Practice Launch Lite

EPI Academy Course

Course Overview

What do you do post-CEPA program? How do I launch a practice? How do I engage business owners? It isn’t enough to hold a credential. You must know how to position yourself in the marketplace for business development, practice management, and client delivery success.

Practice Launch Lite helps exit planning advisors create action plans to implement exit planning services into an existing or standalone firm. Join Scott Snider, President of the Exit Planning Institute, as he shows advisors how to navigate and use the CEPA Platform offered by EPI, ideas on how to create awareness and drive new business, and how the value of being a part of EPI can generate new business for you when properly utilized.

This three-module, on-demand, interactive course enables advisors to construct a thriving and profitable exit planning practice.


Course Curriculum:

MODULE ONE: Changing the Conversation

  • Defining the formula to connect with owners and trigger action
  • Assessing key conversation starters and delivery tools

MODULE TWO: Identifying Ideal Customers

  • Developing and engaging your target audience
  • Recognizing how to fill your funnel with your ideal client

MODULE THREE: Delivering Client Work

  • Preparing your go-to-market strategy
  • Managing engagements and growing your practice


Want help keeping your marketing initiatives on track? Download the Top 10 Pre-Launch Considerations Checklist

You have the training. You have the skills. Now It’s time to engage business owners.

Scott Snider

Scott Snider

President, Exit Planning Institute

Contact Scott

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.