Exciting New Chapter for Exit Planning Institute Launch in Kansas City

Exciting New Chapter for Exit Planning in Kansas City

Kansas City is buzzing with new opportunities for business advisers! The Exit Planning Institute has just established a chapter in our city, offering a fantastic chance to earn the Certified Exit Planning Advisor credential through a collaboration with Prime Capital Financial. This is a pivotal moment for financial professionals who are looking to enhance their skills and knowledge in a specialized area of business exit strategies.

Mark Your Calendars!

The Kansas City chapter is kicking off with its very first event, set to take place at 7:30 a.m. on November 6 at the Sheraton Overland Park Convention Center. It’s a free event, so you won’t want to miss out!

The keynote speaker for the morning will be none other than Christopher Snider, the CEO of the Exit Planning Institute. He’ll be sharing insights and knowledge that can benefit anyone involved in business advisory services. Whether you’re a financial professional, an attorney, or a business broker, there’s something for everyone at this inaugural gathering.

The Importance of Exit Planning

The Exit Planning Institute was founded back in 2005 and has launched its certification program in 2007. Since then, they’ve successfully trained over 5,000 active Certified Exit Planning Advisors! This credential is immensely valuable for anyone involved in assisting business owners prepare for a smooth transition, whether selling, merging, or passing down a family business.

As the Kansas City chapter gets underway, it is led by Mark Kipp from Prime Capital. He emphasizes the vibrant nature of our city’s business community, stating, “Kansas City has a vibrant business community that deserves knowledgeable and comprehensive exit planning services as business owners prepare for the next phase of their professional and personal lives.” It’s exciting to know that this initiative aims to provide business owners with the resources they need.

The Need for Proactive Exit Planning

It’s a common scenario: business owners often put off planning their exit until the very last minute, which can drastically affect their business’s value. Jeff Lahr, the Kansas City market president for Prime Capital, highlights this issue, saying, “Our chapter is committed to helping owners address these challenges early, so they can maximize the value of their business and ensure a smooth exit.”

By promoting proactive planning techniques, business owners and advisers will gain the tools to succeed in their exit strategies. The key focus here is to equip business owners with valuable knowledge that can help them prepare for significant transitions in their professional lives.

A Collaborative Future

The Kansas City chapter aims to foster collaboration among a myriad of professionals, including M&A attorneys, CPAs, and valuation professionals. This diverse mix of backgrounds will certainly create a rich learning environment for everyone involved. The board members include representatives from KPMG, Intrust Bank, Spencer Fane, and Apex Business Advisors, ensuring that the chapter is backed by reputable industry experts.

As we venture into this new chapter of exit planning expertise in Kansas City, there’s a sense of excitement about the potential impact on local businesses. Knowing that skilled advisers will be available to assist in preparation for transitions instills confidence in business owners as they plan for their futures.

Looking Ahead

So, whether you’re a seasoned business advisor or someone just starting in the field, make sure to attend the inaugural event on November 6. It’s a fantastic opportunity to expand your knowledge, network with other professionals, and learn from industry leaders. The Kansas City chapter of the Exit Planning Institute promises to be a valuable resource for our community in navigating the complexities of business transitions.

In the coming months and years, Kansas City can expect to see more professionals stepping into the critical role of facilitating successful business exits, all thanks to this new chapter in exit planning. Make sure you’re a part of it!