EPI “State of the Institute Address”
2018 Yearend Recap & 2019 Forecast

MONTHLY MEMBER ACCESS WEBINAR SERIES

EPI "State of the Institute Address" 2018 Yearend Recap & 2019 Forecast


Don’t miss the annual Executive Broadcast with EPI Vice President, Scott Snider, as he recaps the wins and areas for improvement from 2018 (from a local, regional, national, and global scale), dissects winning formulas from CEPAs across the world, and shares EPI’s strategic direction for 2019.

As a company committed to bringing you the best industry content, ongoing practice support, and owner education opportunities, don’t miss this chance to connect with Scott Snider live and keep the updates, pose your questions, and be in the know to kick off 2019!
Exit Planning Institute is the authority in exit planning and value acceleration and Certified Exit Planning Advisors are leading the industry and changing outcomes.

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About Monthly Member Access Series:

Exit Planning Institute is the authority in exit planning and value acceleration and Certified Exit Planning Advisors are leading the industry and changing outcomes. The Monthly Member Access series is your opportunity each month to connect with the EPI Global pulse.

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 The Certified Exit Planning Advisor is the most regarded exit planning credential in the marketplace today, endorsed and accepted by more than 20 major organizations. The CEPA 5-day credentialing program is offered five times a year in locations across the country. Advisors who earn the CEPA designation have the ability to holistically serve business owners’ needs regardless of the timing of their exit.  CEPAs lead teams, enable educated decisions and create positive change for their clients. They transform into the Advisor of the Future. Reinvent yourself with exit planning.

About the Presenter


Scott Snider

Scott Snider

EPI Vice President

Meet 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.

Reinvent yourself with exit planning.