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KANSAS CITY CHAPTER

The Kansas City Chapter of the Exit Planning Institute is a group of local advisors dedicated to changing the outcome for business owners looking to grow, transition, or exit their businesses.

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Chapter Purpose: The purpose of the EPI Kansas City Chapter is to create a forum where the local community of professional advisors can collaborate to address unique needs of the local community; develop educational programs for business owners and professional advisors to build awareness and better prepare an owner for the successful exit of their business; develop, encourage and foster the adoption of best practices for the exit planning profession; and promote the common business interests of those business advisors engaged in the profession of exit planning.

UPCOMING CHAPTER EVENTS

Exit Planning is Not What You Think: Chapter Launch Event
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In Person

Exit Planning is Not What You Think: Chapter Launch Event

November 6, 2024
Deep Dive into VAM Panel
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In Person

Deep Dive into VAM Panel

December 4, 2024
Opening Conversations with Business Owners
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In Person

Opening Conversations with Business Owners

January 8, 2025
Social Event
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In Person

Social Event

February 5, 2025
The Five Conversations That Drive Business Succession Planning with Joe Strazzeri and Shelley Lightfoot
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In Person

The Five Conversations That Drive Business Succession Planning with Joe Strazzeri and Shelley Lightfoot

March 5, 2025
Conversations Applied
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In Person

Conversations Applied

April 2, 2025
Social Event
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In Person

Social Event

May 7, 2025
Put a Pin In It – Meeting Your Clients Where They Are with Sean Hutchinson
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In Person

Put a Pin In It – Meeting Your Clients Where They Are with Sean Hutchinson

June 4, 2025
Investigating Exit Options - Panel Discussion
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In Person

Investigating Exit Options - Panel Discussion

July 2, 2025
Strategic Insights: Year in Review and Chapter Direction with Scott Snider
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In Person

Strategic Insights: Year in Review and Chapter Direction with Scott Snider

August 6, 2025

JOIN CHAPTER EMAIL LIST

EPI provides leading advisors the best content in the exit and succession planning industry. Submit your contact information to receive local chapter communications as well as industry trends, new articles, exclusive whitepapers, market research, and training programs.

LOCAL LEADERSHIP

DOWNLOAD THE BROCHURE

Looking for all the CEPA credential information in one place? Download the brochure.