EPI SD 2024 – September 18 – The Exit Planning Landscape Has Changed: Stay Relevant in 2024

Join EPI President, Scott Snider as he shares the state of the exit planning market, M&A considerations, and provides our community of Exit Planning Advisors with research that will positively impact your practice. As CEPAs and advisors who work closely with business owners, you must understand an owner’s readiness to exit their business. What motivates an owner to exit their business? And how can you as their advisor be their most trusted ally during their exit planning process?
Learning Objectives:

  • Understand the current state of the exit planning market
  • Share opportunities to grow your practice
  • Dissect recent owner research

(Purchase of this product will include a link to the video presentation, an audio presentation, and a pdf copy of the presentation.)

Presented by Scott Snider, EPI President

This product can only be viewed by members.