The Exit Planning Institute is the premier provider of education, networking, professional development, and tools for exit planning professionals worldwide.

 

Faculty Members

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CEO/President, Exit Planning Institute

Christopher Snider


Modules Taught:
The Need for Exit Planning (Market Overview)
Overview of Exit Planning Process
Exit Planning deliverables
Defining and Aligning Goals
Creating & Delivering Action Plans
Importance of Teams

peterchristman

Founder
, The Christman Group

Peter Christman


Modules Taught:
The Need for Exit Planning (Master Planning)

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Dir. of Gift Planning, American Endowment Foundation

Laura Malone


Modules Taught:
Integrating Charitable Intent with Business Exit Planning

SMiller

President, Enterprise Services, Inc.

Scott Miller


Modules Taught:
Basics of Business Valuation
ESOPs as an Exit Strategy
Calculating Net Proceeds

Chairman, The McLean Group

Dennis Roberts


Modules Taught:
3rd party Sales and the M&A Process

Hutchinson

Founder, Strategic Value Advisors

Sean Hutchinson


Modules Taught:
Implementation - Developing an Action Plan for Your Practice
Exit Options Analysis
Marketing and Selling Exit Planning

 

Principal, Balasa Dinverno Foltz, LLC

Mike Foltz


Modules Taught:
Financial Planning for Business Owners
Advanced Estate Planning Concepts

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Managing Partner, Wealth Legacy Group

Emily Bouchard, MSSW


Modules Taught:
Family Transitions

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Founder,Value Opportunity Profile®

Ken Sanginario, CPA / ABV, CVA, CM&AA, CMAP, CTP, MST, MSF


Modules Taught:
Value Enhancement

Associate, KLH Capital

Ron W. Moore III, J.D.


Modules Taught:
Understanding Private Equity

Amy Wirtz

Founder, Wirtz Legal, LLC

Amy Wirtz


Modules Taught:
Importance of Teams

Managing Director, Birkdale Transition Partners, LLC

Barry Goodman, CM&AA, CPA, CEPA


Modules Taught:
Calculating Net Proceeds

Principal, Two Hawks Consulting, LLC

Randy A. Fox


Modules Taught:
Integrating Charitable Intent with Business Exit Planning

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Banker, J.P. Morgan Private Bank

David W. Ogburn


Modules Taught:
Financial Planning for Business Owners

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Attorney, Farella Braun + Martel

Melissa Hung


Modules Taught:
 
Advanced Estate Planning Concepts

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Principal, MCM Capital Partners

Bobby Kingsbury


Modules Taught:
 
Understanding Private Equity

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Partner, Orange Kiwi

Andrew Taylor


Modules Taught:
Business Owner Psychology

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Partner, Orange Kiwi

Allie Harding


Modules Taught:
Business Owner Psychology