Peter G. Christman, CEPA CEO and Founder of the CHRISTMAN Group Founder of the Master Planning Ins?tute Co- Founder of the Exit Planning Ins?tute Peter Christman is an experienced, sought aeer public speaker, entrepreneur, corporate execu?ve and investment banker. During his career Pete has successfully sold more than 200 companies in a wide variety of industries. Transac?ons have ranged in size from several million dollars to over one hundred million dollars.! Peter is also the co- founder of the Exit Planning Ins?tute which educates business advisors on how to implement business owner exit planning into their prac?ces. The Ins?tute developed its own proprietary cer?fica?on program. Peter is an entertaining and sought aeer public speaker who has given hundreds of presenta?ons and seminars on the benefits of Exit planning and Master Planning. He is Author of The Master Plan and Co- Author of The Ten Trillion Opportunity Before becoming a middle market investment banker, Pete spent 17 years in high- level marke?ng and management posi?ons with both Ford Motor Company and Xerox Corpora?on. Merger and Acquisitions Exit Planning Master Planning Exit Planning Master Planning Writer Speaker Founder of the Co-Author of The $10 Trillion Opportunity Author of Master Planning CEPA Faculty Member 2013 Exit Planner of the Year 2014 Exit Planner of the Year Award renamed the Peter G. Christman Exit Planner of the Year Award Your prac7ce currently focuses on providing services to mentor business owners and advisors in the Master Planning Process. You would like to mentor colleagues who need help in all facets of exit planning As a mentor, you would be a good match if you plan to make exit planning your full?me prac?ce!
! Gordon Bell, CEPA Founder The Midland Group Gordon Bell has walked in your shoes. AEer working in the trenches as a CEO for many years, Gordon decided to begin sharing his hard- won business acumen with others who want to succeed. He has established himself as a trusted mentor and coach, helping numerous companies increase shareholder value while minimizing risk. The Midland Group offers a variety of services and educa?onal tools: Midland Management Solu?ons This system incorporates a series of comprehensive assessment tools and strategies designed to help business owners maximize shareholder value and minimize risk through strategic, opera?ng and legacy plans that combine your personal, financial and business goals. Gordon is a Cer?fied Exit Planning Advisor. Private Equity Capital Gordon has performed dozens of merger acquisi?on ac?vi?es. With an expansive network of established investor groups, Gordon can iden?fy the equity solu?ons that meet your specific needs. Lake Effect Publishing Gordon, a respected Chris?an leader, is wri?ng a book en?tled Servant LeaderShip Wisdom. The book will have complementary small group study guides and addi?onal materials targeted toward youth leaders. Gordon holds a B.S. and an M.S. degree from Purdue University. He aaended Harvard as a member of its Young Presidents Organiza?on program and is a former member of the World Presidents Organiza?on. Gordon is a 1986 Purdue University Alumni of the Year recipient. In 2010, Purdue s College of Consumer and Family Sciences chose to honor him as one of 105 treasured alumni in the school s 105- year history. He received a doctorate of foodservice from the North American Associa?on of Food Equipment Manufacturers, and he has nine patents in the Foodservice Equipment Industry. In addi?on, Gordon has a long history of service to numerous church, community and professional organiza?ons. In 2014, he was chosen to be a part of the Dancing with the Fort Wayne Stars celebrity cast. Gordon has also served on the board of trustees for Trinity Chris?an College and in various church leadership posi?ons, and he has a passion for providing pastoral care. He has also developed a church ministry called, Unemployed Let s Talk. Management Solutions Private Equity Capital Leadership Development Value Enhancement Analysis Strategic Planning Leadership Development Business Development Mergers and Acquisitions Private Equity CEPA Class of 2009 Vice President Central Indiana Your Prac7ce Currently Focuses on Midland provides services to business owners that want to build and grow or finish strong. We focus on improving shareholder value and minimizing risk. We also can provide?me tested private equity partners for companies with EBITDAs greater than $2 million. You would like to mentor colleagues who Midland would like to mentor colleagues that would incorporate the Exit Planning principles in their exis?ng prac?ce. The greater the number of services that the client provides plays to Midland's focus as being a holis?c provider. As a mentor you would be a good match if you plan to The best rela?onship would be having the ability to conduct a weekly call and meet on some level of frequency in the early stages of the rela?onship. My geographic reach is best suited toward Illinois, Indiana, Michigan and Ohio.
ScoE Snider Vice President, Exit Planning Ins?tute Opera?ng Partner, Snider Premier Growth Scoa Snider is the Opera?ng Partner at Snider Premier Growth, Inc. and serves as the Vice President of the Exit Planning Ins?tute (EPI) and President of the Cleveland Freeze, two companies owned by Snider Premier Growth. At EPI Scoa is responsible for overseeing the company s opera?ons, growth and chapter development. In addi?on, aeer playing professionally in the Professional Arena Soccer League, Scoa and several other partners founded the new PASL franchise the Cleveland Freeze. There as President, Scoa led the team to a Final Four appearance in their first year in the league. Scoa is a na?onally recognized young entrepreneur. He started his first business at age of 17 which he operated for eight years and successfully sold in 2010 to establish the family office with his father. He has been featured na?onally on ABC News Now, is a recipient of the Crain s Cleveland Business 40 Under 40 Award and the Na?onal Associa?on of Cer?fied Valuators and Analysts (NACVA) 40 Under 40 Award as well as the Northeast Ohio 25 Under 35 Mover and Shakers Award. Scoa is a graduate of the pres?gious Cleveland Bridge Builders Program, Class of 2013. On top of his business accomplishments he is a very ac?ve community leader. He is on the Board of Directors for America SCORES Cleveland, an advisor to the St. Edward High School Entrepreneurship Program, the Assistant Varsity and Goalkeeping Coach for the St. Edward High School Boys Soccer Team and the former Chair of the Cuyahoga County Next Genera?on Council. Entrepreneurship Exit Planning Value Acceleration Exit Planning Value Acceleration Sales & Marketing Business Planning Your Prac7ce Currently Focuses on at the Exit Planning Ins?tute we focus on the educa?on, training and prac?ce support for exit planning professionals and at Snider Premier Growth we focus on inves?ng on income producing businesses in the educa?on, technology and entertainment industries as well as real estate. You would like to mentor colleagues who look to implement exit planning services as a core part of their service offering at their firm and grow a new revenue stream for their prac?ce. As a mentor you would be a good match if you plan to the best type of rela?onship would be process driven and goals and deliverables at each major stage. If you are excited, ambi?ous and want to act quickly to harness a unique opportunity to add new services to your firm and differen?ate yourself amongst others.
Steve BeaEy, CEPA President Financial Solu?ons 4 Business Steve BeaEy has worked in the financial services industry since 1989. He has worked with NV Business Owners of closely held businesses primarily since 1994. Steve has been a member of the Million Dollar Roundtable since 1993. Steve has qualified for the Top of the Table since 2004, a dis?nc?on that only the top.2% of financial advisors worldwide. Steve has specialized in working with business owners in the areas of strategic tax planning, succession planning, business planning and estate planning. He also became one of the first graduates of the 401k Coach Program, a na?onal program from prominent 401k advisors. Steve has lived in Las Vegas since 1988. He graduated from the University of California- San Diego with a degree in Poli?cal Science. He started as sportswriter at age 16, working for the Colorado Springs Gazeae- Telegraph, San Diego Union and Los Angeles Times. He spent his junior year of college on an exchange program in Bergen, Norway, where he met his wife, Hilde. Exit Planning Financial Planning Insurance Tax Planning Exit Planning Business Planning Estate Planning 401K Programs CEPA Class of 2014 President Southern Nevada CEPA Faculty Your prac7ce currently focuses on providing services to You would like to mentor colleagues who As a mentor, you would be a good match if you plan
Sean Hutchinson, CEPA, CMAA CEO & Founder Strategic Value Advisors Mr. Hutchinson is the founder and CEO of Strategic Value Advisors, a firm focused on providing privately- held businesses advisory services in value accelera?on, transac?on valua?ons, and investment banking across the US. He is the former Managing Partner at Fortunato/Hutchinson, a Bay Area firm with core prac?ces in exit planning and value enhancement for privately- held middle- market businesses. In addi?on, Sean served at the CEO of Integra Realty Resources, a commercial real estate services firm headquartered in New York City. With 52 offices in North America and joint opera?ons in Canada, Asia, Europe and South America, Integra was at the?me of his leadership the largest firm of its kind in the world. Over the course of his career, he has advised numerous companies (management, owners, and boards) on growth, exit, succession, business planning, compe??ve strategy, franchising and licensing, business development, marke?ng, governance, and training/knowledge management. He currently serves on the Boards of two privately- held companies, including one that is controlled by an ESOP. He is a member of the Board of Advisors of the Exit Planning Ins?tute and president of its Northern California chapter. His interest in private and family- owned businesses is personal - his family's manufacturing company, Hutchinson Products, is celebra?ng its 59th year and in the process of transi?oning to a third genera?on of management. Value Acceleration Private Capital Mergers and Acquisitions Transition Planning Value Creation & Value Harvesting Strategic and Capital Planning Strategic Financial Management Business Development Private Capital CEPA Class of 2008 EPI Board of Advisors President Northern California CEPA Faculty Your prac7ce currently focuses on providing services to privately- held and family- owned/operated middle market companies with revenues between $15 million and $200 million. We are agnos?c regarding industry however, we do not provide services to high tech or bio tech companies. We are par?cularly interested in tradi?onal industries like manufacturing, distribu?on, agriculture, construc?on, and mechanical and electrical. We also have exper?se in professional services and managed informa?on technology consul?ng. Our prac?ce is na?onal in scope. You would like to mentor colleagues who...are collabora?ve learners and crea?ve problem- solvers, and who believe that innova?on and thought leadership drive our profession forward. As a mentor, you would be a good match if you plan to are seeking to build a robust stand- alone or integrated middle- market prac?ce in value accelera?on and transi?on planning.