Exit Planning is Not What You Think sponsored by American Endowment Foundation
About the program…
Owners know planning for their exit is important, but few, if any, have conducted any serious planning. Nearly 9 of 10 owners stated that an exit plan was important to their future and the future of their business, but less than 1 out of 10 had a current, written exit plan. In addition, 95% of owner’s advisory teams are not meeting together and working from a written game plan. Every owner will exit his or her business. During their lifetime or at death, their business will be given away, sold or liquidated. These three outcomes are NOT exit strategies. So, given the obvious benefits, why are so many owners NOT ready to transition? As their trusted advisors how do we get them going on this? In this session, Mr. Snider addresses the myth that exit planning is something unique only to be undertaken upon an owner’s decision to transition their business. To the contrary Mr. Snider demonstrates how Exit Strategy is simply good Business Strategy.
Mr. Snider is a passionate, frequent speaker and content provider on the topics of transition strategy and value creation. He has been one of the Exit Planning Institute’s most active members since he earned the CEPA designation in 2008, founding the Institute’s first local chapter in Northeast Ohio, chairing its first international conference 2011, and becoming President and CEO of the Institute in 2012. Chris’ “thinks 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. He has not only advised but in some cases co-invested, with business owners involved in the process of buying improving growing or selling a business.
Emily Shacklett, CPA, AEP®, Program Chair
Reservation Policy – All attendees are encouraged to register in advance and walk-in reservations will be accepted on a space-available basis only. Meeting cost is $25 for members when paid in advance before noon 09/09/13. Meeting cost is $35 for members at the door and $35 for guests. If you reserve and are unable to attend, please call the office to cancel by noon 09/09/13 to avoid a no-show reservation billing.
Purchase a table at the monthly luncheon… $200 / six guests. (Submit names to firstname.lastname@example.org by 09/06/13.)
Continuing Education – EPC Cleveland will request credit for this program from the CFP® Board of Standards for CFP® designation holders. In addition, a certificate of completion will be available for those CTFAs, CPAs, and CWS designees that feel the program satisfies their continuing education requirements.
To Reserve, click "RSVP Now!" below.
This event is sponsored by: