EPI Raleigh-Durham Hosts Annual Owners Forum to Boost Business Value

The Exit Planning Institute® (EPI) Raleigh-Durham Chapter is set to host its Annual Owners Forum on September 16, 2026, from 8:00 a.m. to 11:30 a.m. at the Doubletree Hotel in Durham, North Carolina. This half-day event is designed for business owners and exit planning professionals, focusing on strategies to build stronger, more valuable, and more transferable businesses. Attendees will benefit from expert presentations, panels featuring local business owners, and an interactive case study that brings real-world scenarios to the forefront.

Todd Bailey, President of EPI Raleigh-Durham, emphasized the core philosophy of the event: "good exit planning is good business strategy." He highlighted the opportunity for local professionals to hear firsthand from owners in the community and learn how to help them accelerate business value and reduce risk. For business owners, the forum will provide insights into how growth strategy and value creation work hand-in-hand, offering practical steps to improve business value and prepare for eventual leadership transitions. For advisors—including financial planners, business consultants, and other professionals—the event offers unfiltered perspectives from North Carolina business owners, making it a unique learning experience.

The forum is exclusively available to EPI chapter members and their business owner guests. To learn more about the event and the chapter, visit the EPI site. The Exit Planning Institute, founded in 2005, is renowned for its Certified Exit Planning Advisor (CEPA®) credential program, which is the most widely endorsed professional exit planning program globally. The institute provides advisors with the content, tools, and training needed to become trusted advisors to business owners. For more information, visit exit-planning-institute.org.