The Exit Planning Institute's Kansas City Chapter is set to host a 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. This 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.
According to Mark Kipp, President of EPI Kansas City, the forum is designed to provide actionable advice and real-life conversations, free from product pitches or sales presentations. "We designed the agenda for entrepreneurs and executives navigating growth, mergers, acquisitions, or planning an eventual exit along with their advisors," Kipp stated. The event will focus on strategies for value acceleration and operational growth, offering attendees insights from experienced advisors and business leaders to improve long-term business strategy and decision-making.
For business owners, the forum presents an opportunity to gain practical knowledge that can be applied to their own businesses. Topics will likely cover value creation, succession planning, and navigating complex business environments. For exit planning professionals, including financial advisors and business consultants, the event offers a chance to hear directly from Kansas City-area owners about the issues that matter most to them, providing valuable market intelligence and networking opportunities.
The forum is particularly relevant in today's economic climate, where many business owners are considering their long-term options amid changing market conditions. With an estimated 70% of business owners planning to exit within the next decade, according to industry studies, the need for effective exit planning has never been greater. Events like this help bridge the gap between owners and the advisors who can guide them through the process.
The Exit Planning Institute, established in 2005, serves the educational and resource needs of professional business advisors. Its Certified Exit Planning Advisor (CEPA®) credential program is recognized as the most widely endorsed professional exit planning program globally, equipping advisors with the content, tools, and training needed to engage business owners and become their most valued advisors.
The forum will be held at the Sheraton Convention Center, located at 6100 College Blvd, Overland Park, KS 66211. Interested parties can learn more and register for the event on the EPI site. For additional information about the organization, visit exit-planning-institute.org.
The Business Owner Forum promises to be a valuable opportunity for both owners and advisors to engage in meaningful conversations that can lead to better-informed decisions and more successful business outcomes. By fostering direct dialogue, the event aims to address the pressing issues facing business owners today and provide practical solutions that can be implemented immediately.

