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DTSTAMP:20260419T133408Z
DTSTART:20251202T220000Z
DTEND:20251202T230000Z
ORGANIZER;CN=Fred Tan:MAILTO:FTan@ceritypartners.com
SUMMARY:THE FENG: Succession and Exit Planning
LOCATION:zoom
DESCRIPTION:&nbsp;We invite you to join us for Part 1 of this 3-Part Webinar Series onTuesday, December 2nd.&nbsp;This will mark both the kickoff of this impactful series and the&nbsp;official relaunch of the Family Business SIG.&nbsp;Thank you for participating in our recent survey. Your feedback provided valuable insight into the priorities and challenges faced by business owners and key executives within closely held enterprises.The top area of interest identified was Succession and Exit Planning—a pivotal topic for every family business leader. In response, the Family Business SIG Chair Committee is pleased to announce a three-part educational webinar series designed to help members prepare for this important transition with clarity and confidence.Webinar 1Title: The Succession &amp; Exit Planning Process – Understanding the EcosystemDate: &nbsp;Tuesday, December 2, 5:00 PM ETSpeaker: Scott Snider, President, Exit Planning Institute - See bio below.&nbsp;Webinar 2Title: Building Enterprise Value Pre-Sale and Exploring Deal OptionsDate: January/February (TBD)Speaker: To Be AnnouncedWebinar 3Title: The Owner’s Transition – Preparing for the Sale, Liquidity Event, and Life AfterDate: February/March (TBD)Speaker: To Be Announced&nbsp;Speaker's Bio for the December 2, 2025 Webinar&nbsp;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 his EPI Global team from the Cleveland headquarters office.&nbsp;&nbsp;Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. In fact, Snider launched his first business at the age of 17, which he grew exponentially, winning accounts from larger competition, and establishing notoriety in his local marketplace. At 24, he sold to a strategic buyer (his first “exit”) and joined forces with Chris Snider’s private exit planning and M&amp;A firm, Aspire Management, who at the time, was looking to dominate Northeast Ohio’s exit planning space. Within one year, Scott took Aspire from an unknown start up to one of the most influential boutique advisory firms in Cleveland, citing over 13 publication pickups, a full client book, and a COI network that included every specialty from across the exit planning ecosystem. With their passion for business strategy and serving owners and advisors alike, Snider and Snider purchased the Exit Planning Institute (EPI), introduced the Value Acceleration Methodology, wrote an award-winning book, and effectively increased the business size by 10x. Scott Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.&nbsp;&nbsp;In 2018, Snider released his first book, Fishing for Value: A Short Story of Succession Planning, Business Growth, and Exit, which is a case study eBook that helps owners and advisors tackle the common problems that arise when an entrepreneur recognizes that transition is approaching on the horizon. This book was released and utilized at the 2018 Exit Planning Summit in Nashville and is now available on Amazon Kindle.&nbsp;
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