We are pleased to announce the launch of the Austin Chapter of the Exit Planning Institute! Our first event will be on May 10, 2023 at 4:30 P.M. – 7:00 P.M. CST at The University of Texas Club, DKR Texas Memorial Stadium.
Our commitment is to form a chapter of business professionals who are thought leaders on business succession planning, capable of serving business owners in Austin and surrounding areas.
Exit planning is the fastest growing marketplace within the financial and professional services industry, with the exit of millions of Baby Boomer business owners on the horizon totaling more than $10 trillion dollars in transferable wealth. This is your “$10 Trillion Dollar Opportunity!”
That said, the business community is changing and like it or not, the need for a new kind of advisor has become undeniable. You can no longer view your relationships with your clients and prospects as transactional. You must become more than your deliverable. In 2023 and beyond, you must do more than assess value. You must provide value. In this session, you will learn how to help change the outcome for business owners by identifying, protecting, building, harvesting & managing business wealth.
There will be an open bar and hors d'oeuvre's at this event.
Learning Objectives:
- Review social and economic market dynamics in play
- Discuss challenges & opportunities and how to overcome them
- Introduce you to the Value Acceleration Methodology™
- Define the Exit Planning Ecosystem
- Introduce the various roles an advisor can play inside the Exit Planning Ecosystem
- Define the role of the “Advisor of the Future” inside the Exit Planning Ecosystem
About the Presenter:
Learn from leading expert Christopher M. Snider, CEPA, CEO of the Exit Planning Institute.
Event Details
Who Should Attend?
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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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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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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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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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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
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
Meet Christopher M. Snider
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.
Snider lives in Cleveland, Ohio, with his wife, Denice, and has two adult children, Scott and Ashley. He enjoys boating, golfing, hiking, and the outdoors.