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

Registrationdivider

The Wisconsin Chapter has expanded (regionally and virtually)!  Attend the Chapter in Milwaukee and Madison.

The EPI Wisconsin Chapter has expanded their capabilities to serve both communities.  Both locations will hold the same meeting, simultaneously via a live streaming service.  Please register using your preferred and most convenient location below:

 

Madison Time and Location:

Honkamp Krueger & Co., P.C.

251 Progress Way, Suite 200 | Waunakee, WI | 53597

Tuesday, January 16 | 8:00 – 10:00am

Madison Registration

 

Milwaukee Time and Location:

Husch Blackwell

20800 Swenson Drive, Suite 300 | Waukesha, WI | 53186

Tuesday, January 16 | 8:00 – 10:00am

Milwaukee 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 include:

  • 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

Speakerdivider

Scott Snider, Vice President Exit Planning Institute

At EPI Scott is responsible for overseeing the company’s operations and chapter development. Upon taking over leadership of EPI in 2013 the organization grew at a 30% pace, four new chapters were established in the United States and EPI expanded into its seventh country, Poland.  In addition, after playing professionally in the Professional Arena Soccer League, Scott and several other partners founded the new PASL franchise called the Cleveland Freeze and brought back professional indoor soccer to the City. There as President, Scott led the team to a Final Four appearance in their first year in the league.

Scott is a nationally recognized young entrepreneur. Even though he is only 29, he understands what it takes to be an owner. He started his first business at age of 17 which he operated for eight years and successfully sold in 2010 to establish the family office with his father. He 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 40 Award, the Northeast Ohio 25 Under 35 Mover and Shakers Award and is a graduate of the prestigious Cleveland Bridge Builders Program, Class of 2013.


Sponsored Bydivider

 


Continuing Educationdivider

CEPAs receive 1 CE credit

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