Introduce anyone to exit planning with:
BASICS OF VALUE ACCELERATION
Course Overview
The Basics of Value Acceleration course was created as an introduction to exit planning for both business owners and advisors. During this course, host and EPI President, Scott Snider, will take you through the Value Acceleration Methodology™. This methodology was created by Chris Snider and is seen inside the book, Walking to Destiny. Attendees complete the course with a baseline understanding of exit planning and how to help business owners plan for their exit effectively.
Attendees will gain further knowledge on:
- Business types and challenges
- In-depth definition of exit planning and its concepts
- What makes a business ready to transition
- How business value is determined
- Executing an exit strategy
Bulk Orders: EPI offers bulk ordering for this course. Add the number you wish to order to your cart and our team will be in touch to ensure each attendee you purchase for is able to register.
This course is approved for Continuing Education credit at the following organizations:
Course Details
EPI Academy Brochure
For more details on this course, and other EPI Academy courses, download the Exam Prep Brochure.
Register for This Course
Course Curriculum:
MODULE ONE:
Understanding Business Types and Challenges
- Recognizing the challenges that today’s owners face
- Defining the mindset shifts created by the Value Acceleration Methodology™
MODULE TWO:
Defining “Exit Planning”
- Labeling and breaking down the “Three Legs of the Stool”
- Analyzing the different paradigm shifts that come from the exit planning process
MODULE THREE:
Simplifying the Process
- Understanding the core concepts of the Value Acceleration Methodology™
- Putting each concept into action
MODULE FOUR:
Dissecting the Methodology
- Dissecting owner readiness and business attractiveness
- Identifying and calculating the wealth, profit, and value gaps
MODULE FIVE:
Implementing the Methodology
- Implementing the process through each gate of the methodology (Discover,
Prepare, Decide) - Organizing each step in the 5 Stages of Value Maturity
MODULE SIX:
Building Strong Teams
- Structuring an owner’s exit planning team
- Illustrating the ideal core
team members
LEARN THE EXIT PLANNING LANGUAGE
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No Pre-Reading Requirements
There are no pre-reading requirements for this course. However, for any professional interested in getting immersed in the Value Acceleration Methodology™ prior to the training, read the official value acceleration handbook: Walking to Destiny: 11 Actions an Owner Must Take to Rapidly Grow Value & Unlock Wealth, written by award-winning thought leader and industry titan Christopher Snider, CEPA, CEO of the Exit Planning Institute.
About the Instructor
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.