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Accelerating Your Business: Two Concurrent Paths, Building the Advisory Team

The Value Acceleration Methodology combines the “3 legs of the stool” (business, personal, and financial) into two concurrent paths. One path is focused on mitigating risk in the business, a business path, and the other is focused on the personal and personal-financial needs of the business owner, a personal-financial path. The process starts with an assessment of value, typically conducted by a value advisor (and typically not a financial advisor). Building a team that includes both the financial advisor and the value advisor is critical as they are the catalyst to everything exit planning. Further building out the team to include the CPA, attorney, and other core players is key for the most indispensable advisor to accomplish.

Accepted for one (1) hour of continuing education by CFP Board.

Monday, June 21, 2021
11:00 AM - 12:00 PM Eastern Time


Zoom Virtual Meeting Platform

Speaker Profiles


Scott Snider
Exit Planning Institute

Scott Snider is the Vice 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, providing a transformational educational experience to advisors from all specialties across the globe.

Scott is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.Two of Snider's biggest talents: market penetration and rapid growth strategies.As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to education clients, achieve market distinction, and deliver real results.


Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.

DateCourse Title/DescriptionStartCFP®
Jun 21, 2021 Two Concurrent Paths, Building the Advisory Team Scott Snider In this episode of ABY we will focus on - Determine key indicators for success with both the business and personal-financial path for owners. - Assess the range of value in a business - Identify core team players throughout the process 11:00 A 1.00

Event ID  416