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Case Study in Value Acceleration

Exit Planning

 Case Study in Value Acceleration
CPE Credit

Program Type: Recorded Webinar (Audio, PPT Presentation)
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: 14PEP0305
Shipping Weight: 0lbs. 0oz.
Price: $80.00
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Program Description

Advanced value creation is a strategic process of double or tripling the value of the business over a three to five year period. It should only be undertaken after completion of an exit readiness assessment, business valuation, a risk mitigation program and exit planning. After these steps, the owner is in a position to make a better, more informed decision and the corresponding commitment to stay and grow the business or undertake the process to exit the business.

During this webinar, Mr. Snider will use a case study from EPIs Certified Exit Planning Advisor (CEPA) program to demonstrate the value creation process showing attendees how to introduce and engage business owners in the value creation process, recognize the value drivers which lead to increased value, implement a system to ensure these opportunities are harvested, and periodically revisit these value drivers to determine how the goals are being met and what changes are needed to get or keep things on track.

Learning Objectives

After completing this webinar, attendees will be able to:

- Recognize the value drivers which lead to increased value
- Implement a system to ensure these opportunities are harvested
- Determine how the goals are being met and implement changes keep things on track.

Who Should Attend

The webinar is appropriate for any professional advisor who engages with owners to help them grow and harvest the value of their businesses. This includes attorneys, CPAs, wealth managers, financial planners, bank executives, insurance professionals, investment bankers, and business brokers.


Christopher Snider, CEPA
Mr. Christopher Snider is a frequent speaker and content provider on the topics of transition strategy and value creation. Whether speaking or advising, Chris' "think-like-an-owner" point of view comes from a belief in the blend of best practices and practical real-world experience as a family business owner, change agent, investor, and ownership advisor.

After earning his CEPA designation from the Exit Planning Institute in 2008, he was elected to the Institute's Board of Governors in 2010, and chaired EPI's first international conference and founded EPI's first U.S.-based local chapter in 2011. He became owner, president, and CEO of the Exit Planning Institute in the fall of 2012.

Mr. Snider has an extensive and diverse range of mergers and acquisitions, re-engineering, and management experience ranging from small and middle market privately-held businesses to large multi-national corporations crossing several industry sectors including retail, automotive, logistics, information technology, consumer goods, and banking. Many of these companies experienced compound annual growth rates of 15 to 48 percent during Mr. Snider's tenure with them.