Greater Boston Chapter Launch Event

 PRESENTING “EXIT PLANNING IS NOT WHAT YOU THINK”

Attend the Greater Boston Chapter Launch!


Exit planning is the fastest growing marketplace within the financial and professional services industry, with the exit of millions of Baby Boomer business owners on the horizon totaling more than $10 trillion dollars in transferable wealth. This is your “$10 Trillion Dollar Opportunity!”

That said, the business community is changing, and like it or not, the need for a new kind of advisor has become undeniable. You can no longer view your relationships with your clients and prospects as transactional. You must become more than your deliverable, more than “a guy with the right answers.”  In 2018 and beyond, you must do more than assess value. You must provide value. In this session, you will learn how to help to change the outcome for business owners by identifying, protecting, building, harvesting, & managing business wealth.

Learning Objectives:

  • Review social and economic market dynamics in play
  • Discuss challenges and opportunities and how to overcome them
  • Introduce you to the Value Acceleration Methodology™
  • Define the Exit Planning Ecosystem
  • Introduce the various roles an advisor can play inside the Exit Planning Ecosystem
  • Define the role of the “Advisor of the Future” inside the Exit Planning Ecosystem

 

Meet the Chapter Leadership!

EPI Global is pleased to introduce the new Greater Boston Chapter Presidents: Clare Kiesel, CEPA and Alexis Bishop, CEPA.

 

This Event is Free! Thank you to our sponsors:

This meeting will be held at UBS Financial Services, Inc.

Address: 1 Post Office Square, 34th Floor, Boston, MA 02109

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Northeast Wisconsin Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIBoston.org.

About the Presenter


Chris Snider

Chris Snider

CEO, Exit Planning Institute

Contact Chris

Meet Christopher M. Snider, CEPA, CEO of the Exit Planning Institute, is the award-winning author of Walking to Destiny: 11 Actions an Owner Must Take to Rapidly Grow Value & Unlock Wealth, a business strategy book about the Value Acceleration Methodology™ written for business owners and the advisors who serve them. Snider is a professional keynote speaker and content provider to the middle market business community, trade & industry associations, and professional education organizations. Walking to Destiny is a five-star rated book that truly empowers owners with the knowledge and path to effectively positioning their business and themselves for exit options down the road, sure, but perhaps more importantly, rapid business growth today.

Early in Mr. Snider’s career, he acted as a system integrator, supply chain manager, and mergers and acquisitions specialist for public companies such as The Sherwin Williams Company, Price Waterhouse, FedEx Logistics, Nike, Dell Computer, Hewlett Packard, Freightliner, and many others. A game-changing milestone in his career came when he began working with a middle market family owned business which he helped grow from $90 million to $265 million in three years resulting in the sale to a large multi-national strategic buyer. For his written work and his contributions to the industry, Snider has been awarded recent honors that include 2016 NACVA Industry Titan Architect and 2016 AM&AA Thought Leader of the Year.

In addition to being an award-winning author and sought-after keynote speaker, Snider is the Managing Partner of Snider Premier Growth, the CEO/President of Exit Planning Institute, the Founder of ThinkTank Publishing House, and the author of SniderValueIndex.com. Chris is a family business owner with his son, Scott Snider.

Email Chris | Connect with Chris on LinkedIn


Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® credit (pending approval)

 

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at JKoza@Exit-Planning-Institute.org.