Lehigh Valley Chapter Awareness Event



You are cordially invited to join us in an Exit Planning Awareness Event. Within the next 20 years, in excess of 90 million people in the United States and Canada will be retiring (the baby boomer generation born between 1946 and 1964). It is estimated that one of every two privately held businesses will transition during this period, representing in excess of $10 trillion in wealth, the largest wealth transfer in the history of mankind.

The purpose of the EPI Lehigh Valley Chapter is to create a forum where the local community of professional advisors can collaborate to address unique needs of the local community; develop educational programs for business owners and professional advisors to build awareness and better prepare an owner for the successful exit of their business; develop, encourage and foster the adoption of best practices for the exit planning profession; and promote the common business interests of those business advisors engaged in the profession of exit planning.



7:30 am Coffee & Networking

8:00 am Breakfast Served

8:15 am Keynote Speaker – Christopher Snider, President & CEO of Exit Planning Institute, discusses the State of Owner Readiness study results and the market opportunity for professionals to assist their clients in exit planning.

9:00 am Open Questions

9:15 am Chapter Development – Matthew Kulp of Legacy Planning Partners discusses interest to create a Lehigh Valley Chapter of the Exit Planning Institute and the benefits to our area’s business advisors.

9:30 am Conclusion




Chris-Snider-Headshot_180x180_acf_croppedRecognized as a finalist for the 2015 Middle-Market Thought Leader of the Year Award by the AM&AA (Alliance of Mergers & Acquisition Advisors), Chris’ pioneering work in the field of value acceleration and succession planning has established him as a trendsetter in the industry, sought after speaker, content provider, and educator across the globe. Early in Mr. Snider’s career, he acted as a system integrator, supply chain manager, and mergers and acquisitions specialist for public companies such as The Sherwin Williams Company, Price Waterhouse, FedEx Logistics, Nike, Dell Computer, Hewlett Packard, Freightliner, and many others. A game-changing milestone in his career came when he began working with a middle market family owned business which he helped grow from $90 million to $265 million in three years resulting in the sale to a large multi-national strategic buyer. Since leaving the corporate world, Chris has established a private consulting practice to advise business owners and their families on transition strategy and value acceleration and introduced the Value Acceleration Methodology™ to the industry. He also established Snider Premier Growth, a small family office with his son, which today has ownership stakes in eight businesses including the Exit Planning Institute.


Chapter Steering Committeedivider


Matthew Kulp, CFP, CEPA
Legacy Planning Partners

Brian Sharkey, CPA, CVA, CEPA
Kreischer Miller

Tom Garrity, CEPA, Gazelles International Certified Coach
Compass Point Consulting

Jan Graybill, CFP, CLU, ChFC, MSFS, CEPA
Legacy Planning Partners

Bob McCormack, CVA, M&AMI, CBI
Murphy McCormack Advisors

Dave Wimer, M&AMI, CBI, CEPA
Murphy McCormack Advisors

Bernard M. Lesavoy, MBA, JD
Lesavoy Butz & Seitz LLC

John Kintzer
SES Advisors

If you are unable to attend the Awareness Event, but would like to remain on the Lehigh Valley event email list, please sign up HERE.
Please direct questions regarding the Awareness Event to Josh Koza, Client Experience Manager at the Exit Planning Institute via email or phone 216-712-4244.