SoCal Chapter Event: Triggering Owner Action. Moving A Marketplace.

Registration Pricing

Members $30 

Registration

Non Members $45

Registration

Overviewdivider

Triggering Owner Action. Moving A Marketplace.

The single biggest challenge facing exit planning advisors today is competition.  But not your typical competition, not the “advisor next door.”  You are up against the greater opponent: DOING NOTHING.

We’ve all heard it from our business owner clients…

“I’m not looking to make any shifts in the near future so this isn’t relevant for me.”

“I’m sorry, but I’m too busy to worry about this.”

Or even worse…silence.

Exit planning is the fastest growing marketplace within the financial and professional services industry, with the exit of millions of Baby Boomer business owners on the horizon totaling more than $10 trillion dollars in transferable wealth.  This is your “$10 Trillion Dollar Opportunity” and now is the time to develop a strategy that embraces the owner mindset, provoking good questions, providing a breadcrumb trail to useful information, and empowering owners to take action.

Meet Scott Snider, EPI Vice President, skilled growth hacker, nationally recognized industry leader, and lifetime entrepreneur.  Two of Snider’s biggest talents: market penetration and rapid growth strategies.  In fact, Snider launched his first business at the age of 17, which he grew exponentially, winning accounts away from larger competitive companies, and establishing notoriety in his local marketplace.  At 24, he sold to a strategic buyer (his first “exit”) and joined forces with Chris Snider’s private exit planning and M&A firm, Aspire Management, who was looking to dominate Northeast Ohio’s exit planning space.  Within one year, Scott took Aspire from an unknown startup to one of the most influential boutique advisory firms in Cleveland, citing over 13 publication pickups, a full client book, and a COI network that included every specialty from across the exit planning ecosystem.  His strategy was integrated, calculated, and educational, prompting high interest and leading prospects to the next crumb in the trail.  With their passion for business strategy and serving owners and advisors alike, Snider and Snider purchased the Exit Planning Institute (EPI), introduced the Value Acceleration Methodology, wrote an award-winning book, and effectively increased the business size by 10x.  Scott Snider knows how to educate clients, achieve market distinction, and deliver real results.

You can adopt a strategy that moves markets.  Attend this session and learn how you can leverage the EPI platform to achieve your goals.

Learning Objectives:

  • Cite statistics from the State of Owner Readiness Survey™
  • Develop an integrated owner engagement strategy
  • Identify differentiation between generational messaging (Boomer vs Millennial, etc.)
  • Calculate the existing opportunity within your advisory firm

 


Presenter
divider

Scott Snider, Vice President Exit Planning Institute

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

 

 


Continuing Educationdivider

 

CEPAs receive 1 CE credit

CFPs receive a certificate for 1 CE credit

CPAs receive a certificate for 1 CPE credit

Screen Shot 2015-08-21 at 9.48.20 AM