The State of Exit Planning in 2021

Mikal Schalk of Wood Stone & Ivy is a member of XPX Tri-State
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Program produced by XPX DC Metro.

The State of Exit Planning in 2021

Despite the challenges and turbulence of 2020, the Exit Planning/M&A market has remained very active. Some industries have been significantly affected, while others have remained virtually untouched. In many cases, we have had to adjust our business practices, while still relying on the fundamentals. As we enter into the new year, please join us as Scott Snider, President of the Exit Planning Institute (EPI) gives us his perspective of what to expect, what might change and the fundamentals that remain the same. 

Our Speaker:

Scott Snider, Vice President – Exit Planning Institute (EPI) & Operating Partner of Snider Premier Group

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 regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe. He leads his EPI Global team from the Cleveland headquarters office.

Updated: September 2nd, 2021