Join us for our 2nd Annual Owner's Forum presented by the Exit Planning Institute!
As a business owner, you're often faced with unique challenges and decisions. One of the most important is planning for your exit. Whether you're considering retirement, a sale, or a transition to a new owner, having a solid strategy in place is crucial.
Last year's inaugural event was a resounding success, bringing together a diverse group of business owners and advisors. We're excited to continue the momentum with our 2nd Annual Business Owner Forum.
Scott Snider, President of the Exit Planning Institute
This year, we are excited to highlight a keynote address from Scott Snider, President of the Exit Planning Institute, with an expected attendance of 100+ attendees.
Scott Snider is the 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 regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider 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 educate clients, achieve market distinction, and deliver real results.
Connect with Like-Minded Individuals:
Share Experiences: Craig Doescher will host a special conversation with an exited business owner.
Gain Insights: Discover valuable advice from industry experts.
Build Relationships: Network with other business owners facing similar challenges.
A Casual and Informative Gathering:
Our event is designed to be a relaxed and welcoming environment. There's no pressure to participate or network if you prefer to remain anonymous.
Orchard Lake Country Club
Key Highlights:
Panel Discussion: Hear from experienced business owners who have successfully navigated the exit process.
Expert Insights: Gain valuable advice from industry professionals.
Networking Opportunities: Connect with like-minded individuals and build relationships.
Who this event is for:
Business owners: You are welcome on your own or with an adviser.
Professional advisers: You are welcome to attend if you bring a business owner as your guest.
While professional advisers can benefit from this event, the content of this event is curated for business owners.
What you’ll learn:
Experts from a number of disciplines will present on the current mergers & acquisitions market, trends, and outlook for exiting your business.
Find out what business owners who have recently gone through this process learned going through it, and what they wish they’d have known before they started.
Gather new perspectives and ideas about what you can be doing to be ready for your exit.
As part of the program last year, we closed the event with what we called 5 x 5 x 5 - and it was so great that we’re doing it again!
About the event:
Where: Orchard Lake Country Club, 5000 W Shore Dr, West Bloomfield Township, MI 48324
When: November 7, 2024 at 8:00am-12:00pm
Hosted by: SE Michigan Exit Planning Institute Chapter
Cost: $75 per attendee
Inclusions: Full hot breakfast, coffee & other refreshments
How to Register: Click here to register for this event!
What is 5 x 5 x 5?
5 Professional Advisers, giving…
5 TED-style talks, each with…
5 Actionable Ideas
The 5 x 5 x 5 Speakers:
Sarah Greifenberger, Managing Director, Arbor Valuation & Consulting
Tim Jamison, Director & Investment Banker, Prairie Capital Advisors
Renee Hof Lacey, Private Wealth Advisor, Raymond James
Chris Sheeren, Partner, Longhouse Partners
David Hamilton, Founder and CEO, Kickpoint Ventures
Go check them out!
You’ll be sure to see the value in attending. Click here to register for this event!
