The Exit Planning Institute (EPI) 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. The event aims to bring together business owners and top exit planning professionals for open conversations about the real-world challenges and opportunities facing business owners today.
Unlike typical industry events, this forum will have no product pitches or sales presentations. According to Mark Kipp, President of EPI Kansas City, the agenda is designed to provide actionable advice and real-life conversations with exit planning professionals on strategies for value acceleration and operational growth. “We designed the agenda for entrepreneurs and executives navigating growth, mergers, acquisitions, or planning an eventual exit along with their advisors,” Kipp said.
The forum is expected to offer significant value to both business owners and advisors. Business owners will gain actionable insights from experienced advisors and business leaders to improve long-term business strategy and decision-making. Meanwhile, 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 concern them most. This direct exchange is intended to bridge the gap between advisors and the business community, fostering a better understanding of the current economic landscape and the specific needs of local entrepreneurs.
The event comes at a time when many business owners are considering their long-term strategies, especially in the wake of economic uncertainties and changing market conditions. With the upcoming forum, EPI aims to provide a platform for meaningful dialogue that can help owners navigate these complex decisions.
For those interested in attending, more information and registration are available on the EPI website. The forum is part of EPI’s broader mission to serve professional business advisors’ educational and resource needs, which began in 2005. The organization is known for its Certified Exit Planning Advisor (CEPA) credential program, considered the most widely endorsed professional exit planning program globally. Through such initiatives, EPI provides advisors with the content, tools, and training needed to engage business owners effectively and become their most valued advisors.
The Kansas City chapter’s Business Owner Forum underscores the growing importance of exit planning in today’s business environment. By fostering open conversations and providing practical guidance, the event aims to equip business owners with the knowledge they need to make informed decisions about their companies’ futures. For advisors, it offers a unique opportunity to understand the real-world challenges owners face, enabling them to tailor their services more effectively. As the business landscape continues to evolve, forums like this play a crucial role in supporting the success and longevity of local enterprises.
