entrepreneurs Essentials." All registered attendees will receive a free copy of the book, adding further value to the experience.
Joe Calao, President of EPI Austin, emphasized the event's local focus: "The sessions at this year's Business Owner Round Table are tailored to the needs of business owners in the Austin-area. Each year, this event brings together business owners and top exit planning professionals from the Austin area to share challenges and insights on growth and exit strategies."
The Business Owner Round Table is part of EPI's broader mission to educate business advisors and owners. Since its founding in 2005, EPI has been a leading resource for professional advisors, offering the Certified Exit Planning Advisor (CEPA®) credential program. This program is widely endorsed globally and equips advisors with the content, tools, and training needed to engage business owners and become their most valued advisors.
The event underscores the importance of proactive exit planning, a critical aspect of business strategy that many owners overlook. By attending, business owners can gain insights into maximizing their company's value and ensuring a smooth transition when the time comes. For advisors, the event provides an opportunity to network and learn how to better serve their clients.
The round table also highlights the growing emphasis on integrating technology and leadership development into business planning. With AI utilization being a key session topic, attendees will learn how to leverage emerging tools to enhance efficiency and competitiveness.
Interested individuals can learn more and register for the Business Owner Round Table on the EPI website. The event promises to be a valuable investment for any business owner or advisor looking to stay ahead in a rapidly evolving business environment.
For more information about the Exit Planning Institute and its resources, visit exit-planning-institute.org.
