The Exit Planning Institute (EPI) Kansas City Chapter is set to host its 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 exit planning professionals for open discussions on the challenges and opportunities facing today's entrepreneurs.
According to Mark Kipp, President of EPI Kansas City, the forum is designed to provide actionable advice without the typical sales pitches. "This event has no product pitches or sales presentations—only actionable advice and real-life conversations with business owners and exit planning professionals on strategies for value acceleration and operational growth," Kipp said. He emphasized that the agenda is tailored for entrepreneurs and executives navigating growth, mergers, acquisitions, or planning an eventual exit, along with their advisors.
Business owner attendees will gain insights from experienced advisors and business leaders to improve long-term strategy and decision-making. Meanwhile, exit planning professionals—including financial advisors and business consultants—will hear directly from Kansas City-area owners about the topics that matter most to them today. This exchange is expected to foster a deeper understanding of the local business landscape and the specific challenges owners face.
The forum is part of EPI's broader mission to educate and resource professional advisors. Since its founding in 2005, the Exit Planning Institute has provided advisors with the content, tools, and training needed to engage business owners effectively. Its Certified Exit Planning Advisor (CEPA®) credential program is recognized as the most widely endorsed professional exit planning program globally, equipping advisors to become trusted partners in business succession and value creation.
The event's significance lies in its focus on value acceleration and operational growth, which are critical for business owners preparing for eventual exits. By facilitating direct conversations between owners and advisors, the forum aims to bridge the gap between strategic planning and practical implementation. For more details and registration, interested parties can visit the EPI website.
