EPI New Jersey chapter plans second annual Business Owners Forum

By AI, Created 5:01 PM UTC, May 18, 2026, /AGP/ – Exit Planning Institute’s New Jersey chapter will host its second annual Business Owners Forum on June 10 in Scotch Plains, bringing together business owners and advisors for candid discussions on growth, valuation, succession and exit readiness. The event aims to give owners practical ideas for maximizing business value and preparing for a transition or sale.

Why it matters: - The forum is built for New Jersey business owners who want practical guidance on growing value and preparing for a transition, succession or exit. - Advisors, including financial professionals and business consultants, will hear firsthand what local owners are facing now. - The event is designed to surface real-world lessons that can shape planning decisions immediately.

What happened: - Exit Planning Institute New Jersey Chapter will host the second annual Business Owners Forum on Wednesday, June 10, from 4:30 p.m. to 7:30 p.m. - The event will take place at Shackamaxon Country Club, 100 Tillinghast Turn, Scotch Plains, New Jersey. - The forum is positioned as an owner-focused gathering for candid discussions on growth, valuation, succession and exit readiness.

The details: - EPI New Jersey says the forum is intended to give actionable advice and practical takeaways to advisors who want to maximize the value of a business. - Business owner attendees will hear more about growth strategies and options to consider when planning a business transition. - Exit planning professionals are expected to hear unfiltered perspectives from New Jersey-area business owners. - EPI New Jersey president Gerry Spitzer said the event is meant to create confidential conversations between exit planning professionals and owners at different stages of planning. - Spitzer said the forum will feature insights from owners who have been through a transition, exited or are preparing for one. - The event page is available here.

Between the lines: - The forum reflects growing interest among owners in treating exit planning as a long-term value-building exercise, not just a last-step sale process. - By putting owners and advisors in the same room, EPI New Jersey is trying to narrow the gap between theory and the decisions owners actually face.

What’s next: - Registration is open through the event listing. - EPI New Jersey is expected to use the forum to deepen its role as a resource for owners and advisors preparing for succession or exit. - The chapter may also use the event to reinforce awareness of its broader exit-planning education network.

The bottom line: - For New Jersey owners weighing growth against a future transition, the forum is pitched as a direct, practical checkpoint for what to do next.