Exit Planning is Not What You Think

WASHINGTON CHAPTER LAUNCH

Launch Event: Exit Planning is Not What You Think


We are pleased to announce the launch of the Washington Chapter of the Exit Planning Institute! Our first event will be on May 12th, 2022 at 8:00 AM PST at the Hilton Hotel.

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

 

About the Presenters:

Learn from industry experts Christopher M. Snider, CEPA, CEO of the Exit Planning Institute, and Scott Snider, President of the Exit Planning Institute.

Meet the Presenters

 

Thank you to our Sponsors!

 

 

About EPI Local Chapters

EPI Chapters bring together a local community of professional advisors to collaborate, address unique needs and topics, develop best practices, build awareness, experience valuable professional continuing education, and build their COI network with like-minded individuals within the exit planning industry and related professions. Whether you are a CEPA member of EPI or not, all are welcome to attend.  Join the next local chapter meeting or event in your area.

To learn more about upcoming events, visit EPIWashington.com.

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Washington 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.EPIWashington.com

About the Presenters


Christopher M. Snider, CEPA

Christopher M. Snider, CEPA

CEO of Exit Planning Institute

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Scott Snider

Scott Snider

President of Exit Planning Institute

View Bio