The Hockey Stick Principles


The Hockey Stick Principles

Bobby believes that too many startup founders pivot too early, quit too early, and expect rapid takeoff. Through his experience of starting and selling First Research (a leader in sales intelligence) to Fortune 500 firm, Dun & Bradstreet, he’s learned first-hand the challenges and solutions at each stage of entrepreneurial growth which has led to his 2016 book, The Hockey Stick Principles.


Learning Objectives:

  • Learn about the 3 keys to becoming a Value-Added Advisor
  • Strategic questions to ask to grow your company
  • How to research an industry to gain market knowledge


About the Presenter:

Learn from industry expert Bobby Martin, co-founder and CEO of Vertical IQ about the hockey stick principle.

Meet the Presenter

This meeting will be held at McCarter and English.

Address: Worldwide Plaza 825 Eighth Ave, New York, NY 10019


The EPI 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

About the Presenter

Bobby Martin

Bobby Martin

Co-founder, CEO, Vertical IQ

Meet Bobby Martin.

Bobby Martin is co-founder and CEO of Vertical IQ, a leading provider of industry research insight for banks, CPAs, consultants, and advisors. Bobby is also an active angel investor in startups and serves as an active board member with several innovative start-ups, including Boardroom Insiders, myLifeSite, Sageworks, Vital Plan, Zynbit, Myxx, Local Eye Site, and etailinsights. He is in the process of starting a new company, a fintech focused on financial advice for consumers. He graduated from Appalachian State University and is an avid tennis player.


Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CEPA Credit

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact EPI.