Exit Planning Institute Raliegh Chapter hosts annual Raleigh-Durham Owners Forum to connect business leaders and exit planning advisors

This business owner-focused event built around the idea that "good exit planning is good business strategy"

    RALEIGH, NC, August 19, 2026 -- Exit Planning Institute® (EPI) Raleigh-Durham Chapter will host its Raleigh-Durham Annual Owners Forum on September 16 from 8:00 a.m. – 11:30 a.m. The event will take place at Doubletree Hotel, located at 4810 Page Creek Lane, Durham (RTP), NC 27703.

The annual Owners Forum is a half-day event that focuses on business owners, highlighting how to grow a stronger, more valuable, and more transferable business. The event includes presentations from experts on exit planning topics, panels with local business owners and an interactive case study.

"We built this event around the simple idea that 'good exit planning is good business strategy,'" said Todd Bailey, President of EPI Raliegh-Durham. "This is an opportunity for local exit planning professionals to hear firsthand from owners in our community and learn more about how we can help owners accelerate business value and reduce risk."

Business owner attendees will gain an understanding how growth strategy and value creation work together and will develop practical next steps for improving business value and preparing for eventual leadership transition. Exit planning professionals, including financial advisors, business consultants and more, will hear unfiltered perspectives from local North Carolina business owners. This event is exclusive to chapter members and their business owner guests.

Learn more about EPI Raliegh and the Business Owners Forum on the EPI site.

About The Exit Planning Institute
Exit Planning Institute (EPI) was formed in 2005 to serve professional business advisors' educational and resource needs. Its Certified Exit Planning Advisor (CEPA®) credential program is the most widely endorsed professional exit planning program in the world, providing advisors with the content, tools, and training needed to engage business owners and become their most valued advisors. For more information, visit exit-planning-institute.org.

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Talia Dunyak
Lowe Group
Milwaukee, WI
United States
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