EXIT PLANNING IS NOT WHAT YOU THINK: CHAPTER LAUNCH EVENT
We are pleased to announce the launch of the New Jersey Chapter of the Exit Planning Institute! Our first event will be on October 11, 2023 at 5:30 P.M. - 7:30 P.M. at Shackamaxon Country Club.
Our commitment is to form a chapter of business professionals who are thought leaders on business succession planning, capable of serving business owners in the New Jersey region 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.
- 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 Snider, CEO of Exit Planning Institute.
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.
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.
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 2016 NACVA Industry Titan Architect and 2016 AM&AA Thought Leader of the Year.
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.