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 build a stronger, more valuable, and more transferable business through strategic exit planning.
According to Todd Bailey, President of EPI Raleigh-Durham, the event is built around the principle that "good exit planning is good business strategy." He emphasized that this is an opportunity for local exit planning professionals to hear directly from business owners in the community and learn how to assist them in accelerating business value and reducing risk. The forum will feature presentations from experts on various 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 steps for improving business value and preparing for eventual leadership transition. For exit planning professionals, including financial advisors and business consultants, the event offers an unfiltered look at the perspectives and challenges of North Carolina business owners. Attendance is exclusive to EPI chapter members and their business owner guests.
The forum underscores the growing recognition that exit planning is not merely a financial exercise but a comprehensive business strategy that can enhance a company's performance and resilience. By focusing on value creation and risk mitigation, business owners can better position themselves for a successful transition, whether that means selling to a third party, passing the business to family, or pursuing other exit routes.
For more information about the event and the EPI Raleigh-Durham Chapter, interested parties can visit the Exit Planning Institute's website. The Exit Planning Institute was established in 2005 to serve 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, equipping advisors with the tools and training to become trusted partners to business owners.
