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 bring together business owners and exit planning professionals to discuss strategies for building stronger, more valuable, and more transferable businesses.
According to Todd Bailey, President of EPI Raleigh-Durham, the forum is built around the concept that good exit planning is synonymous with good business strategy. The event will feature presentations from experts on exit planning topics, panel discussions with local business owners, and an interactive case study. Attendees will gain insights into how growth strategy and value creation work together, and they will leave with practical steps to improve business value and prepare for eventual leadership transitions.
For exit planning professionals—including financial advisors, business consultants, and others—the forum offers a unique opportunity to hear unfiltered perspectives from North Carolina business owners. This exclusive event is open to EPI chapter members and their business owner guests.
The forum underscores the growing importance of exit planning in today's business environment. With many business owners approaching retirement age, the need for systematic preparation is critical. By focusing on value creation and risk reduction, the forum aims to help owners not only maximize the eventual sale of their businesses but also enhance day-to-day operations and strategic decision-making.
The Exit Planning Institute, established in 2005, provides educational resources and training for professional advisors. Its Certified Exit Planning Advisor (CEPA) credential is widely recognized, equipping advisors with the tools 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.
