Exit Planning Institute
Ryan Beltz is an experienced marketing and account management professional with a background in strategic client engagement and digital media. Currently serving as an Account Manager at the Exit Planning Institute since September 2024, Ryan previously worked as a Client Strategist at National Strategic Group, where involvement included managing the marketing strategies for multiple clients and coordinating cross-functional teams. Experience also includes directing marketing and e-commerce efforts at Slick Woody's Cornhole Co., where Ryan focused on authentic consumer engagement through social media. Other roles include Director of Digital Media at Big Time Sports Ohio and Director of Sales and Marketing at Great Court Insurance Agency, showcasing a strong capability in trend analysis and social media strategy. Ryan holds a Bachelor of Arts in Strategic Communications from The Ohio State University and a Master's Degree in Applied Politics from The University of Akron.
This person is not in any teams
Exit Planning Institute
The Exit Planning Institute is the Authority in Exit Planning and Value Acceleration Pioneering an industry since 2005, The Exit Planning Institute® (EPI®) serves an elite, high-caliber group of professional advisors, committed to serving the needs of business owners. These advisors come from diverse areas of professional specialty, including Attorneys, CPAs and Accountants, Business Brokers, Financial Planners, Valuation Advisors, Investment Bankers, Estate Planners, Commercial Lenders, Consultants, Wealth Managers, Insurance Professionals, Mergers & Acquisition Advisors, and other Professional Advisors. The Certified Exit Planning Advisor® (CEPA®) Credentialing Program, created in 2007, is the only program of its kind and offers professional advisors an innovative learning experience, best-in-class resources, and strategic tools to help them advance their exit planning practice. Introduced to the profession by EPI CEO, Christopher Snider, CEPA, the Value Acceleration Methodology® is the process taught at the CEPA Program which integrates exit strategy into business, personal, and financial goals of the business owner. The process consists of three major components, referred to as the “three legs of the stool”: Business, Personal, and Financial planning. Exit planning is business planning. It is about building, harvesting, and preserving family wealth for generations to come and integrating best-in-class business practices into daily operations. The Methodology focuses on enterprise value and is a revenue-producing model for professional advisors that is justifiable with the growth of overall enterprise value.