PERSONAL SOOR STATS
Exit Planning is about a holistic approach with an equal focus on blending business, personal, and financial goals. In past research into owner readiness for transition, EPI found that only 9% of owners has a written personal transition plan for when they exited their business. As a result of an increase in formal exit planning education in the marketplace, this year's research found that 52% of business owners include written detailed personal planning in their exit strategy.
Join EPI on August 31 at 1:00 PM EST for a free webinar exploring owner readiness statistics pertaining to personal planning.
- Understand the importance of Owner Readiness and the impact of proper personal planning
- Explore Exit Planning Institute Research and learn how to incorporate it into your advisory practice
- See how organized personal planning can improve owner readiness
Before joining us for this webinar, we recommend you read our latest State of Owner Readiness Research to fully immerse yourself in trending owner statistics.
View all reports here: www.OwnerReadiness.com
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.
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).
As the Manager of Strategic Relationships, Josh Koza is responsible for the growth and development of those partners within the EPI community. At EPI, Josh builds and preserves relationships with top CEPAs and partners. He works to connect them with existing resources and products, as well as curating custom offerings tailored to their specific needs.
Josh is passionate about relationship building and critical problem-solving. When a need arises, he leans on his experience from both EPI’s Member Experience team and Business Development team to find solutions that deliver significant value to our partners.