Raleigh-Durham Owners Forum to Spotlight Business Value and Exit Planning

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. This half-day event is designed to bring together business owners and exit planning professionals to explore how strategic growth and value creation are intertwined.

According to Todd Bailey, President of EPI Raleigh-Durham, the event is built around the principle that 'good exit planning is good business strategy.' The forum will feature presentations from experts on exit planning topics, panels with local business owners, and an interactive case study. It aims to provide attendees with practical steps to improve business value and prepare for eventual leadership transitions.

For business owners, the forum offers a chance to understand how growth strategy and value creation work together. They will leave with actionable insights to enhance their company's value and reduce risk. For exit planning professionals—including financial advisors, business consultants, and others—the event provides an opportunity to hear unfiltered perspectives from local North Carolina business owners, offering valuable insights into the challenges and priorities of business owners in the region.

The forum is exclusive to EPI chapter members and their business owner guests. This exclusivity ensures a focused environment where meaningful connections can be made between advisors and owners.

The Exit Planning Institute, founded in 2005, serves as an educational and resource hub for professional business advisors. Its Certified Exit Planning Advisor (CEPA) credential program is recognized worldwide, equipping advisors with the necessary content, tools, and training to become trusted advisors to business owners.

The Raleigh-Durham Owners Forum is a key initiative to foster collaboration and knowledge sharing among local business advisors and owners. By focusing on the intersection of growth and exit planning, the event aims to help businesses become more valuable and transferable, ultimately benefiting the regional economy.

For more information about the event and the EPI Raleigh-Durham chapter, visit the EPI website.