The Exit Planning Institute (EPI) Raleigh-Durham Chapter will 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 for business owners and exit planning professionals, focusing on strategies to build stronger, more valuable, and more transferable businesses.
The forum will feature expert presentations on exit planning topics, panels with local business owners, and an interactive case study. According to Todd Bailey, President of EPI Raleigh-Durham, the event is built around the concept that 'good exit planning is good business strategy.' He emphasized that the forum provides an opportunity for exit planning professionals to hear directly from owners in the community and learn how to help owners accelerate business value and reduce risk.
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 leadership transitions. Exit planning professionals, including financial advisors and business consultants, will hear unfiltered perspectives from North Carolina business owners. The event is exclusive to EPI chapter members and their business owner guests.
The forum underscores the importance of proactive exit planning, which is often overlooked by business owners who are focused on day-to-day operations. By addressing exit readiness early, owners can maximize the value of their businesses and ensure smoother transitions, whether they plan to sell, pass the business to family, or pursue other exit routes. For advisors, the event offers a chance to better understand the challenges and priorities of local business owners, enabling them to tailor their services to meet those needs.
The Exit Planning Institute, formed in 2005, provides educational resources and tools for professional business advisors. Its Certified Exit Planning Advisor (CEPA®) credential is the most widely endorsed exit planning program globally, equipping advisors with the content and training needed to become trusted partners to business owners. The Raleigh-Durham Owners Forum is a key initiative to foster collaboration between advisors and owners in the region, ultimately contributing to the economic resilience of the local business community.
For more information about the event and the chapter, visit the EPI website at exit-planning-institute.org.
