Exit Planning Institute

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You requested the Advisor of the Future whitepaper. Its on its way to your inbox!

In the meantime, want more downloads?

Click the image to download “The 54 Value Factors” Whitepaper PDF.

Download an excerpt from Chris Snider’s new book:

Walking To Destiny: 11 Actions An Owner Must Take to Rapidly Grow Value & Unlock Wealth

Are you are owner curious about how you match up against your peers?
Are you an advisor who helps owners grow and exit their business?

Download the State of Owner Readiness Survey and get educated on the needs, successes, and challenges in your market.


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Your Professional Edge for 2026 Starts Now
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Your Guide to Building a Legacy in 2025

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From Skeptic to Believer: How CEPAs Turn Plans into Action

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Don’t Be Scared! How to Confront Skeletons in Your Exit Planning Closet 
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Don’t Be Scared! How to Confront Skeletons in Your Exit Planning Closet 

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Circle of Excellence: Profile of Inductee Ken Sanginario
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Circle of Excellence: Profile of Inductee Ken Sanginario

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