Mentor Group Webinar: Exit Planning Tools and Solutions


Exit Planning Tools and Solutions

The Interactive Practice Mentor Group Calls are an exclusive benefit of Full Memberships

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Interactive Practice Mentoring Group Call

This group session brings together CEPAs across the country and is mentored by Scott Snider, VP of Exit Planning Institute.  It is a great opportunity to get answers to your questions, brainstorm new solutions to common and unique problems, share methods that have worked well for you, and learn ways to get past roadblocks. This session is held monthly and is another way to meet CEPA’s that compliment your practice needs and to build your network. In addition, the first half of the group session is centered around a particular topic so that CEPA’s can have a direct discussion around topics that are prominent inside the exit planning ecosystem. 


This Months Topic is: Exit Planning Tools and Solutions Presented by Scott Snider, Vice President of the Exit Planning Institute

This session’s topic is Exit Planning Tools and Solutions. During the first half of this session Scott Snider will ead a discussion around the top and emerging software tools, educational programs and other initiatives that provide CEPA’s with the best platforms to either deliver client services or engage business owners. These tools could include owner facing education like Owner Roundtables or Enterprise Value Assessment tools such as MAUS, VOP, or ValueBuilder





Scott Snider

Scott Snider is the Vice President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family office. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. When Scott took over leadership of EPI in 2013, the organization grew at a pace of 30%, four new chapters were established in the United States, and CEPA expanded into its seventh country (Poland). In 2015, Scott led EPI through record breaking growth, emerging with 12 chapters, new programs, Owners Forums, and rapid double credentialed membership growth. He leads his EPI Global team from the Cleveland headquarters office. Scott is a nationally recognized young entrepreneur. At the age of 29, he has a wealth of experience as an owner, advisor, and educator, and he understands what it takes to make an impact. He started his first business at the age of 17, which he operated for eight years and successfully exited and sold to a strategic buyer in 2010. At that time, he and Chris Snider established a family office owning stake in eight companies, Snider Premier Growth, which Scott oversees as the Operating Partner. Scott Snider has been featured nationally on ABC News Now, is a recipient of the Crain’s Cleveland Business 40 Under 40 Award, the National Association of Certified Valuators and Analysts (NACVA) 40 Under Forty Award, the Northeast Ohio 25 Under 35 Mover and Shakers Award, The M&A Advisor 40 Under 40 Emerging Leaders Award, and is a graduate of the prestigious Cleveland Bridge Builders Program, Class of 2013. On top of his business accomplishments, Scott is a very active community leader. He is a former Chair of the Cuyahoga County Next Generation Council. He serves on the Board of Directors for America SCORES Cleveland, an Advisor to the St. Edward High School Ken Layden ’80 Entrepreneurship Program, and the Head Goalkeeper Coach for the St. Edward High School Boys Soccer Team

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