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Rocky Mountain EPI Chapter Kickoff Meeting

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Lakewood Country Club

6800 West 10th Avenue

Lakewood, CO 80214

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You are cordially invited to join us for an Exit Planning Awareness Event. Join us and Chris Snider, the 2016 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 multidisciplinary 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 Colorado Chapter

With this launch event, we’re excited to introduce EPI’s monthly events to the local community with our focus on quality content, speakers, and education.

The purpose of the EPI Rocky Mountain 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 a revenue opportunity for advisors while delivering maximum value to owners.

Speaker Bio:

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 MethodologyTM 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.

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.

Your Hosts:

Quantive Quantive is a business valuation firm at heart, tightly focused on providing sound valuation methods and services to closely held and privately held companies throughout the U.S.

U.S. Trust U.S. Trust is a private bank serving the needs of high net worth and ultra high net worth individuals and families by providing comprehensive wealth management products and services focused on wealth structuring and investment management.

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Date and Time

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Lakewood Country Club

6800 West 10th Avenue

Lakewood, CO 80214

View Map

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