Exit Planning Institute Raleigh-Durham Chapter Hosts Annual Forum for Regional Business Leaders

GTTP

Annual Owners Forum focuses on building business value and transferability.
Event features expert-led presentations, panel discussions, and interactive case studies.
Facilitates meaningful dialogue between local business owners and exit planning professionals.
Provides actionable strategies for risk mitigation and long-term leadership succession.

Impact - Why it Matters

This forum bridges the gap between business owners and advisors, transforming exit planning from a reactive task into a proactive value-creation strategy. By fostering local collaboration, the event empowers regional entrepreneurs to reduce risk and enhance business longevity, ultimately strengthening the economic vitality of the North Carolina business community.

Summary

The Exit Planning Institute (EPI) Raleigh-Durham Chapter is set to host its highly anticipated Annual Owners Forum on September 16, from 8:00 a.m. to 11:30 a.m. Held at the Doubletree Hotel in Durham, this half-day event serves as a premier gathering for local entrepreneurs and professional advisors. Attendees will explore essential strategies for building a stronger, more transferable, and highly valuable business through expert-led presentations and collaborative discussions.

Todd Bailey, President of the EPI Raleigh-Durham Chapter, emphasizes that effective exit planning is synonymous with sound business strategy. The forum provides a unique platform for business owners to engage with industry experts, participate in interactive case studies, and gain actionable insights into risk reduction and value acceleration. By fostering direct dialogue, the event helps owners prepare for future leadership transitions while equipping advisors with the perspectives needed to better serve their clients.

This exclusive networking opportunity is designed for chapter members and their invited business owner guests. Participants will leave with a clearer understanding of how to align growth strategies with long-term financial goals. For those looking to secure the future of their organizations, this forum offers the vital tools and professional connections necessary to navigate the complexities of business succession in the modern market.

Exit Planning Institute Raleigh-Durham Chapter Hosts Annual Forum for Regional Business Leaders

GTTP

Annual Owners Forum focuses on building business value and transferability.
Event features expert-led presentations, panel discussions, and interactive case studies.
Facilitates meaningful dialogue between local business owners and exit planning professionals.
Provides actionable strategies for risk mitigation and long-term leadership succession.