We all know the stats. Only two out of ten businesses actually sell. Of the few businesses that do manage to transfer, 75% of owners “profoundly regret” selling within one-year post-transition. The EPI State of Owner Readiness ResearchTM has been conducted both nationally and regionally, all data points to a woefully unprepared business owner marketplace with exit on the horizon.
It isn’t worth much to know the what the data says. What is valuable is to know what to do with it to better the future of your clients and your own firm. Learn how to use the results and reports from EPI’s State of Owner Readiness ResearchTM to start the conversation with business owners and trigger owner action.
- Cite statistics from the State of Owner Readiness Survey™
- Develop an integrated owner engagement strategy
- Identify differentiation between generational messaging (Boomer vs Millennial, etc.)
- Calculate the existing opportunity within your advisory firm
About the Instructor:
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.Email Scott Connect with Scott