Delivering the Service: Setting up the Accounting Firm to Effectively Deliver Client Work


Delivering the Service: Setting up the Accounting Firm to Effectively Deliver Client Work


You have now effectively educated the owner, triggering action! The owner now wants to proceed with exit planning services. But how do you deliver the work, what process do you follow, what advisors are around the table, what tools and resources do you use and how should this be priced? In this final session, EPI will show you, through case study examples, how many accounting firms are incorporating exit planning services into their practice model, how they engage effectively and how you can set up an exit planning service line and deliver work for your own clients.


About the Presenter:

Learn from industry expert Scott Snider, Vice President, Exit Planning Institute.

Meet the Presenter


About the Accounting Firm Strategy Series:

This three-part webinar series, hosted by the Exit Planning Institute, will show CPAs and their firms how to effectively engage and build deeper relationships with business owners. All while introducing entangling services such as exit planning, succession planning, value growth and other consultative services.


Exit planning is one of the fasting growing industries in the financial/professional services industry and EPI is committed to bringing you the best industry content, right at your fingertips! We are proud to offer hundreds of free webinars each year to keep you current on technical, business development, and special interest topics: designed to help you sharpen your skills and advance your career.

About the Presenter



Vice President
Exit Planning Institute

Link with Scott

Scott Snider, EPI Vice President, skilled growth specialist, nationally recognized industry leader, and lifetime entrepreneur.  Two of Snider’s biggest talents: market penetration and rapid growth strategies.  In fact, Snider launched his first business at the age of 17, which he grew exponentially, winning accounts away from larger competitive companies, and establishing notoriety in his local marketplace.  At 24, he sold to a strategic buyer (his first “exit”) and joined forces with Chris Snider’s private exit planning and M&A firm, Aspire Management, who was looking to dominate Northeast Ohio’s exit planning space.  Within one year, Scott took Aspire from an unknown startup to one of the most influential boutique advisory firms in Cleveland, citing over 13 publication pickups, a full client book, and a COI network that included every specialty from across the exit planning ecosystem.  His strategy was integrated, calculated, and educational, prompting high interest and leading prospects to the next crumb in the trail.  With their passion for business strategy and serving owners and advisors alike, Snider and Snider purchased the Exit Planning Institute (EPI), introduced the Value Acceleration Methodology, wrote an award-winning book, and effectively increased the business size by 10x.  Scott Snider knows how to educate clients, achieve market distinction, and deliver real results.

Connect with the Presenter: Exit Planning Institute |  Website: | Phone: (216) 712-4244  |  LinkedIn: Connect with Scott