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
Neither Financially Simple, LLC nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances. Justin Goodbread, CEO of Heritage Investors, LLC, a Registered Investment Advisor, is an Investment Advisor Representative who offers advisory services through Heritage Investors. The information contained within the podcast is for informational purposes only and not considered investment advice. Seek help from a competent Financial Advisor.