The Exit Planning Institute (EPI) Raleigh-Durham Chapter is set to host its annual Raleigh-Durham Owners Forum on September 16 from 8:00 a.m. to 11:30 a.m. at the Doubletree Hotel, located at 4810 Page Creek Lane, Durham (RTP), NC 27703. The half-day event is designed for business owners and exit planning professionals, focusing on how to grow a stronger, more valuable, and more transferable business.
According to Todd Bailey, President of EPI Raleigh-Durham, the event is built around the idea that “good exit planning is good business strategy.” He emphasized that the forum provides a unique opportunity for local exit planning professionals to hear firsthand from owners in the community and learn how they can help accelerate business value and reduce risk. The event will feature presentations from experts on exit planning topics, panels with local business owners, and an interactive case study.
For business owner attendees, the forum will offer insights into how growth strategy and value creation work together. They will develop practical next steps for improving business value and preparing for eventual leadership transition. The event is exclusive to chapter members and their business owner guests, ensuring a focused and relevant audience.
Exit planning professionals, including financial advisors, business consultants, and others, will benefit from hearing unfiltered perspectives from local North Carolina business owners. This direct exchange is intended to help advisors better understand the challenges and opportunities business owners face, enabling them to provide more effective guidance.
The forum underscores the growing importance of exit planning in the business lifecycle. As many business owners approach retirement age, the need for strategic planning to maximize business value and ensure smooth transitions has become critical. This event aims to bridge the gap between owners and advisors, fostering a collaborative approach to business growth and succession.
The Exit Planning Institute, formed in 2005, serves the educational and resource needs of professional business advisors. Its Certified Exit Planning Advisor (CEPA®) credential program is widely endorsed and provides advisors with the content, tools, and training needed to engage business owners and become their most valued advisors. For more information about the EPI Raleigh-Durham chapter and the Owners Forum, visit the EPI website.
