How to Help Clients with Exit Planning

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About This Episode

Formed in 2005 to serve educational and resource needs of professional business advisors, the Exit Planning Institute is a trendsetter in the field of exit planning for business owners across the globe. It is the only organization that offers the Certified Exit Planning Advisor Program (CEPA) and qualifies for continuing education credits with 12 major professional associations, making it the most widely endorsed professional exit planning program in the world.

About Our Guest

Scott Snider is the President of the Exit Planning Institute (EPI) and the operating partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe. He leads the EPI Global team from its Cleveland headquarters office.

Show Notes

Here is a link to the Exit Planning Institute.

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