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Accelerating Your Business: Understanding Business Value

A critical part in being the most indispensable advisor and a better advisory team player is understanding how value is identified and assessed. Though many financial advisors will not conduct this type of assessment work, knowing the concepts, foundation, and process behind identifying value and aligning it to the business owner’s personal and financial goals is essential. This knowledge will pave the way for robust and holistic conversations with business owner clients and prospects. This session will share the definitions and formulas to identifying the business owner’s Wealth Gap, Profit Gap, and Value Gap.

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

Thursday, July 8, 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®
Jul 8, 2021 Understanding Business Value Scott Snider This episode we of AYB: - Uncover how to identify the business owner’s wealth, profit, and value gaps. - Establish a company’s value and potential value. - Discover better vocabulary to use with owners when having these discussions. 11:00 A 1.00

Event ID  417