Exit Planning Institute to Host Annual Michigan Business Owner Forum

What Happened

The Exit Planning Institute Southeast Michigan Chapter is holding its fourth annual Business Owner Forum on November 5. The morning session runs from 8:00 a.m. to 12:00 p.m. at the Orchard Lake Country Club.

The event provides a platform for entrepreneurs to learn strategies for increasing company value and improving transferability. The agenda features peer-led panel discussions, short-form presentations, and a case study interview with an owner who has successfully navigated an exit.

Advisors, including business consultants and financial planners, are invited to attend to network and discuss professional exit strategies. The goal is to foster collaboration between owners and the professionals who assist with transition planning.

The Core Points

Event date: November 5, 8:00 a.m. to 12:00 p.m.
Location: Orchard Lake Country Club, West Bloomfield, MI
Focus on increasing business value and transferability
Sessions include peer panels and real-world exit case studies
Networking opportunities for business owners and professional advisors

Context in 60 Seconds

Business transition planning remains a critical focus for small and medium-sized enterprises as a significant portion of the baby boomer generation reaches retirement age. Owners are increasingly seeking structured advice to ensure their companies remain sustainable and profitable during ownership changes.

Professional networks like the Exit Planning Institute serve as hubs for this education, bridging the gap between technical financial expertise and the practical operational challenges owners face when preparing for a sale or succession.

Bottom Line

The forum offers business owners and advisors a practical environment to share strategies for successful company transitions and long-term value creation.

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