Reminder: Exit Planning Institute Chapter Launch

Quick reminder: the Exit Planning Institute Capital Region chapter is launching next week!

When: Tuesday, December 13, 2016
Where: Ritz-Carlton Tysons
Cost: Complimentary

You are cordially invited to join us for an Exit Planning Awareness Event. Join us and Chris Snider, the 2015 AM&AA Thought Leader of the Year, for a complimentary session on “Breaking Down Professional Silos: The Advisor of the Future.”

Chris will be discussing the importance of multi-disciplinary transition planning for business owners, the size of the exit planning market, and opportunity for professional advisors to participate in what is often a business owner deal of a lifetime.

Why Exit Planning

Within the next 20 years, in excess of 90 million people in the United States and Canada will be retiring (the baby boomer generation born between 1946 and 1964). It is estimated that one of every two privately held businesses will transition during this period, representing in excess of $10 trillion in wealth, the largest wealth transfer in the history of mankind.

EPI National Capital Chapter

With this launch event we’re excited to introduce EPI’s monthly events to the local community:
• Focus on quality content, speakers, and education
• Monthly Event
• 1 Hour CPE Each Session

The purpose of the EPI National Capital Region Chapter is to create a forum for the local community of professional advisors to collaborate and address unique needs of our deal community; develop educational programs for business owners and professional advisors to build awareness and better prepare owners for the successful exit of their business; develop, encourage, and foster the adoption of best practices for the exit planning profession; and promote the common business interests of those business advisors engaged in the profession of exit planning.

Why EPI?

The Exit Planning Institute is a national organization promoting education, collaboration, and credentialing within the field of Exit Planning. EPI’s process focuses on a multi-disciplinary approach to assisting business owners through ownership transitions – creating revenue opportunity for advisors while delivering maximum value to owners.

Speaker Bio:

Chris Snider Recognized as a finalist for the 2015 Middle-Market Thought Leader of the Year Award by the AM&AA (Alliance of Mergers & Acquisition Advisors), Chris’ pioneering work in the field of value acceleration and succession planning has established him as a trendsetter in the industry, sought -after speaker, content provider, and educator across the globe. Early in Mr. Snider’s career, he acted as a system integrator, supply chain manager, and mergers and acquisitions specialist for public companies such as The Sherwin Williams Company, Price Waterhouse, FedEx Logistics, Nike, Dell, Hewlett Packard, Freightliner, and many others. A game-changing milestone in his career came when he helped grow a middle-market, family owned business from $90 million to $265 million in three years, ultimately resulting in the sale to a large multi-national strategic buyer. Since leaving the corporate world, Chris has established a private consulting practice to advise business owners and their families on transition strategy and value acceleration and introduced the Value Acceleration Methodology™ to the industry. He also established Snider Premier Growth, a small family office with his son, which today has ownership stakes in eight businesses including the Exit Planning Institute.

Dan is the Founder of Quantive and Value Scout. He has two decades of experience in leading M&A transactions. Additionally oversees Quantive's valuation practice and has performed thousands of business valuations.



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