Cleveland-chapter

Launch Event: Exit Planning is Not What You Think

CINCINNATI CHAPTER EVENT

Launch Event: Exit Planning is Not What You Think


We are pleased to announce the launch of the Greater Cincinnati Chapter of the Exit Planning Institute! Our first event will be on September 28th, from 7:30 – 9:30 a.m. at the Towers of Kenwood, 8044 Montgomery Road, Cincinnati, Ohio 45236.

Our commitment is to form a chapter of business professionals who are thought leaders on business succession planning, capable of serving business owners in Cincinnati 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 2022 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.

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

 

Meet the Presenter:

Learn from leading expert Christopher M. Snider, CEPA, CEO of the Exit Planning Institute.

Meet the Presenter

 

Thank you to our Sponsors!

 

 

This event will be held at The Kenwood Towers.

Address: 8044 Montgomery Road, Cincinnati, OH 45236.

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Central Ohio Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPICincinnati.com

About the Presenter


Christopher M. Snider, CEPA, CEO

Christopher M. Snider, CEPA, CEO

CEO of the Exit Planning Institute

Meet Christopher M. Snider

Christopher M. Snider, CEPA, CEO of the Exit Planning Institute, is the award-winning author of Walking to Destiny: 11 Actions an Owner Must Take to Rapidly Grow Value & Unlock Wealth, a business strategy book about the Value Acceleration Methodology™ written for business owners and the advisors who serve them. Snider is a professional keynote speaker and content provider to the middle market business community, trade & industry associations, and professional education organizations. Walking to Destiny is a five-star rated book that truly empowers owners with the knowledge and path to effectively positioning their business and themselves for exit options down the road, sure, but perhaps more importantly, rapid business growth today.

Early in Mr. Snider’s career, he acted 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. A game-changing milestone in his career came when he began working with a middle market family owned business which he helped grow from $90 million to $265 million in three years resulting in the sale to a large multi-national strategic buyer. For his written work and his contributions to the industry, Snider has been awarded recent honors that include 2016 NACVA Industry Titan Architect and 2016 AM&AA Thought Leader of the Year.

In addition to being an award-winning author and sought-after keynote speaker, Snider is the Managing Partner of Snider Premier Growth, the CEO/President of Exit Planning Institute, the Founder of ThinkTank Publishing House, and the author of SniderValueIndex.com. Chris is a family business owner with his son, Scott Snider.