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Exit Planning Ecosystem


Exit Planning

 Exit Planning Ecosystem
CPE Credit

Program Type: Recorded Webinar (Audio, PPT)
Program Level: Basic
Prerequisites: Previous training or experience with the fundamentals of accounting, finance, economics, and business writing.
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: One (1) Hour
Fields of Study: Business Management & Organization
Item Number: 15PEP0318
Shipping Weight: 0lbs. 0oz.
Price: $80.00
Program Description

In this one hour webinar lead by Scott Snider, advisors will gain an in-depth understanding of how each advisor plays a role in the Exit Planning Ecosystem throughout the three phases of the exit planning process. Advisors will learn of the potential services and billing opportunities available to your respective disciplines and as exit planning advisors. The role of the exit planning advisor will be clarified and the new role of the "Value Advisor" will be defined including defining the need for collaboration amongst advisors of all disciplines and how the "Value Advisor" brings them all together.

Learning Objectives

After completing this webinar, attendees will be able to:

- Articulate the role and responsibility of the Value Advisor within the Exit Planning Ecosystem
- Articulate the exit planning process referred to as the Value Acceleration Methodology
- Identify and differentiate the three phases of the exit planning process
- Identify billing and service opportunities for all disciplines and the Value Advisor
- Understand what role collaboration plays within the Exit Planning Ecosystem

Who Should Attend

Attorneys, CPAs/accountants, business brokers, financial advisors, valuation advisors, investment bankers, estate planners, commercial lenders, consultants, wealth managers, insurance professionals, mergers & acquisition advisors, and other professional advisors working with owners of privately held businesses.

Presenter(s)

Scott Snider
Mr. Scott Snider is the Vice President of the Exit Planning Institute (EPI). At EPI Mr. Snider is responsible for overseeing the company's operations and chapter development. In 2014, EPI grew at a 35% pace, six chapters were established in the United States and EPI expanded into its seventh country, Poland.

Mr. Snider is a nationally recognized young entrepreneur. Even though he is only 28, 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 National Association of Certified Valuators and Analysts (NACVA) 40 Under 40 Award and the Northeast Ohio 25 Under 35 Mover and Shakers Award and is a graduate of the prestigious Cleveland Bridge Builders Program, Class of 2013.