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 in Durham, North Carolina. The half-day event is designed to help business owners understand how to grow a stronger, more valuable, and more transferable business, with a focus on the intersection of growth strategy and value creation.
According to Todd Bailey, President of EPI Raleigh-Durham, the event is built around the premise that "good exit planning is good business strategy." He emphasized that the forum provides a unique opportunity for local exit planning professionals to hear directly from owners in the community and learn how to help them 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.
Business owner attendees will gain insights into how growth strategy and value creation work together, and they will develop practical next steps for improving business value and preparing for eventual leadership transition. For exit planning professionals, including financial advisors and business consultants, the forum offers a chance to hear unfiltered perspectives from North Carolina business owners. The event is exclusive to EPI chapter members and their business owner guests.
The forum underscores a growing recognition that exit planning is not just about selling a business but about strategically managing business value throughout the ownership lifecycle. By bringing together owners and advisors, the event aims to foster a collaborative environment where business owners can learn from experts and peers, and advisors can better understand the challenges and opportunities facing local businesses.
The Exit Planning Institute, founded in 2005, serves the educational and resource needs of professional business advisors. Its Certified Exit Planning Advisor (CEPA) credential program is widely recognized as the most comprehensive professional exit planning program globally, providing advisors with the content, tools, and training needed to become trusted advisors to business owners. For more information about EPI and the Owners Forum, visit the official EPI website at exit-planning-institute.org.
