When meetings revisit the same issues and commitments go unfinished, value-building work stalls. Kris Snyder and the Ninety team will show CEPAs and growth-minded advisors how seven meeting types and AI can strengthen accountability and help close the Value Gap. Designed for advisors guiding clients through the Prepare Gate of the Value Acceleration Methodology™, this session connects EOS® disciplines with practical tools for better preparation, clearer decisions, and consistent follow-through.
Learning Objectives:
- Connect meetings to execution. Apply seven meeting types to clients’ value-building priorities and identify where unclear purpose or weak accountability stalls progress.
- Put AI to work. Use Maz, Ninety’s built-in AI companion, to prepare for meetings and identify execution risks. Learn how to connect a supported external AI assistant through Ninety’s Model Context Protocol (MCP) server.
- Turn a calendar audit into action. Identify missing or ineffective meetings, prioritize improvements for the next 90 days, and assign clear ownership.
Event Details
Who Should Attend?
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Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
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CPAs/Accountants
Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.
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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.
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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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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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Investment Bankers
Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.
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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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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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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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Strategic Consultants
One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.
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Family Business Advisors
More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.
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Commercial Lenders
One of the best relationships a business owner makes is with their banker. How can you help your corporate clients think about the future and ensure financial continuity? Answer: exit planning.
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Members of Family Business Boards
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Private Business Owners
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Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
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Business Consultants
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Professional Advisors
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Other Business Professionals
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Business Owners & Their Trusted Advisors
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Business Owners
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
Kris Snyder is an entrepreneur, board member, Professional EOS Implementer™️, and recipient of the EY Entrepreneur Of The Year award in 2013. As employee # 8, Kris currently serves as a board member and Chief Revenue Officer at Ninety, leading the company to 80% YoY growth, with 185 team members and over $30M in ARR. The company has raised $55M in capital through its Series B with investment partners like Insight Partners, Blue Cloud Ventures, and Catalyst Investors.
Kris has helped facilitate multiple successful exits and founded Impact Architects (IA) in 2018, a growth advisory firm working with 100+ SMB clients in implementing Business Operating Systems (BOS) like the Entrepreneurial Operating System®️, or EOS®️. The work Kris does at Ninety complements the efforts of EOS, which can be implemented by Ninety’s software platform as an efficient means to scale that BOS and others, as well.