The CPAs Opportunity: Sales Funnel Management, Marketing, Business Development
and Client Retention


The CPAs Opportunity: Sale Funnel Management, Marketing, Business Development and Client Retention


Moving from transactional services to consultative services is a different strategy and approach. When engaging owners to actively grow value in their companies and position for an effective exit, the CPA must understand not only what generation their owner or the owner’s family members are a part of, but understand the ways in which the owners mindset needs to shift and what effectively makes it shift. During this webinar, EPI will help CPAs identify their exit planning prospects, and show the opportunity in cross-selling (exit planning identifies multiple services from valuation, to audit, wealth management, technology needs, etc.). You’ll also see examples of marketing and business development tactics that have had major success.


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