Join Chris Snider, CEO of the Exit Planning Institute, as he discusses the current landscape of the exit planning market at our upcoming event. Chris will provide insights into M&A considerations and share valuable research that will have a positive impact on your practice. As Certified Exit Planning Advisors (CEPAs) and professionals closely aligned with business owners, it is crucial to grasp an owner’s readiness to exit their business. Explore the motivations driving business owners to exit and discover how you, as their advisor, can become their most trusted ally throughout the exit planning process.
Learning Objectives:
- Gain insights into the current state of the exit planning market.
- Explore key considerations in the realm of mergers and acquisitions relevant to exit planning.
- Learn how to apply valuable research findings to positively impact and enhance your practice.
- Understand the diverse motivations that drive business owners to exit their enterprises, enabling you to better anticipate and address their unique needs.
- Discover strategies and insights on how to position yourself as a trusted advisor for business owners during their exit planning process, fostering a strong and supportive client-advisor relationship.
About the Presenter:
Hear from industry expert, Christopher M. Snider, CEO of Exit Planning Institute.
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Event Details
Who Should Attend?
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Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
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CPAs/Accountants
Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.
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Wealth Managers
You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.
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Financial Advisors
One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.
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Valuation Analysts
Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.
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Investment Bankers
Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.
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Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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Strategic Consultants
One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.
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Mergers & Acquisition Advisors
Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.
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Commercial Lenders
One of the best relationships a business owner makes is with their banker. How can you help your corporate clients think about the future and ensure financial continuity? Answer: exit planning.
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Family Business Advisors
More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.
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Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
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Private Business Owners
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Members of Family Business Boards
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Professional Advisors
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Business Consultants
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Other Business Professionals
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Business Owners
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Business Owners & Their Trusted Advisors
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
ABOUT THE PRESENTER
Christopher M. Snider is a Certified Exit Planning Advisor (CEPA) and the CEO of the Exit Planning Institute, which he owns with his son Scott Snider. Chris is an award-winning author, professional keynote speaker, and content provider. His first edition of Walking to Destiny: 11 Actions an Owner Must Take to Rapidly Grow Value & Unlock Wealth in 2016 is a five-star rated book that has empowered owners with the path to effectively position their business for exit options down the road and rapid business growth today. In 2023, Snider released the highly anticipated second edition of Walking to Destiny. Expanding on the growth of exit planning through the Value Acceleration Methodology over the seven years since the initial release.
Snider and his son Scott bought the Exit Planning Institute in 2012. As one of the EPI's first 100 CEPAs, he became aware of a void in the profession - business owners did not have a team that came together around one framework and process for holistic planning. This led to Snider's creation of the Value Acceleration Methodology, an award-winning and proved process and framework that profoundly changed the exit planning industry. Many entrepreneurs and business leaders across the world run their companies utilizing the VAM process in part or whole, while thousands of advisors have become certified within it as Certified Exit Planning Advisors.
Early in Snider's career, he served as a system integrator, supply chain manager, and mergers and acquisitions specialist for public companies such as The Sherwin Williams Company, Price Waterhouse, FedEx Logistics, Nike, Dell Computer, Hewlett Packard, Freightliner, and many others. He hit a game-changing milestone when he helped a middle-market family-owned business grow 300% in revenue in under three years, resulting in a sale to a large multi-national strategic buyer.
For his written work and contributions to the industry, Snider has been awarded honors, including the International Titan Awards, 2016 NACVA Industry Titan Architect and 2016 AM&AA Thought Leader of the Year. Snider was named 2023 Platinum Winners of the international Titan Business Awards for Entrepreneurship in Professional Services for his efforts to grow the profession through EPI, exit planning has become an established career that helps business owners position their business and themselves for exit options—driving rapid business growth across the nation.
