Join the EPI Southeast Michigan Chapter on November 7th for 2nd annual Business Owner Forum!
During this year’s forum, join us to hear from President of the Exit Planning Institute, Scott Snider, as our featured keynote speaker. Scott will deliver exclusive insights from the latest National State of Owner Readiness report, along with the markets current trajectory. This event will also feature 2 dynamic owner panels moderated by industry experts. Plus, gain inspiration and actionable takeaways from five TED Talk-inspired sessions. Don’t miss this opportunity to foster collaboration and drive meaningful action in your business.
A few items to note:
Business Owners: There have been several considerations made in the planning of this experience to create a comfortable environment for all. To name a few: no name tags will be provided, no filming or photographs other than the presentations, professional advisors are required to attend with an owner.
Professional Advisors: Please note that attendance is limited to those that register with an owner. This is not an opportunity to try and meet new owners. You will be politely asked to leave if you try to solicit new business from attendees.
Learning Objectives:
- Gain insights into the current state of owner readiness and the trajectory of the Exit Planning Institute from Scott Snider, President of EPI.
- Engage in dynamic discussions during two owner panels moderated by industry experts, exploring real-world challenges and innovative solutions in business ownership.
- Extract actionable strategies and inspiration from five TED Talk-inspired sessions, covering a diverse range of topics pertinent to business growth and success.
- Foster collaboration and networking opportunities with fellow business owners and professional advisors to catalyze meaningful action and drive positive change within your business.
About The Presenter:
Hear from industry expert, Scott Snider, President, Exit Planning Institute.
Thank you to our title sponsors, NCF and Edward Jones for their support, making it possible for us to come together and continue educating.
Thank you to our Sponsors
Event Location
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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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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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with 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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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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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
SCOTT SNIDER
President of Exit Planning Institute
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. Scott is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. He launched his first business at the age of 17. At 24, he sold to a strategic buyer (his first “exit”) and joined his father’s, Chris Snider, private exit planning and M&A firm Aspire Management. At the time, the firm was looking to dominate Northeast Ohio’s exit planning space.
With their passion for business strategy and serving owners and advisors alike, Scott and his father Chris purchased the Exit Planning Institute (EPI), introduced the Value Acceleration Methodology, wrote an award-winning book called Walking to Destiny, and effectively increased the business size by 10x.
As an exited business owner himself, Scott’s passion is helping business owners create significant companies while aligning their personal financial plans and helping the owner find and tap their personal purpose. He and his EPI team achieve this through educating professional advisors who surround the business owner during this journey. Creating not only significant companies but significant teams and outcomes.
Outside of business, Scott is active inside of the Northeast Ohio community. He serves on various boards including America SCORES Cleveland and the Entrepreneurship & Innovation Program at St. Edward High School. Scott is a former professional indoor soccer player and team owner in the Major Arena Soccer League (MASL).