How CEPAs & M&A Advisors Can Work Together – Episode 119

In this episode, Scott Snider, president of the Exit Planning Institute, shares his journey from a young entrepreneur to a leader in exit planning. He discusses the importance of the CEPA designation for advisors, the value acceleration methodology, and the need for business owners to prepare for life after selling their businesses. Scott emphasizes the significance of building relationships with business owners, aligning business and personal goals, and the common pitfalls in M&A transactions. He also introduces the STEP framework for personal planning and highlights the resources available through the Exit Planning Institute.

Key Takeaways

• Scott Snider's journey from a young entrepreneur to a leader in exit planning.
• The importance of planning for life after selling a business.
• CEPA designation helps advisors align business, personal, and financial goals.
• M&A advisors benefit from understanding the value acceleration methodology.
• Building relationships with business owners is crucial for advisors.
• Empowering conversations can lead to better outcomes for business owners.
• Aligning business and personal goals is essential for successful exit planning.
• The STEP framework helps owners clarify their personal goals.
• Preparation is key to navigating M&A transactions successfully.
• The Exit Planning Institute offers various resources for advisors.

About the Show

The M&A Mastermind Podcast delivers actionable insights and proven strategies for lower middle market dealmakers. Join host Nick Olsen and top industry experts as they discuss industry intelligence, deal management, shared successes, specialized expertise, and much more. If you serve the small to medium-sized business owner, this show will offer you tactics and insights you can use and implement, now, to become a master in M&A.

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Keywords

Mergers & acquisitions, exit planning, CEPA, M&A, business growth, value acceleration, personal planning, business owner relationships, professional advisors, entrepreneurship, Scott Snider