[Advanced Workshop] Mastering the Triggering Event Workshop with Chris Snider

Room: Naylor

8:00 am - 4:30 pm

EXIT PLANNING

Meet Your Presenter

Learn How to Conduct the Triggering Event

The first step in the Value Acceleration Methodology is to identify what value the business currently has and diagnose the transferable value killers within the organization. This enterprise value assessment correlates to a range of value for comparable companies, which provides a baseline measurement of value moving forward. This is needed to produce a prioritized action plan for business planning, tax and estate planning, and personal planning. This discovery phase of Value Acceleration is called the Triggering Event.

During this interactive workshop with creator of the Value Acceleration Methodology, Chris Snider, professional advisors will participate in three modules that will: 1) help them better understand how to conduct the enterprise value assessment, 2) teach effective ways to engage business owners and manage engagements, 3) provide a review of the tools and deliverables used, and 4) guide them on how to effectively manage teams of professional advisors from multiple disciplines.

Cost to Attend: +$1,500
(not included in Summit registration)

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Who Should Attend

Certified Exit Planning Advisors (CEPA)
Value growth advisors
Strategic Consultants
Any CEPA interested in executing Triggering Events


 

Meet the Presenter

EMAIL | LINKEDIN | WEBSITE

Meet Christopher Snider: Christopher M. Snider, CEPA, CEO of the Exit Planning Institute, is the award-winning author of Walking to Destiny: 11 Actions an Owner Must Take to Rapidly Grow Value & Unlock Wealth, a business strategy book about the Value Acceleration Methodology™ written for business owners and the advisors who serve them. Snider is a professional keynote speaker and content provider to the middle market business community, trade & industry associations, and professional education organizations. Walking to Destiny is a five-star rated book that truly empowers owners with the knowledge and path to effectively positioning their business and themselves for exit options down the road, sure, but perhaps more importantly, rapid business growth today.

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 Computer, Hewlett Packard, Freightliner, and many others. A game-changing milestone in his career came when he began working with a middle market family owned business which he helped grow from $90 million to $265 million in three years resulting in the sale to a large multi-national strategic buyer. For his written work and his contributions to the industry, Snider has been awarded recent honors that include 2016 NACVA Industry Titan Architect and 2016 AM&AA Thought Leader of the Year.

In addition to being an award-winning author and sought-after keynote speaker, Snider is the Managing Partner of Snider Premier Growth, the CEO/President of Exit Planning Institute, the Founder of ThinkTank Publishing House, and the author of SniderValueIndex.com. Chris is a family business owner with his son, Scott Snider.

Learn more about Chris Snider by visiting his speaker profile.


 

Continuing Education (CE) Credits

CPE: 6.5 hours
CFP®: 6.5 units
CEPA: 6.5 credits


 

Cost to Attend: +$1,500
(Workshop is not included in two-day Summit registration)

2-DAY SUMMIT ONLY
$1,050
GET 3-DAY BUNDLE
+$1,500

LEARNING OBJECTIVES

Attendees will learn the following key takeaways:

  • Conduct an enterprise value assessment.
  • Create & deliver prioritized action plans to business owners.
  • Engage owners and manage project deliverables.
  • Manage a team of advisors, owners, and their families.
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