How to Start the Conversation Using the
State of Owner Readiness™ Research

EPI BUSINESS DEVELOPMENT WEBINAR SERIES

How to Start the Conversation Using the State of Owner Readiness™ Research


We all know the stats.  Only two out of ten businesses actually sell.  Of the few businesses that do manage to transfer, 75% of owners “profoundly regret” selling within one-year post-transition.  The EPI State of Owner Readiness research has been conducted both nationally and regionally, all data points to a woefully unprepared business owner marketplace with exit on the horizon.

It isn’t worth much to know the what the data says.  What is valuable is to know what to do with it to better the future of your clients and your own firm.  Learn how to use the results and reports from EPI’s State of Owner Readiness research to start the conversation with business owners and trigger owner action.

Join the monthly EPI Business Development webinar series, hosted by growth specialist Scott Snider and marketing strategist Brooke Norman, to learn how to connect with owners, create vertical messaging in your marketing efforts, capture attention from PR & media, and win more exit planning business.

 

LEARNING OBJECTIVES:

  • Cite statistics from the State of Owner Readiness Survey™
  • Develop an integrated owner engagement strategy
  • Identify differentiation between generational messaging (Boomer vs Millennial, etc.)
  • Calculate the existing opportunity within your advisory firm

 

About the Instructor:

Scott Snider, EPI Vice President, skilled growth specialist, nationally recognized industry leader, and lifetime entrepreneur.  Two of Snider’s biggest talents: market penetration and rapid growth strategies.  In fact, Snider launched his first business at the age of 17, which he grew exponentially, winning accounts away from larger competitive companies, and establishing notoriety in his local marketplace.  At 24, he sold to a strategic buyer (his first “exit”) and joined forces with Chris Snider’s private exit planning and M&A firm, Aspire Management, who was looking to dominate Northeast Ohio’s exit planning space.  Within one year, Scott took Aspire from an unknown startup to one of the most influential boutique advisory firms in Cleveland, citing over 13 publication pickups, a full client book, and a COI network that included every specialty from across the exit planning ecosystem.  His strategy was integrated, calculated, and educational, prompting high interest and leading prospects to the next crumb in the trail.  With their passion for business strategy and serving owners and advisors alike, Snider and Snider purchased the Exit Planning Institute (EPI), introduced the Value Acceleration Methodology, wrote an award-winning book, and effectively increased the business size by 10x.  Scott Snider knows how to educate clients, achieve market distinction, and deliver real results.

Connect with the Presenter: Exit Planning Institute: 14701 Detroit, Suite 430, Lakewood OH 44107  |  Website: www.Exit-Planning-Institute.org  |  Email: SSnider@Exit-Planning-Institute.org   |  Phone: (216) 712-4244  | LinkedIn: Connect with Scott

SHARPEN YOUR MARKETING & GROWTH STRATEGY

You can help owners create strategies that will reduce risk, build value, and harvest wealth. Your credential is listed on your business card and you are ready for the floodgates to open…now what? As much as we’d like to simply learn new skills and have a line of clients waiting to pay us for our expertise, it is unlikely that demand will build itself. Exit planning is personal, transformational, and unique. And it will take new business development skills and effort to fill your sales funnel and put your practice in a position of abundance versus scarcity. We can help. Visit www.HowtoSellExit.com for advanced workshops for advisors.

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