Join Us for The 3rd Annual Business Owner Forum Presented by the Exit Planning Institute
Orchard Lake Country Club, Orchard Lake, MI
What started in 2023 as an experiment of bringing together business owners in a confidential, no-pressure environment has grown into an annual gathering of business owners and their professional advisers seeking to navigate the terrain of building, scaling, and eventually exiting their companies.
We’re thrilled to announce the 3rd Annual Business Owner Forum, happening Thursday, November 13, 2025, from 8:00 AM – 12:00 PM at the beautiful Orchard Lake Country Club in Southeast Michigan.
We believe this year will be the best event yet!
What to Expect in 2025
Keynote - a market update from Sean Bunner of Edward Jones (the event’s title sponsor), where he is Senior Director of Business Owner M&A Advisory.
The 5x5x5 – back by popular demand. Five professionals, five minutes each, each sharing one practical idea you can put to use right away. Here are some topics you’re likely to hear in this popular panel:
Multiplier of Your Business Value
Owner Dependence
Pitfalls Every Business Owner Should Avoid When Selling Their Business
Family Succession Planning
Incorporating AI into your growth & value plan
Two Fireside Chats - Featuring Exited Business Owners, one of which will have the new private equity majority owner along for the discussion
Orchard Lake Country Club, Orchard Lake, MI
And as always, no nametags and zero pressure. We intentionally keep the event nametag-free so that every business owner can listen, learn, and ask questions anonymously. It’s about the ideas, not the egos.
Why Attend?
If you own and operate a business, you know how lonely this journey can be. Few people truly understand the weight you carry: the decisions, the risks, the personal sacrifices. The Business Owner Forum is designed to give you:
A confidential space to hear from peers who’ve been in your shoes.
Practical tools and perspectives you can take back to your business immediately.
A rare chance to think about the big picture of your company without distraction.
We invite you to register now for this half-day event. Whether you’re thinking about growth, succession, or simply finding a healthier balance, the Business Owner Forum will help you navigate the road ahead.

