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by Colleen Kowalski on February 17, 2022
The Exit Planning Institute values thought leadership and professional development for all our professional advisors and business owners. The exit planning ecosystem is comprised of financial advisors, marketers, leadership experts, and exited business owners. The one thing they all have in common, they are passionate about helping business owners grow more significant companies. Many of these thought leaders have become authors. Passionately conveying their expert insights through their writings. The Exit Planning Summit provides every member of the exit planning community the chance to build upon their knowledge and connect with thought leaders in complementary areas.
Exit Planning Institute President, Scott Snider, shares, “I am excited to announce that the Exit Planning Institute has brought together 19 of the best authors in the EPI Community to showcase their work at The Exit Planning Summit. These authors will be led by Chris Snider, CEO of the Exit Planning Institute, Creator of the Value Acceleration Methodology, and author of Walking to Destiny. In 2013, Chris introduced the exit planning process that would change the profession and change the way we all approach exit planning. And in 2016, Chris brought this all together in his book which has become an award winner and the foundation of our Certified Exit Planning Advisor Credentialing Program. Chris, along with his fellow authors, will come together for an author meet and greet, book signing, and book giveaway at the Exit Planning Summit. I am honored to introduce these authors to you.”
Authors will be available during lunch on Monday, May 2, 2022, where they will give away up to 20 books and books. The authors will also be available during the Summit After Party on Tuesday, May 3, 2022, if you would like to purchase their books.
Chris Snider, Walking to Destiny
For Business Owners. By a Business Owner. Walking to Destiny is not only your essential resource to understand what makes your business attractive and ready for transition; it is a business owner’s handbook to know how to rapidly grow value and ultimately unlock the personal wealth trapped in your most significant financial asset: Your Business.
Connect with Chris
Justin Goodbread, Your Baby’s Ugly
With this book, you can improve your business in eight key areas to increase your company revenue and profits today, not just for when you sell your company. The real payoff comes from building value into your company, beyond annual profits. Follow this book, and you’ll have more sales, more profit, and even more exit options. This book will help raise you to new career highs in entrepreneurship, making the difference between selling your business for massive amounts of money or failing to get even a single offer. The sooner you read this book, the better.
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Gordon Bell, Discover Your Next Best Step
Life is full of unexpected twists and turns. Sometimes our intended path is clear. Other times, we find ourselves at a crossroads, struggling to choose between two or more opportunities. Which way should I go? This book provides the tools you need to navigate life’s unexpected ups and downs. Showcasing real-life examples from the author’s own triumphs and trials, this book will help you create your own unique roadmap. You don’t need to know your final destination. You simply need to figure out your Next Best Step. That’s it! Embrace the journey!
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Craig West, Enjoy It
Most people go into business not only to earn an income but also to build equity with a view to eventually selling. Enjoy It takes business owners through the 21 step business succession and exit planning process so that you can maximize the value of your business and achieve a successful exit.
Investing the time to develop a succession plan is one of the most important financial decisions a business owner may ever make, and this book shows you how to go about it.
Connect with CraigRochelle Clarke, The 5 Critical Succession Conversations
Are you struggling with telling your family that you do not want to work in the family business? As the owner, are you struggling with surrendering control to your successors? Successfully navigating the succession process within a family business requires a delicate touch. In this book, we explore the difficult conversations that you may encounter along the transition journey and help you anticipate and plan for them with minimal stress. With the goal of maintaining strong family and business relationships while effectively addressing tough subjects.
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Laura Queen, People Economics
This book shatters the barriers between traditional Finance and Human Resources by demonstrating that People Economics is a win-win for both companies and their employees. There have been many attempts to bring clarity to the term ‘human capital’, People Economics breaks through with common language and a relevant framework. The stories, real-life examples, and calculable metrics provide tangible ways to bring human capital measurement to life.
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Fred Johnson, The Reality of Change – Main Stage Speaker
In The Reality of Change, you will discover how to: Gain confidence in leading change through knowledge of what is to come. Embrace and engage change as a pivotal leadership quality Counter resistance and naysaying while avoiding blame and taking things personally Master change in the context of other key leadership traits Successfully guide your organization into new and promising waters This is a book that delves into the emotional and interpersonal challenges of change, both on the part of the leader and those he or she leads. It is incredible how deeply this book dives into core leadership issues. Your Key takeaway: if you’re not a master of change, it’s a master of you! It s much better to be at the wheel.
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Julie Keyes, Poised for Exit
Regardless of your age, gender, industry, or company size, you will eventually need to exit from your business. How well you exit is largely dependent upon how well and early you plan. This book is meant to help prepare you and your firm for an exit based on your own terms.
Your business exit will likely be the biggest financial transaction of your life, and for the majority, you have one shot at doing it right. The tools and checklists in this book are meant to help you lay some of the groundwork. It will also give you a guide for what comes after an exit.
Connect with JulieKeith Apton, Selling Your Business to an ESOP
Myths and misconceptions prevent many owners of closely-held businesses from considering selling their companies through an employee stock ownership plan (ESOP). For many such owners, ESOPs have advantages in terms of tax, financial, and intangible issues that no other transaction method can offer. This book is designed to educate owners, managers, and advisors of closely held businesses on selling to an ESOP. Armed with this book, you will be able to make a more informed decision about selling to an ESOP.
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Ali Nasser, The Business Owner’s Dilemma – Power Session Speaker
Too many business owners aren’t enjoying the success they’ve earned. The pressure of continuing growth while also planning their existing success leaves most owners overwhelmed.
Author Ali Nasser identified three critical dilemmas challenging their minds.
Ali has successfully turned those challenges into opportunities via the Wealth Integration System for Entrepreneurs™ (WISE™). This powerful and proprietary framework reveals how business owners can integrate business, wealth, and life decisions to create the outcomes they truly desire.
Connect with AliWayne Slavitt, Run it Like You’ll Sell It
Whether you are a business owner or know someone who is, the odds of succeeding in selling a company is only about one in five. A performance like that won’t even get you a swing of the bat in the minor leagues. Reading Run It Like You’ll Sell It will not only improve your batting average but will likely let you swing for the fences and score big time. Without a doubt, one day you will no longer own your business….so shouldn’t you start planning for that day? The longer you wait to work on the sale of your business, the more value you will lose. Run It Like You’ll Sell It lays out the process to get your company ready for sale to maximize the value of your business in a simple, easy-to-follow manner.
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Brian Callanan, Don’t Get Bullied By Your Bank
Where did the chip on the author’s shoulder come from; such that he wants to protect business owners as they exit for retirement? The chip comes all the way from the rough and tumble streets of Boston to the exclusive offices of private wealth management in Palm Beach.
Callanan takes the reader through his painful rollercoaster’s journey of generational alcoholism, bullying, and drug addiction as a youth. The book also includes him finding his faith in God. This faith helped him to deal with a baseball bat accident that took the life of a classmate, a family suicide, and more than one business market crash.
Connect with BrianJohn Dini, Your Exit Map
Your Exit Map covers the various strategies for transferring a business to new ownership. It describes the features that attract different classes of buyers, how they target companies for acquisition, and their methodologies for assigning value.
Over 200 illustrations, photos, graphs, and cartoons take the reader through the historical shifts that created a generation of Boomer entrepreneurs, and the equally powerful forces that are assembling to challenge their successful transitions. Humor and insight share each page, mixing entertainment with critical information for planning the biggest financial event of most entrepreneurs’ careers.
Connect with JohnKevin Minton, In Search of Balance
The most successful business owners are always in search of balance. Building a great business places extreme demands on your time and attention. Simply knowing you need a more balanced approach to life and business isn’t enough. You need a holistic solution that addresses business growth, CEO skill and capability, team growth and development, and lifestyle. Working across all dimensions allows you to free yourself up to do whatever you choose to do. That’s the real promise of entrepreneurship – freedom.
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Luci Gabel, Eat To Lead – Power Session Speaker
With over 20 years of professional and academic experience in her field, Leadership Optimal Performance Coach Luci Gabel has helped many of today’s successful leaders improve their health and achieve their goals. Her unique approach to food and lifestyle has generated boosts in energy and vitality her clients never thought possible. Now in Eat to Lead, Luci shares her secrets to unlocking the power of food, improving your leadership abilities, and changing how you look, think, and feel.
In as little as six weeks you can easily be eating smarter and experiencing how food can help you start your day strong, have long-lasting energy, make better decisions, stay focused, sustain good moods, get more sleep, avoid illness, and perform at your very best.
Connect with LuciTom Bronson, Maximize Business Value
Most business owners run their businesses without giving business valuation and exit planning much thought. Building business value and ultimately transitioning that business is a process that is very different from running a business. Roughly 83 percent of businesses that attempt a transition never complete a transaction. That means that only 17 percent of business owners exit successfully – and most of those have one thing in common. They are prepared. This book provides the road map business owners need to build massive value and start moving toward a successful transition.
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Rick Krebs, Sell Your Business by Design – Not by Default
Selling your business may very well be the single largest financial transaction of your life. You need to get it right. There are land mines out there, pitfalls that can cripple you for years to come. You will need to be smart.
Sell Your Business By Design, Not By Default reveals powerful strategies for tax savings that are not widely known by CPAs and tax advisors. This means you will get to keep more of your hard-earned cash. You will also learn how to launch the sale, not list the sale. You will learn how to choose the right advisory team and how to make a smooth transition for the new owners to ensure a maximum future payout.
Connect with RickLinda Ruffenach, How To Be a Bourbon Badass – Power Session Speaker
There is no right or wrong way to drink bourbon. You will never know which is your way until you try them all, and How to Be a Bourbon Badass will guide you on the path of your own bourbon adventure.
How to Be a Bourbon Badass, captures the storied history of America’s native spirit, explains the process of making liquid gold. From tales of legendary master distillers to stories of how lives were changed through newfound bourbon badass confidence. Ruffenach shares behind-the-scenes tales from bourbon industry experts and rock stars. Your journey to becoming a bourbon badass begins here!
Connect with LindaPaul Jan Zdunek, Cowboys and Conductors
Are you finding it increasingly difficult to traverse today’s complicated world? Have trouble finding your true purpose, surrounding yourself with the right people, or creating the perfect place within which to flourish personally and professionally?
You are not alone.
Listen in as a horse-whispering cowboy and orchestra conductor turned CEO share their journeys and lessons learned. Their boundless approach to extremely complex issues yielding transformative results is the essence of Grey Leadership®.
Saddle up for an epic ride through the vast terrain of humanship!
Connect with Paul
The 2022 Exit Planning Summit
We are excited to welcome hundreds of Certified Exit Planning Advisors Sunday, May 1 – Tuesday, May 3, 2022, to Scottsdale, Arizona for a conference where top advisors, their teams, and business owners come to build deep relationships, share unique experiences, and uncover innovative solutions for their business.
The Exit Planning Summit is the coming together of the CEPA Community. The best CEPAs from around the world collaborate with their supporting partners and colleagues that are all helping business owners to create more significant companies. CEPAs will develop new or further current relationships, learn best practices, and advance themselves as advisors. Advisors will leave the Exit Planning Summit not only galvanized to accelerate their practice but with the tools and connections to do so.
Learn more about the Exit Planning Summit and register to reserve your spot today!
