EPI Kansas City Hosts Business Owner Forum for Actionable Exit Planning Insights

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, KS. The event aims to facilitate open conversations between business owners and top exit planning professionals, focusing on real-world challenges and opportunities. Mark Kipp, President of EPI Kansas City, emphasized that the forum is free of product pitches and sales presentations, offering instead actionable advice and real-life discussions on value acceleration and operational growth. The agenda is tailored for entrepreneurs and executives navigating growth, mergers, acquisitions, or planning an eventual exit, along with their advisors.

Attendees from the business owner community will gain actionable insights from experienced advisors and business leaders to enhance long-term business 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 designed to bridge the gap between owners and advisors, fostering a collaborative environment for knowledge sharing.

The event is part of EPI's broader mission to serve professional advisors' educational and resource needs. Founded in 2005, EPI is known for its Certified Exit Planning Advisor (CEPA) credential, the most widely endorsed program of its kind globally. The forum underscores EPI's commitment to providing content, tools, and training that help advisors become trusted partners to business owners. For more details and registration, interested parties can visit the EPI site.