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Overview of the Exit Planning Process

Exit Planning

 Overview of the Exit Planning Process
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: 15PEP0316
Shipping Weight: 0lbs. 0oz.
Price: $80.00
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Program Description

The EPI Value Acceleration Methodology concentrates on the three critical components of a successful exit strategy, referred to as the "three legs of the stool":1) Maximizing Business Value 2) Personal Financial Planning, and 3) Life After Business Planning.

Participants will also learn to describe deliverables at each of the three major gates of the methodology and understand how the exit planner and the "triggering event" creates action and generates business opportunity and deal flow for other professional advisors while significantly improving value and probability of a successful transition.

Learning Objectives

After completing this webinar, attendees will be able to:

- Communicate the benefits of the Value Acceleration Methodology which focuses on identifying, protecting, maximizing, harvesting and managing owner and family wealth
- Name and describe the deliverables at each gate of the Value Acceleration Methodology
- Describe how the "triggering event" enlightens owners to take action to begin working on their transition process
- Describe the three critical components of a successful transition process

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.