Online Directory | NACVA Site Search:

Exit Planning Deliverables/Identifying Goals and Objectives

Exit Planning

 Exit Planning Deliverables/Identifying Goals and Objectives
CPE Credit

Program Type: Recorded Webinar (Audio, PPT)
Program Level: Intermediate
Prerequisites: Previous training or research on subject matter being taught.
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: One (1) Hour
Fields of Study: Business Management & Organization
Item Number: 15PEP0317
Shipping Weight: 0lbs. 0oz.
Price: $80.00
Sorry, this product is no longer available.
Program Description

This webinar is designed as follow-up to the Overview of the Exit Planning Process webinar. In this webinar, Mr. Snider will review in more detail typical deliverables at each gate of the EPI Value Acceleration Methodology.

The focus is mainly on the first major deliverable which is a personal, financial and business assessment correlated and presented with a business valuation which is referred to as "The Triggering Event". The Triggering Event has demonstrated that it gets owner to take action which is something all advisors are struggling to achieve. Mr. Snider will also provide an overview of the content of the EPI library which is available to advisors who have completed the Certified Exit Planning Advisors (CEPA) course and passed the exam.

Learning Objectives

After completing this webinar, attendees will be able to:

- Articulate the major deliverables at each gate of the EPI Methodology
- Relate each deliverable to the advisor that produces it
- Gain a general understanding of how to price each deliverable
- Describe the major sections of the EPI library of materials available to CEPAs

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.


Chris Snider, CEPA
Mr. Chris Snider is a frequent speaker and content provider on the topics of transition strategy and value creation. Whether speaking or advising, Mr. Snider's—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 US 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% during his tenure with them.