Amid a global pandemic, businesses and teams are looking for ways to re-calibrate and catapult forward. One of these ways has been leaning into leadership. During changing and uncertain times, a team's leadership may be the way they stay afloat and weather the storm of adversity.… read more
Learn how other CEPAs, including our President & CEO Chris Snider, position their practices for increased lead capture, new client onboarding, and client delivery efficiency. Scott Snider stated in his recent article, “As the need for exit planning becomes more prevalent to business owners, the need for high caliber advisors rises as well. Over the past… 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
