Implementing the 120 Day Playbook: Creating the First 90-Day Sprints as an Advisor

EXIT PLANNING INSTITUTE WEBINAR

Implementing the 120 Day Playbook: Creating the First 90-Day Sprints
as an Advisor


The advisor of the future is an advisor that can look at the business owner themselves and their company holistically with all three elements of that owner in mind. Their business, personal, and financial goals. That is the missing piece today at the owner’s advisory table. There are specialists and experts all around them, but no one to tie it all together. Becoming a holistic advisor starts with the Certified Exit Planning Advisor Program. But that is not where it ends.

The CEPA must expand their knowledge technically and conversationally to better attract, engage, and change the way the business owners think about their company. They must also understand how that ties to their personal and financial plans. EPI puts their new CEPAs on a 120-day path that allows them to begin implementation and find their role within the exit planning team.

Those who are not CEPAs will benefit from this session by understanding the critical resources, education, and tools needed to accelerate your position with business owners and grow your practice.

Learning Objectives:

  • Understand the two types of CEPAs
  • Understand the generations and the way they think about exit planning
  • Understand your role within the exit planning team
  • Understand how to position yourself and your firm in the exit planning space

BEST INDUSTRY CONTENT

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.

Want to showcase your expertise and teach on an EPI webinar? Contact EPI to learn more.

About the Presenter


 

Scott Snider

Scott Snider

President, Exit Planning Institute

Meet Scott Snider:

Scott Snider is 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 the 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).

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