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
The original version of Fishing for Value: The Case Study, authored by Scott Snider with Nancy McCarthy, debuted at the 2018 Exit Planning Summit in Nashville, TN. Download the fictional case study eBook that was written with hundreds of real-life owner experiences in mind. Written by Scott Snider, lifetime entrepreneur and exited owner, with… read more
Quarter four tends to be a very exciting, pressure-filled time for entrepreneurial advisors. You are pushing to hit and exceed goals while juggling personal commitments and client schedules (…and celebrations that feel like they fill up every remaining free moment). On top of that, whether intentionally or not, you drift into a higher state of… read more
“Complex goals are often best achieved when you are not trying to achieve them directly.” That’s the advice from John Kay, a leading economist and Visiting Professor of Economics at the London School of Economics, a Fellow of St John’s College, Oxford. And it’s very good advice when it comes to exit strategies. Right now, your… read more
The host, Ryan Tansom, invited CEPA Faculty and industry leader, Bobby Kingsbury, to discuss the topic “Valuing a Business: The Buyer’s Perspective,” and how he screens a potential investment. There are a lot of misconceptions out there about bringing Private Equity (and some nightmare stories, too), and in this episode, Kingsbury breaks down how to recognize… read more
Our Exit Planning Philosophy Exit planning is business strategy. Official ‘Exit Planning’ Definition: Exit planning combines the plan, concept, effort, and process into a clear, simple strategy to build a business that is transferable through strong human, structural, customer, and social capital. The future of the business owner, his/her family, and the business itself are addressed… read more
