San Diego Chapter Awareness Event


Overviewdivider

 

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 San Diego 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.

 

Agenda:

7:30 am Coffee & Networking

8:00 am Breakfast Served

8:15 am Keynote Address – 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 Discussion

9:15 am Chapter Development – Michael Rodman of Best Practices of America discusses interest to create a San Diego Chapter of the Exit Planning Institute and the benefits to our area’s business advisors.

9:30 am Conclusion

 


Presenterdivider

 

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

 

Mike Rodman, CFP, CEPA
Best Practices of America

Paul Kyrimis, AAMS, CEPA
Legacy Global Strategies

Claire Gyben
Ranch and Coast Insurance Services

Bryan Smyth, CFA, CPA, CExP, CVGA
Exio

David Brzezniak, CPA
JGD & Associates LLP

John House, ChFC
MasterTech Financial Advisors

Joseph Strazzeri, Esq., CEPA
Strazzeri Mancini LLP

Trey Fairman, J.D., LL.M.
Underwriting Services of America

Ken Nunes, CFA
Caliber Advisors

Tim McDonald, M&AMI, ASA, CEPA
The Leland Group

Kevin Conlon, MBA
Meridian Pacific Properties


If you are unable to attend the Awareness Event, but would like to remain on the San Diego 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.