The SCI 2019 Gathering: Spreading Awareness Through Education

Spreading Exit Planning Awareness: 2019 The Gathering in Southern California

On Friday, February 22, Christopher and Scott Snider combined forces to deliver an interactive keynote speech at the fifteenth Gathering, hosted by the Southern California Institute. Their speech was a deep-dive into Snider’s recently released ebook, Fishing for Value: A Short Story about Succession Planning, Business Growth, and Exit, which complemented the conference’s theme of… read more

Welcome PMI Advisors to the EPI Partner Network

We are pleased to announce the newest addition to the EPI Alliance Partner Network: PMI Advisors¬†(PMI), a firm working alongside wealth advisors, investment bankers, accounting firms, legal firms, and others to educate owners about the upcoming business sale steps and assist in operational improvements along the way, which can be quite daunting for those who… read more

Accountant versus Spouse

Valentine’s day is coming this week and it got us thinking… The accountant consistently outranks the spouse as the most trusted advisor for business owners (across multiple markets). Looks like when it comes to business advice, romance is dead ūüôā When asked, “who is your most trusted advisor?” surveyed business owners ranked the Accountant number… read more