• Mergers and Acquisitions/Exit Planning - QuickRead Featured

    America’s Wealthiest People: Who are they?

    Who Are America’s Wealthiest People? Small- and medium-sized businesses are the engines that drive the American economy. An IRS study of everyone who died with a net worth of at least $600,000 (and thus was required to file an estate tax return) showed America’s wealthiest citizens all have one thing in common: they all held significant blocks of stock in closely held private companies.  In a nutshell, the surest way to get rich in America is to own a business. Want to know the actual numbers?   According to  IRS reports, over six million businesses file tax returns each year: 80…

  • Mergers and Acquisitions/Exit Planning - QuickPress

    The Exit Planning Institute Opens Northeast Ohio Chapter

    The Exit Planning Institute Opens Northeast Ohio Chapter  The Exit Planning Institute (EPI), NACVA’s Exit Planning partner and issuer of the Certified Exit Planning Advisor (CEPA) credential, has opened a new chapter that will be serving the Cleveland and Akron region in Northeast Ohio. The chapter president will be Christopher M. Snider, a partner at Aspire Management in Cleveland. Christopher M. Snider, CEPA and Exit Planning Institute Northeast Ohio Chapter President The chapter currently has approximately 30 members.  Its mission is to build collaboration among professional advisors in order to promote common business interests, develop educational events for business owners and…