Exit Planning Institute

THANK YOU! THE BUSINESS OWNER'S ROADMAP

Thank you! The Business Owner's Roadmap

Driving-Value-Box

Click the image to download “The 54 Value Factors” Whitepaper PDF.

Walking_To_Destiny_Graphic (1)

Download an excerpt from Chris Snider’s new book:

Walking To Destiny: 11 Actions An Owner Must Take to Rapidly Grow Value & Unlock Wealth

SOOR_Cover_Thumbnail_170

Are you are owner curious about how you match up against your peers?
Are you an advisor who helps owners grow and exit their business?

Download the State of Owner Readiness Survey and get educated on the needs, successes, and challenges in your market.

FEATURED ARTICLES

Communicating Across Generations: How Young Certified Exit Planning Advisors Can Connect with Business Owners
Communicating Across Generations: How Young Certified Exit Planning Advisors Can Connect with Business Owners
Value Acceleration Methodology

Communicating Across Generations: How Young Certified Exit Planning Advisors Can Connect with Business Owners

Aug 14, 2025 11:00:00 AM
The Importance of the Personal Leg of the Stool with Jerome Myers
The Importance of the Personal Leg of the Stool with Jerome Myers
Value Acceleration Methodology

The Importance of the Personal Leg of the Stool with Jerome Myers

Aug 26, 2025 11:00:00 AM
Circle of Excellence: Profile of Inductee Patrick O'Brien
Circle of Excellence: Profile of Inductee Patrick O'Brien
Value Acceleration Methodology

Circle of Excellence: Profile of Inductee Patrick O'Brien

Aug 25, 2025 11:00:00 AM
Exit Planning vs. Succession Planning: What’s the Difference?
Exit Planning vs. Succession Planning: What’s the Difference?
Value Acceleration Methodology

Exit Planning vs. Succession Planning: What’s the Difference?

Aug 21, 2025 11:00:00 AM
Key Owner Readiness Findings Across Generations
Key Owner Readiness Findings Across Generations
Business Owner

Key Owner Readiness Findings Across Generations

Aug 18, 2025 11:00:00 AM
Communicating Across Generations: How Young Certified Exit Planning Advisors Can Connect with Business Owners
Communicating Across Generations: How Young Certified Exit Planning Advisors Can Connect with Business Owners
Value Acceleration Methodology

Communicating Across Generations: How Young Certified Exit Planning Advisors Can Connect with Business Owners

Aug 14, 2025 11:00:00 AM
The Importance of the Personal Leg of the Stool with Jerome Myers
The Importance of the Personal Leg of the Stool with Jerome Myers
Value Acceleration Methodology

The Importance of the Personal Leg of the Stool with Jerome Myers

Aug 26, 2025 11:00:00 AM
Circle of Excellence: Profile of Inductee Patrick O'Brien
Circle of Excellence: Profile of Inductee Patrick O'Brien
Value Acceleration Methodology

Circle of Excellence: Profile of Inductee Patrick O'Brien

Aug 25, 2025 11:00:00 AM
Exit Planning vs. Succession Planning: What’s the Difference?
Exit Planning vs. Succession Planning: What’s the Difference?
Value Acceleration Methodology

Exit Planning vs. Succession Planning: What’s the Difference?

Aug 21, 2025 11:00:00 AM
Key Owner Readiness Findings Across Generations
Key Owner Readiness Findings Across Generations
Business Owner

Key Owner Readiness Findings Across Generations

Aug 18, 2025 11:00:00 AM
Communicating Across Generations: How Young Certified Exit Planning Advisors Can Connect with Business Owners
Communicating Across Generations: How Young Certified Exit Planning Advisors Can Connect with Business Owners
Value Acceleration Methodology

Communicating Across Generations: How Young Certified Exit Planning Advisors Can Connect with Business Owners

Aug 14, 2025 11:00:00 AM
The Importance of the Personal Leg of the Stool with Jerome Myers
The Importance of the Personal Leg of the Stool with Jerome Myers
Value Acceleration Methodology

The Importance of the Personal Leg of the Stool with Jerome Myers

Aug 26, 2025 11:00:00 AM
Circle of Excellence: Profile of Inductee Patrick O'Brien
Circle of Excellence: Profile of Inductee Patrick O'Brien
Value Acceleration Methodology

Circle of Excellence: Profile of Inductee Patrick O'Brien

Aug 25, 2025 11:00:00 AM
Exit Planning vs. Succession Planning: What’s the Difference?
Exit Planning vs. Succession Planning: What’s the Difference?
Value Acceleration Methodology

Exit Planning vs. Succession Planning: What’s the Difference?

Aug 21, 2025 11:00:00 AM
Key Owner Readiness Findings Across Generations
Key Owner Readiness Findings Across Generations
Business Owner

Key Owner Readiness Findings Across Generations

Aug 18, 2025 11:00:00 AM
Communicating Across Generations: How Young Certified Exit Planning Advisors Can Connect with Business Owners
Communicating Across Generations: How Young Certified Exit Planning Advisors Can Connect with Business Owners
Value Acceleration Methodology

Communicating Across Generations: How Young Certified Exit Planning Advisors Can Connect with Business Owners

Aug 14, 2025 11:00:00 AM
The Importance of the Personal Leg of the Stool with Jerome Myers
The Importance of the Personal Leg of the Stool with Jerome Myers
Value Acceleration Methodology

The Importance of the Personal Leg of the Stool with Jerome Myers

Aug 26, 2025 11:00:00 AM
View All Blog Articles

Subscribe to our newsletter