Exit Planning is Not What You Think

PALM BEACH CHAPTER EVENT

Exit Planning is Not What You Think


We are pleased to announce the launch of the Palm Beach Chapter of the Exit Planning Institute! Our first event will be on October 13, 2022 at 4:30 P.M. at Palm Beach Improv. 

Our commitment is to form a chapter of business professionals who are thought leaders on business succession planning, capable of serving business owners in Florida 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
  • Define the role of the “Advisor of the Future” inside the Exit Planning Ecosystem

 

Meet the Presenter:

Learn from industry expert Scott Snider, President of the Exit Planning Institute. Meet the Presenter  

This meeting will be held at Palm Beach Improv.

Address: 550 S Rosemary Ave #250, West Palm Beach, FL 33401

EXIT PLANNING IS GOOD BUSINESS STRATEGY

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 www.EPIPalmBeach.org

About the Presenter


 

Scott Snider

Scott Snider

President of Exit Planning Institute

Meet Scott Snider:

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).