The 2023 Exit Planning Summit is the most significant advisor event in the industry with a massive lineup of education, activities, and events to experience in a few short days. On top of 6-star-rated education, once-in-a-career keynote sessions, charitable fundraising, and influential networking, the Summit connects you with premier exit planning providers and partners, charitable efforts benefiting the local community, world-class facilities for your rejuvenation, annual acknowledgement of excellence, and an all-star lineup of experts and influencers to feed your creative needs as an advisor and leader.
There is a lot going on in a truncated amount of time, so to help you get the most possible value from your Summit experience, make plans to attend the upcoming webinar presented by Scott Snider, where he will break down the schedule of events, expand on highly-anticipated sessions, and give you the insights that tie together the purpose behind the theme.
Learning Objectives:
- Discover what to expect from the Exit Planning Summit
- Determine how to get the most out of your experience
- Identify all networking opportunities
- Recognize this year's Summit Giveback Charity organization
- Summarize the Summit theme
- And much more!
Event Details
Who Should Attend?
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Financial Advisors
One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.
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Business Owners
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Mergers & Acquisition Advisors
Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.
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Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
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Valuation Analysts
Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.
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Wealth Managers
You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
ABOUT THE PRESENTER
SCOTT SNIDER
President of Exit Planning Institute
Scott Snider is the 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 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).