Mar 19, 2018
In episode 39 of Financially Simple, Justin interviews Chris Snider of The Exit Planning Institute.
Chris Snider is a Certified Exit Planning Advisor, author of Walking to Destiny: a Guide for Business Owners, CEO of Aspire Management, and President of the Exit Planning Institute. Justin talks to Chris about the Exit Planning Institute, the ins and outs of Exit Planning, valuing your Business, and more.
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01:01 - Chris Snider
03:05 - Aspire Management Inc.
04:20 - Exit Planning Institute
04:37 - What’s Happening in the Exit Planning World?
05:57 - How Does the EPI Meet Business Owner’s needs?
07:44 - Who Uses the EPI?
09:33 - Who Are the Primary Players On the Exit Plan?
11:40 - When Should Exit Planning Begin?
14:23 - Who Should be the First Point of Call?
16:06 - The Value Gap
18:36 - Is Your Net Worth Mostly Your Business?
20:02 - What is the Biggest Roadblock to Overcome?
21:21 - Other Reasons for the Importance of Good Exit Planning?
22:35 - The Four Cs
Justin A. Goodbread, CFP®, CEPA,
CVGA, is a nationally recognized financial planner, business
educator, wealth manager, author, speaker, and entrepreneur. He has
20+ years of experience teaching small business owners how to
start, buy, grow, and sell businesses. He is a multi-year recipient
of the Investopedia Top 100 Advisor and 2018 Exit Planning
Institute’s Exit Planner Leader of the Year.
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The Exit Planning Institute's Leader of the Year is awarded to a nominee who is a CEPA credential holder who has made a significant impact or contribution to the exit planning profession or overall community through innovation and influence and is viewed by the Exit Planning Institute as a thought leader, risk-taker and specialist while showing characteristics of collaboration.
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