Event Details

  • When: June 23 2016 8:00 am
  • Venue: Anders CPAs + Advisors
    • 800 Market St #500
      St Louis , MO

Exit planning is an important and essential part of business planning. Dave Fingerhut, a principle owner at Confluence Business Advisors, shares this invitation with you. If you are a:

Financial planner
Wealth manager
Strategic planner
Business advisor
Business owner

…you should be as interested in this event as we are!

The program conducted by Chris Snyder, the co-founder of the Exit Planning Institute and creator of the value acceleration methodology which is at the core of the Exit Planning Institute’s program, will be conducting an all-day workshop which will result in a certificate.

You will greatly benefit from the organized approach to evaluating your business from the standpoint of transition to retirement. semi-retirement, and strategic options on where you go from wherever you are today. Please see the chapter website HERE for further information.

CBA created this video for EPI because we believe in their mission and believe in the importance of exit planning as a core part in the business planning process. This promotional video produced by Rick Vaughn, Confluence Business Advisors’ Creative Director, reflects our skills in video production, event & business promotion, and branding.

Using an unrehearsed interview-style, the client is presented in an authentic, relaxed setting.
All of our video is shot in HD and produced with an eye towards telling your story across multiple social and digital platforms.

Connect with us today and receive your FREE, no obligation consult! We can layout a project of similar scope for you, tailored to fit your budget.