The Best Investment Buffett Ever Made
This article was contributed by author Scott Snider, EPI Vice President A trait consistently seen among the ultra-successful? They self-educate by reading. This simple habit is powerful and the stories from some of the world’s most successful minds reinforce how making a commitment to reading is one of the best investments a professional can make. In a CNBC article on his live Facebook broadcast from Columbia University, Billionaire Warren Buffett discussed the book that changed his life: The Intelligent Investor, by Benjamin Graham published in 1949, sharing his philosophy on “value investing”… Read More
Emotional Considerations for Transitions
Business is personal. As will be an owner’s exit. 5 things to consider when looking ahead to transition. Great article by leader Ed Mysogland #exitplanning
The Power of Idea Sharing: Exit Planning Awareness in Local Communities
Exit planning has the powerful to change the future. Check out these local thought leaders #BigIdeas #exitplanning
Educating CEOs Worldwide on How the Triggering Event Adds Business Value
Check out a feature by CEO WORLD on how the Triggering Event Adds Buiness Value #exitplanning
Social Capital Through the Eyes of the Buyer (HMA Blog Post)
Great blog review from the President of HMA Public Relations on Walking to Destiny, zeroing in on Social Capital from the perspective of a buyer.
The Power of Feedback: Take the 2017 Member Survey
In fact, “The Power of Feedback” is one of our company core values #poweroffeedback #epi #cepa
Just Released: 2017 Regional State of Owner Readiness | Arizona
“For the first time in the history of the State of Owner Readiness research, the spouse is the most trusted advisor. The Arizona market has some very unique results that differ from other markets.”
EPI Thought Leadership in Action: Owner Education Events on the Horizon
Over the next ninety days, EPI and CEPAs across the country are teaming up to bring action-creating education to owners and professional development and network building events to advisors! There is an exciting lineup of releasing research studies, Owners Forums; awareness events, Chapter launches; and private Trade engagements up ahead. To keep you in the know, we would like to share what’s on our next “90-Day Sprint.” In collaboration with partners across the country, Chris Snider, EPI CEO, 2016 AM&AA Thought Leader of the Year, and award-winning author of Walking to Destiny,… Read More
Increasing Exit Planning Awareness: CEPA in the News
For those of you who work heavily in the exit planning community, you are familiar with one common challenge in the business owner community: lack of awareness. Owners don’t necessarily understand what exit planning really is, what you do as an exit planner to help them, or what the immediate benefits or impacts are to their business. Moreover, transaction advisors (whether brokers, investment bankers, PE firms, etc.) often don’t spend much time considering how to better bridge the distance between themselves and pre-transaction advisors, specifically exit planners, who frankly could make their… Read More
A Step Toward Exit Readiness in Long Island: The 2017 Long Island Owners Forum Recap
According to national research cited in the State of Owner Readiness Survey (primary research conducted by EPI and its supporting partners), many Baby Boomer business owners are experiencing the next stage in their business’s lifecycle. As these accomplished owners look ahead one, five, or ten years, they see transition, sale, or exit on their horizon. Not a surprising reality, but the concern begins when you look at staggering historical success (or fail) rates for transitioning a privately held business.
Snider Value Index 
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