BUSINESS OWNER'S FORUM: MINNESOTA OWNER STATE OF READINESS RESULTS & GROWING VALUE IN YOUR BUSINESS
Join the EPI Twin Cities Metro Area Chapter for its annual Owner's Forum on October 5, from 2:00 P.M. - 6:00 P.M. at Midland Hills Country Club, 2001 Fulham St., Roseville, MN 55113.
We welcome all business owners to attend this event that will feature President of the Exit Planning Institute, Scott Snider, who will share the recent survey results of the State of Owner Readiness Survey, conducted for the second time in our market. The first was in 2017, and you'll be surprised to see the comparison of this year's Survey and 2017 project. You may have participated in one or both of these surveys.
"As compared to the 2017 Minnesota State of Owner Readiness Survey there are some drastic changes to the business owner segment. We know owners are more prepared, or at least more aware, than 6 years ago so our efforts to educate business owners have worked. Now how can we focus more on the 40% of owners who have spent little time and attention on their exit. Certainly, our work isn't done, but over the last 6 years it has been wildly impactful." - Scott Snider, President, Exit Planning Institute.
As a business owner, timely and proper exit planning is vital to the success of your exit outcome. Learn what other owners had to say about their future transition readiness by attending this event and hear Scott Snider share local and national exit readiness survey results and how we stack up in our market!
In addition to sharing results of the State of Owner Readiness Survey, we'll hear from keynote speaker, Sean Hutchinson, who will talk about the importance of growing the enterprise value in your business from the viewpoint of a buyer. You won't want to miss this popular event!
Event Agenda:
- 2:00 P.M.: Registration and Networking
- 2:30 P.M.: Opening Remarks & Thank you to our Sponsors
- 2:45 P.M.: EPI Keynote Speaker: Scott Snider - Owner State of Readiness Survey Results
- 3:45 P.M.: Quick Break
- 4:00 P.M.: EPI Keynote Speaker: Sean Hutchinson presenting Value Acceleration Revealed: How Value Growth Advisors Do the Work and What Business Owners, and You, Should Expect
- 5:15 P.M.: Networking & Happy Hour (45 minutes)
Learning Objectives:
- How to identify a business suitable for value acceleration and recognize opportunities in your practice
- What is truly meant by "value acceleration"?
- Help you identify your role in value acceleration and how you can benefit from working with a value growth advisor
- Understand the expected return on investment (ROI) for the business owner through a structured, measured, value acceleration process
- Learn how to introduce value acceleration and transition-readiness to your clients and gain access to marketing resources you can immediately put to use in your practice
About the Presenters:
Hear from industry experts, Scott Snider, President, Exit Planning Institute, and Sean Hutchinson, CEPA, CMAA, Partner, RFN Global.
Thank you to our Sponsors
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Event Details
Who Should Attend?
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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 PRESENTERS
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).
Sean Hutchinson is a partner in the international value growth consulting firm Ready for Next, which was founded to help owners in the USA and Canada increase the enterprise value of their businesses, achieve transition-readiness, and ultimately harvest that value to fund their “third act.”
RFN’s Value Accelerator is a process-driven, structured approach to increasing earnings, reducing risk and positioning the business as best-in-class. RFN’s clients are privately held middle-market business owners in a broad spectrum of industries. Ready for Next’s success is powered by one of the best qualified and most seasoned teams of advisors in the profession, all of whom are former business owners or C-level executives.
Sean has been a Certified Exit Planning Advisor (CEPA) since November 2008 (one of the first 100 to be certified), a CEPA course faculty member since 2014, has been honored by the Exit Planning Institute as Exit Planner of the Year & Leader of the Year, and was inducted into EPI’s CEPA Hall of Fame in 2024. He is recognized as one of the profession’s top thought leaders.
He is also a 3rd generation heir to his family’s 67-year-old manufacturing business, a first-hand, very personal, and humbling experience that keeps him grounded in the realities of value growth and ownership transition.
In addition to holding the CEPA credential, Sean is a Certified Merger and Acquisition Advisor (CMAA) and has served on the Boards of five private companies, including 13 years for a 90% ESOP-owned enterprise. He graduated in 1992 with a Master of Arts degree from Miami University of Ohio.