Exit Is Now - Plan Accordingly With Scott Snider: Recent Episodes
Scott Snider
Welcome to Exit Is Now, a podcast by exit planners, for exit planners. This podcast is hosted by Exit Planning Institute President, Scott Snider. Scott has over 20 years of exit planning experience. Expect to hear highly valuable conversations and discussions from some of the world's best financial advisors, exit planners, and more. Exit is now.
In this episode of Exit is Now: Plan Accordingly, I sit down with exit planning expert Joe to discuss the critical art of activating professional advisors and business owners on their exit planning journey. We dive into the nuances of understanding entrepreneurs beyond surface-level solutions, emphasizing the importance of curiosity, clarity of problems, and collaborative solution-building. Joe shares insights on how to engage effectively with business owners, the significance of recognizing their unique challenges, and the power of servant leadership in fostering trust and partnership. Whether you're a seasoned advisor or new to exit planning, this conversation offers valuable perspectives to enhance your advisory practice and better serve your clients. Tune in for an enlightening discussion that will inspire you to elevate your approach in exit planning.
In this episode, Scott Snider sits down with longtime CEPA Chuck Mohler to explore the power of collaboration, intentional planning, and creating freedom through value creation. Drawing from more than a decade in the exit planning profession and the lessons from his new book, Unlocking the Door to Freedom, Chuck shares how advisors can better position themselves to serve business owners and guide them toward meaningful outcomes. The conversation highlights why successful exit planning is never a solo effort. Chuck explains how trusted advisor teams, structured processes, and deep client relationships create the foundation for better decision making and stronger results. He also introduces the concept of the "time gap" and discusses how business owners can move from being operators trapped on a treadmill to owners with the freedom and flexibility to choose their next chapter. Throughout the discussion, Scott and Chuck reinforce a simple but powerful idea: value creation is ultimately about creating options. The more prepared a business owner becomes, the more control they gain over their future. ============================================ Hear more from Exit Planning Institute: https://exit-planning-institute.org/mastering-the-market https://blog.exit-planning-institute.org/how-ai-will-impact-exit-planning Hear more from Chuck Mohler: Read Unlocking the Door to Freedom on Amazon https://www.linkedin.com/in/chuckmohlerlasvegas/ https://eaglecorporateadvisors.com/ ============================================ Want to learn more? Go to: https://exit-planning-institute.org/ Follow us on LinkedIn: https://www.linkedin.com/company/exit-planning-institute Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/ #ExitPlanningInstitute #ScottSnider #Podcast #PlanAccordingly ============================================ SUBSCRIBE TO THE PODCAST: Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204 Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR ============================================ About Scott: Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe. Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
In this episode of Exit Is Now: Plan Accordingly, I dive into the concept of Narrative Intelligence and its pivotal role in exit planning. Join me as I speak with storytelling expert Chris, who emphasizes the importance of uncovering the hidden stories that shape business owners' journeys. We explore how these narratives can transform the relationship between advisors and their clients, fostering deeper connections that go beyond mere technicalities. Chris shares practical insights on how advisors can enhance their storytelling skills to better engage with business owners. This conversation sets the stage for a series focused on activating professional excellence in exit planning. Tune in to discover how embracing narrative intelligence can be the missing link in your exit planning strategy.
In this episode, Scott Snider continues the Vision and Rhythm conversation with Senior Director of Operations Chase Ross, focusing on two essential ingredients in the recipe for sustainable growth: Rhythm and Performance. Drawing on his unique journey through multiple roles at Exit Planning Institute, Chase shares how consistent communication, intentional planning, and disciplined execution help transform vision into results. From daily companywide meetings and quarterly renewal exercises to annual retreats and strategic planning sessions, he explains how rhythm creates alignment, strengthens culture, and keeps teams focused on what matters most. The conversation also explores the role of performance in building a value creator culture. Chase discusses the importance of dashboards, measurement, customer feedback, and accountability, emphasizing that even the strongest mentality, vision, and culture must ultimately produce results. Together, Scott and Chase provide a practical look at how organizations can create systems that support growth, engagement, and long term value creation.Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Scott: https://www.linkedin.com/in/scott-snider-epi/============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH SCOTT ON SOCIAL MEDIA YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgAFacebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835Website: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About Scott:Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
In Part 2 of this conversation, Scott Snider and Renee Russo shift from vision to execution by focusing on rhythm, the operating discipline that brings strategy to life.Renee explains that even the strongest vision will fail without consistent habits, structured communication, and accountability. From weekly meeting cadences to clear scorecards and data driven decision making, she outlines how rhythm creates alignment, surfaces issues early, and drives execution across every level of the business.The conversation also explores the human side of rhythm. From fostering trust and open dialogue in meetings to building social capital through intentional employee engagement, Renee highlights how culture, discipline, and connection all work together. When done right, rhythm not only improves performance, but strengthens teams, reduces complexity, and creates a more resilient, scalable organization.This episode builds on the foundation of vision and shows how disciplined execution is what ultimately turns strategy into long term value.============================================Hear how Exit Planning Institute talks about Rhythm:https://exit-planning-institute.org/the-annual-exithttps://blog.exit-planning-institute.org/employee-engagement-value-driverHear more from Renee Russo:https://www.linkedin.com/in/renee-russo-riseupbc/https://exit-planning-institute.org/mastering-the-market============================================Want to learn more? Go to: https://exit-planning-institute.org/Follow us on LinkedIn: https://www.linkedin.com/company/exit-planning-instituteConnect with Scott: https://www.linkedin.com/in/scott-snider-epi/#ExitPlanningInstitute #ScottSnider #Podcast #PlanAccordingly============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================ About Scott:Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe. Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
In Part 1 of this two part conversation, Scott Snider sits down with Renee Russo to explore one of the most critical, yet often overlooked, elements of value creation. Vision.Renee breaks down why vision is not just a leadership exercise, but a strategic driver of focus, alignment, and long-term enterprise value. From defining a clear ten year direction to building a practical three year picture, she explains how vision creates clarity for teams, drives better decision making, and ultimately shapes a company that is transferable and valuable.The conversation goes deeper into how vision connects to ownership mindset, employee engagement, and even succession planning. Renee challenges traditional thinking by emphasizing that vision must align not only with the business, but with the personal and financial goals of the owner. When done right, it creates a unified path forward that benefits the team, the buyer, and the long term sustainability of the company.This episode sets the foundation for understanding how great businesses are built with intention, alignment, and a clear picture of the future.============================================Hear how Exit Planning Institute talks about Vision:https://exit-planning-institute.org/the-annual-exithttps://blog.exit-planning-institute.org/employee-engagement-value-driverHear more from Renee Russo:https://www.linkedin.com/in/renee-russo-riseupbc/https://exit-planning-institute.org/mastering-the-market============================================Want to learn more? Go to: https://exit-planning-institute.org/Follow us on LinkedIn: https://www.linkedin.com/company/exit-planning-instituteConnect with Scott: https://www.linkedin.com/in/scott-snider-epi/#ExitPlanningInstitute #ScottSnider #Podcast #PlanAccordingly============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================ About Scott:Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization, along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe. Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Scott Snider takes the Podcast Stage again at the 2026 Exit Planning Summit and brings together four leaders who reflect the evolution of exit planning from early concept to a structured, scalable discipline. *Douglas Dickey and Craig West share perspective from the early days, when exit planning lacked formal process and required building systems from scratch. Today, their experience reinforces the importance of discipline, repeatable frameworks, and staying fully committed to helping business owners achieve meaningful outcomes. Wally Waldron and Renee Russo highlight where the profession is heading. Through intentional collaboration, community building, and a deeper focus on personal planning, they demonstrate how advisors can create greater impact by aligning business value with the human side of the owner journey. The takeaway is clear. Exit planning is not just about transactions. It is about building sustainable businesses, strong advisory ecosystems, and outcomes that matter beyond the deal. ============================================ Learn more about the 2027 Exit Planning Summit: https://exitplanningsummit.com/ Hear more from our guests: https://www.linkedin.com/in/doug-dickey-5710a59/ https://www.linkedin.com/in/wallywaldron/ https://www.linkedin.com/in/craigwest/ https://www.linkedin.com/in/renee-russo-riseupbc/ ============================================ Want to learn more? Go to: https://exit-planning-institute.org/ Follow us on LinkedIn: https://www.linkedin.com/company/exit-planning-institute Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/ #ExitPlanningInstitute #ScottSnider #Podcast #PlanAccordingly ============================================ SUBSCRIBE TO THE PODCAST: Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204 Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR ============================================ About Scott: Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe. Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.*****************
Live from the Podcast Stage at the 2026 Exit Planning Summit, Scott Snider brings together three perspectives that reinforce a critical idea. Great exits are built long before a transaction ever happens.
Todd Yeiter (Thought Leader of the Year) shares how advisors can create real impact by building collaborative ecosystems, activating their networks, and helping business owners engage in value creation earlier. Neil McPeak Jr. (Nominee for Exit Planner of the Year) adds a powerful lesson from experience, explaining how losing a major opportunity led him to reposition as a pre sale advisor and lead with personal planning to better serve owners through transition.
JT Tatem (President of Transworld Business Advisors) rounds out the conversation with insight into today’s M&A market, where demand from buyers continues to outpace the supply of truly prepared businesses. His perspective reinforces the need for early alignment, strong advisory teams, and businesses that are built to be attractive long before they go to market.
Together, these conversations highlight a clear takeaway. Exit planning is not an event. It is a disciplined process driven by mindset, preparation, and collaboration.
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Learn more about the 2027 Exit Planning Summit:
https://exitplanningsummit.com/
Hear more from our guests:
https://www.linkedin.com/in/jttatem/
https://www.linkedin.com/in/todd-yeiter-3787524/
https://www.linkedin.com/in/neilmcpeak/
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Want to learn more? Go to: https://exit-planning-institute.org/
Follow us on LinkedIn: https://www.linkedin.com/company/exit-planning-institute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
ExitPlanningInstitute #ScottSnider #Podcast #PlanAccordingly
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SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
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About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Season 4 continues with a special introduction to the Exit Planning Summit. In this episode, Scott sits down with Ben Utecht, the Summit’s opening keynote speaker, and Tommy Breedlove, the closing keynote speaker, to preview the powerful conversations ahead.
Ben shares insight into The Champion’s Creed and how belief systems, intentional culture, and disciplined mindset shape high-performing teams. Tommy discusses his keynote, Legendary Leadership: The Toughest Choice - The Mask or the Mirror, and the personal responsibility leaders must embrace if they want to grow, lead authentically, and build lasting impact.
Together, these conversations set the tone for the Summit by exploring culture, character, accountability, and the mindset required to lead at the highest level. If you are attending the Summit or considering it, this episode offers a preview of the ideas and energy that will define the experience.
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Hear from Ben and Tommy at the Exit Planning Summit:
https://exitplanningsummit.com/sessions/the-champions-creed-keynote
https://exitplanningsummit.com/sessions/legendary-leadership-the-toughest-choice-the-mask-or-the-mirror
Learn more about Ben and Tommy:
https://www.linkedin.com/in/benutecht/
https://www.linkedin.com/in/legendarybook/
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Want to learn more? Go to: https://exit-planning-institute.org/
Follow us on LinkedIn: https://www.linkedin.com/company/exit-planning-institute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
ExitPlanningInstitute #ScottSnider #Podcast #PlanAccordingly
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
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About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Season 4 continues with a real world example of culture in action. Scott sits down with Paige Wysocki to discuss her journey from intern to VP of Marketing and Brand Strategy and how documented culture creates clarity, consistency, and growth.
Paige shares how leaders scale culture through people, process, and intentional development, and how culture becomes a growth engine when it is clearly defined and lived.
For those looking to see what scalable culture looks like inside an organization, this episode brings it to life.
Hear how Exit Planning Institute talks about culture:
https://blog.exit-planning-institute.org/is-workplace-culture-really-important-to-the-sucess-of-your-business
https://www.forbes.com/councils/forbesbusinesscouncil/2025/10/16/culture-is-key-3-ways-to-make-it-tangible/
Hear more from Paige Wysocki:
https://podcasts.apple.com/us/podcast/flipping-the-script-paige-wysocki-interviews-scott-snider/id1663050204?i=1000670739180
https://www.linkedin.com/in/paige-koerper-wysocki/
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
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SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
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CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
In Part 2 with Ben Utecht, the conversation shifts from documentation to execution. Scott and Ben discuss how culture becomes measurable, scalable, and manageable when leaders treat it as an operating system rather than a slogan.
The episode explores how documented culture drives accountability, performance, and long term value creation.
For leaders who want culture to drive results and not just conversation, this episode shows what that looks like in practice.
Hear how Exit Planning Institute talks about culture:
https://blog.exit-planning-institute.org/is-workplace-culture-really-important-to-the-sucess-of-your-business
https://www.forbes.com/councils/forbesbusinesscouncil/2025/10/16/culture-is-key-3-ways-to-make-it-tangible/
Hear more from Ben Utecht:
https://benutechtspeaks.com/
https://exitplanningsummit.com/speakers/2837071706
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
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SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
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CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
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About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
This Season 4 episode begins the conversation on documenting culture. Scott sits down with Ben Utecht to explore why culture happens by default or by design and why leaders must be intentional about capturing what they believe.
Ben explains the importance of a culture creed and why documenting culture is essential before it can be scaled, measured, or managed.
For leaders serious about preserving culture as their organization grows, this episode lays the groundwork.
Hear how Exit Planning Institute talks about culture:
https://blog.exit-planning-institute.org/is-workplace-culture-really-important-to-the-sucess-of-your-business
https://www.forbes.com/councils/forbesbusinesscouncil/2025/10/16/culture-is-key-3-ways-to-make-it-tangible/
Hear more from Ben Utecht:
https://benutechtspeaks.com/
https://www.linkedin.com/in/benutecht/
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
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SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
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CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Season 4 continues with a foundational conversation on culture, belief, and mentality. In this episode, Scott sits down with Josh Koza to explore the pivotal moments, trust accelerators, and mindset shifts that helped shape EPI’s value creator culture.
Throughout the conversation, Scott and Josh discuss how culture is formed long before it is documented and why belief systems, trust, and defining moments matter more than tactics. The episode dives into what it truly means to be a value creator and how leadership mentality sets the tone for everything that follows.
If you are focused on building a strong cultural foundation before scale, this episode offers insight into how culture really begins.
Hear how Exit Planning Institute talks about culture:
https://blog.exit-planning-institute.org/is-workplace-culture-really-important-to-the-sucess-of-your-business
https://blog.exit-planning-institute.org/embracing-exit-readiness-new-mindset-business-owners
Hear more from Josh Koza:
https://exit-planning-institute.org/partners-and-pours
https://www.linkedin.com/in/joshuamkoza/
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Season 4 continues with Part 2 of the conversation with Dr. Fred Johnson, shifting the focus from awareness to action. Scott and Dr. Fred Johnson explore the leadership mentality behind high trust cultures and how trust accelerates or undermines performance.
The episode highlights why mentality matters more than strategy, how leaders shape culture through their decisions, and what it takes to turn trust into a true advantage.
For those looking to understand how leadership mindset directly impacts culture and results, this episode delivers clarity.
Hear how Exit Planning Institute talks about culture:
https://blog.exit-planning-institute.org/shooting-for-success-winning-culture
https://blog.exit-planning-institute.org/is-workplace-culture-really-important-to-the-sucess-of-your-business
Hear more from Dr. Fred Johnson:
https://www.initiativeone.com
https://open.spotify.com/episode/1eVQTzZRykHMSWMhaFvu4B?si=74a70a784455469e
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
In this Season 4 episode, culture is examined through an outside lens. Scott is joined by Dr. Fred Johnson to share insights on leadership awareness, belief systems, and the blind spots that quietly shape organizational culture.
The conversation focuses on seeing culture clearly before trying to change it. Scott and Dr. Johnson discuss trust, awareness, and the leadership mentality required to build a high-trust value creator culture from the inside out.
For leaders looking to better understand what is really happening within their organization, this episode sets the foundation.
Hear how Exit Planning Institute talks about culture:
https://blog.exit-planning-institute.org/shooting-for-success-winning-culture
https://blog.exit-planning-institute.org/is-workplace-culture-really-important-to-the-sucess-of-your-business
Hear more from Dr. Fred Johnson:
https://www.initiativeone.com/
https://open.spotify.com/episode/1eVQTzZRykHMSWMhaFvu4B?si=74a70a784455469e
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Season 4 is officially underway and this Quick Look episode gives you a preview of what is ahead.
In this short episode, we are sharing highlight clips from the first few conversations of Season 4. You will hear insights from exit planning experts, advisors, and business owners as they dive into real-world strategies, lessons learned, and the moments that matter most when preparing for a successful exit.
If you are thinking about succession, value growth, or what comes next for your business or clients, this Quick Look offers a snapshot of the themes and conversations shaping Season 4.
New episodes are coming soon. This is just the beginning.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
In this special episode of the "Exit Is Now" podcast, Scott reviews some of the top moments from the Exit Is Now Podcast and teases some of our upcoming guests for our 2026 season.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Join us for a Flip the Script episode of The Exit Is Now podcast as Kris Snyder interviews Scott Snider in a thoughtful and personal conversation about leadership, succession, and the emotional side of exit planning. Scott shares his experience stepping into a second generation role, navigating family expectations, confronting burnout, and redefining success beyond work. Kris guides the discussion toward the deeper challenges that business owners face, including identity, communication, conflict, and the process of letting go. This episode offers advisors and owners a powerful look at the human factors that shape every transition.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Join us for a special episode of The Exit Is Now podcast as Scott Snider welcomes 2025 Exit Planner of the Year, Joe Seetoo. In this conversation, Joe shares what it means to be a best in class advisor, exploring how to change the way we engage with owners, the importance of collaboration and chapter leadership, and the value of lifelong learning. From developing the Strategist toolkit to building Morton into a scalable firm, Joe offers practical insights that every advisor can use. Whether you’re just starting your CEPA journey or refining your practice, this episode is filled with strategies to help you grow and lead with impact.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Join us for a Partner Summit Special episode of The Exit Is Now podcast as Scott Snider welcomes Andrew Nikolai of CSG Partners to discuss the rising role of employee ownership in exit planning. Andrew explains why ESOPs are a powerful option for business owners, offering unique tax benefits, cultural continuity, and wealth-building opportunities for employees. He walks through the ideal company profile, outlines the three-stage process from education to transaction, and highlights why ESOPs are becoming a more mainstream choice in the era of the silver tsunami. This episode provides practical insights for advisors and owners alike on how employee ownership can align purpose, legacy, and liquidity.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Join us for a Partner Summit Special episode of The Exit Is Now podcast as Scott Snider welcomes Shina Culberson, President of Quist Valuation. With more than 40 years of experience, Quist specializes exclusively in business valuation and serves as a trusted partner to CEPAs nationwide. In this conversation, Shina explains why valuation is purpose-driven, outlines the different approaches used across the Value Acceleration Methodology, and walks through the process of delivering a certified valuation. She also explores the role of AI in valuation and why judgment, experience, and relationships remain irreplaceable. Whether you are an advisor guiding clients or an owner beginning your exit journey, this episode will deepen your understanding of valuation’s critical role.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Join us for a Flip the Script episode of The Exit Is Now podcast as Drew English, EPI’s Director of Membership, interviews Scott Snider about the future of membership and the meaning of member entanglement. Together they unpack why EPI is investing in a new membership strategy, how entanglement differs from engagement, and what tools are helping CEPAs implement value acceleration more effectively. Scott also shares the long-term vision for CEPA growth, the role of the Beyond CEPA Path, and why building deeper relationships is critical for the profession’s future. It’s an honest look at culture, retention, and the power of community.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Join us for a Partner Summit Special episode of The Exit Is Now podcast as Scott Snider welcomes Rick Krebs, owner of MyBizValue, business sales expert, and president of EPI’s Utah Chapter. Rick shares how he identified a market need for affordable valuations at the triggering event, helping advisors and owners shift from an income generation mindset to value creation. He also discusses the power of collaboration over competition, the growth of the Utah Chapter into a thriving community, and the unique educational approaches such as storytelling and Reverse Shark Tank that keep business owners engaged. Packed with practical advice and powerful stories, this episode highlights what it takes to be a best in class advisor and leader.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
In this episode of The Exit is Now podcast, host Scott Snider welcomes Jeff Armstrong, a seasoned entrepreneur and Partner at Cultivate Advisors through DriveValue.com. Together, they explore the pivotal role Cultivate Advisors plays in the exit planning ecosystem, offering strategies and insights that help business owners prepare for their next chapter. Jeff also shares how his own journey as a business owner has shaped his perspective and approach, bringing real-world experience to the clients he serves.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Join us for an insightful episode of The Exit Is Now podcast as Scott Snider welcomes Rebecca Davis to the studio. In this conversation, Rebecca shares how her clinical background informs her work with business leaders, helping them address burnout, boundary-setting, and culture misalignment head-on. They explore why leadership health is foundational to company value, how culture issues show up in due diligence, and what business owners can do today to prepare both themselves and their teams for the future.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Join us for an exclusive episode of The Exit Is Now podcast as Scott Snider flips the mic with EOS Implementer Kyle Danner in a candid conversation about operational structure, leadership growth, and culture at scale. Scott opens up about how implementing EOS helped decentralize the business, create a healthier team dynamic, and enable more deliberate decision-making. From printing and distributing their VTOs company-wide to creating systems that fuel both business and personal planning, Scott shares the tools and mindset shifts that have taken EPI from 11 to 50+ employees. They also explore the evolving definition of ownership, what it means to lead with authenticity, and how structure can actually spark creativity.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Join us for an exclusive episode of The Exit Is Now podcast as Scott Snider welcomes Neil McPeak into the studio for an honest and impactful conversation. From Olympic rowing to co-owning a multi-advisor firm with his father, Neil shares how discipline, team dynamics, and one major client loss reshaped their entire business model. He opens up about transitioning from general advising to pre-sale business owner specialization, and how reframing their approach with referral partners has led to deeper relationships and more meaningful work. Scott and Neil also reflect on shared lessons from their landscaping days and how that grit carries forward into legacy-building conversations with the next generation.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Join us for a compelling episode of the Exit Is Now podcast as Scott Snider sits down with M&A advisor and author Scott Bushkie for a candid conversation on what it really takes to sell a business. Scott shares insights from 25 years in the trenches—from his early days as the “gas station king” to building a boutique investment bank serving the underserved lower middle market. They explore how the M&A profession has evolved, what owners should expect during a sale, and the emotional weight of letting go. Scott also dives into his book Finish Strong, which helps business owners navigate value, timing, and life after the sale.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Join us for an exclusive episode of The Exit Is Now podcast as Joe Slatter, founder of Better Practice, takes the host chair in a special Flip the Script edition. Joe and Scott Snider explore the evolution of EPI’s culture from a tight-knit team of friends to a scalable organization of 50+ employees. Scott opens up about his transformation as a leader, the challenges of maintaining soul while scaling excellence, and the tools that helped shape EPI’s foundation. They discuss the intentional frameworks behind the company’s growth, how cross-functional collaboration fuels value, and what legacy means as EPI enters its next chapter.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Join us for an exclusive episode of The Exit Is Now podcast as we flip the script with 2025 Exit Planner of the Year, Joe Seetoo. Joe steps into the host chair to interview Scott Snider in a personal, behind-the-scenes conversation that covers everything from business growth and family dynamics to mental health and financial clarity. Scott opens up about building EPI alongside his father, finding balance through elite goalkeeper training, and what’s next for the profession including a powerful new platform connecting advisors and business owners.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Join us for an exclusive episode of the Exit is Now podcast, broadcasting from the highly anticipated Exit Planning Summit. Scott Snider welcomes Renee Russo, Ken Sanginario, and representatives from ELLA to the show. Renee, recently named Thought Leader of the Year, shares how she’s leveraged the LinkedIn platform to elevate her voice and drive impact. Ken reflects on two decades of exit planning—what’s changed, what’s stayed the same, and where the profession is headed. And the team from ELLA, the sponsor of the Summit Podcast series, talks about their role in supporting advisors and their unforgettable sunset cruise experience.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Join us for an exclusive episode of the Exit is Now podcast, broadcasting from the highly anticipated Exit Planning Summit. Scott Snider is joined by Carrie Kerpen and Chris Snider to celebrate a major milestone and the power of representation. Carrie discusses the impact of the Women in Exit Planning Symposium, the Summit author showcase, and the growing presence of women in the industry. Chris reflects on ten years of the Exit Planning Summit—how far it’s come, what’s changed, and why this anniversary marks a turning point for the community.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Join us for an exclusive episode of the Exit is Now podcast, broadcasting from the highly anticipated Exit Planning Summit. Scott Snider sits down with Joe Seetoo, Rick Krebs, and Rich Jackim for a special look at what success means from multiple perspectives. Joe shares what it’s like to be recognized as an industry leader and talks about his new magazine tailored for business owners. Rick dives into his chapter-focused work and how he's creating unique experiences for people. And Rich—one of the original founders of EPI—reflects on the early days of the movement and what’s shaped its evolution.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
In this episode of "The Exit is Now" podcast, host Scott Snider sits down with Kris Snyder to go back to the early days of Vox Mobile. While many know him today through Ninety, they discuss how carving out Vox from another company led to lasting growth, what it was like to build through a recession, and key lessons from his first venture-backed business.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
In this episode of "The Exit Is Now" podcast, host Scott Snider sits down with Exit Planner of the Year, Amy Wirtz, to discuss the upcoming Exit Planning Summit at the Sunseeker Resort in Charlotte Harbor, Florida. Their discussion focuses on the latest industry trends and statistics that are shaping the world of exit planning. As the Summit approaches, it serves as a gathering point for professionals to exchange insights and dive into emerging topics that are critical for business owners and advisors alike. Join us for a preview of what’s to come and an in-depth look at the trends you’ll see discussed at the Exit Planning Summit.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
In this episoide of "The Exit is Now" podcast, host Scott Snider sits down with KC McKenna, President of St. Edwards High School, to talk culture, next generation leadership, and how McKenna is a business owner in his own sense. Together, they deep dive into what makes a culture and how fostering that culture can create a workplace employees want to be in.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
In this episode of The Exit is Now podcast, host Scott Snider sits down with Greg Merrill and Andrew Shantz to discuss deepening relationships with owners and cultivating the next generation of leaders within a company. Together, they explore how fostering trust, developing leadership, and aligning business priorities can create a foundation for sustainable success and growth.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
In this special episode of the Exit Is Now podcast, Sean Hutchinson, flips the script by interviewing Scott Snider. Together, they talk about Scott's first ever Summit back when it was called the International Exit Planning Institute Conference. They also dive into EPI Culture and why the Exit Planning Institute changed during the pandemic.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
In this episode of "The Exit Is Now" podcast, host Scott Snider sits down with current Exit Planner of the Year, Amy Wirtz, to discuss her journey as an exit planner and a family business consultant. They talk about Amy's history with Scott and EPI as well as dive deep into how and why she became a CEPA through wanting to teach the methodology and more.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Are the three legs of your stool aligned? In this episode, Scott Couchenour, founder of Serving Strong, joins Scott Snider in the Exit is Now studio to discuss the importance behind prioritizing personal planning in addition to financial and business planning.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
According to the 2024 National State of Owner Readiness, the fourth most trusted advisor is actually a spouse. In this episode, Scott Snider dives deep into this topic with Josh Fuller, CEO of Fuller’s Collision Group, and Michelle Fuller, CIMA®, CETF®, CEPA® at Growth Accelerated who navigate this dynamic on a daily basis. Tune in to find out if it's possible for your spouse to be your most trusted advisor.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
In this special episode of the Exit Is Now podcast, the 2024 Exit Planner of the Year, Amy Wirtz, flips the script by interviewing Scott Snider. Together, they explore the journey of managing growth through the lens of the Value Acceleration Methodology. Scott shares his experience of growing a business—first by scaling systems, then by developing the team—and what it has been like navigating these changes as a business owner. They dive deep into his ownership journey, focusing on how to foster entrepreneurship within a company, even when employees aren’t directly immersed in the entrepreneurial process.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
In this special episode of the "Exit Is Now" podcast, Scott reviews some of his favorite moments from the Exit Is Now Podcast and teases some of our upcoming guests for our 2025 season.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
In this episode of "The Exit Is Now" podcast, Scott Snider interviews Julie Keyes. They dive into the evolving landscape of advisory firms and personal planning for business owners. They explore traditional manufacturing businesses and how they relate to personal planning strategies. The conversation shifts to how advisory firms—whether banks, wealth management firms, or CPA accounting firms—are adapting by improving cross-communication across all aspects of their services. They also discuss the importance of collaboration between generations in the business world. Tune in for valuable takeaways on how advisors and business owners can navigate these changes effectively.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
In this special episode of the Exit Is Now podcast, EPI’s CEO, Chris Snider, flips the script by interviewing Scott Snider. Together, the discuss Scott's personal journey as an entrepreneur and the son of a family business owner. Join them as they reminisce where they were, where they have been, and where they are going as entrepreneur's and business owners.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
In this episode of "The Exit Is Now" podcast, host Scott Snider sits down with Mike Berlin to dive deep into his remarkable exit journey as a business owner. They explore the pivotal moments that shaped Mike’s decision to transition, the challenges he faced, and the strategies he used to ensure a successful exit. Mike shares insights into the emotional and practical aspects of stepping away from the business he built, offering listeners valuable lessons on planning, navigating uncertainty, and aligning personal and financial goals.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
In this episode of “The Exit Is Now” podcast, Scott Snider interviews Pete Walsh, AKA Coach Pete. They discuss Pete’s journey from his family business to becoming a leadership coach for family businesses worldwide. They discuss insights from his book, Family Business Playbook: Your Family’s Path to Long-Term Success, and reflect on deliberate practice, the power of resilience and coaching leadership.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
In this episode of "The Exit Is Now" podcast, Scott Snider interviews Justin Goodbread. They discuss Justin's journey as a business owner and how he learned his entrepreneur mindset from his father many years ago. They also talk about the bumps and struggles through this journey.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
In this special episode of the Exit Is Now podcast, EPI’s Director of Marketing, Paige Wysocki, flips the script by interviewing Scott Snider. Together, they explore the importance of mentorship, innovation, and the professional growth of the team at the Exit Planning Institute (EPI). Scott dives into how EPI’s marketing evolution has shaped the organization’s brand and its impact on business attractiveness and readiness across the 4 C’s. The conversation touches on decentralization for business owners, the value of documenting brand information, and how marketing plays a crucial role in value creation. They also discuss an exciting new project.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Kim "Mo" Mahoney, a retired Colonel in the US Marine Corps, and Travis Rose, a retired sniper in the 75th Ranger Regiment, U.S. Army, sit down with Scott Snider. They discuss their military careers, the transition to civilian life, and how they became successful financial advisors. They highlight the importance of teamwork, education, and the CEPA program in their journey to becoming trusted advisors. The conversation also touches on leadership, communication, and the value of collaboration in exit planning.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Business partners Dan Gramann and Greg Maddox from Cultivate Advisors join Scott in the Exit is Now podcast studio. They discuss their journey from initial failures to success, emphasizing the importance of diffusing egos and identifying strengths in business partnerships. They also delve into the findings of the 2023 State of Owner Readiness survey and explore six key business elements that create significant value. Their deep business owner research complements the survey, providing valuable insights into owner readiness and business growth.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
In This episode of "The Exit Is Now" podcast, host Scott Snider interviews Terry K. Johnson, Chief Revenue Officer at Generational Group. Terry shares his journey from co-owning an automotive parts distribution business with his father to growing it to $300M in revenue and selling it to a public company. They discuss family business dynamics, sponsoring a NASCAR team, and the importance of company culture. Terry emphasizes the significance of owner education and the value of thorough business valuation and integration planning.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
In this episode of "The Exit Is Now" podcast, host Jocelyn Bires interviews Scott, the Operations Manager at the Exit Planning Institute (EPI). They discuss Jocelyn's pivotal role in organizing the Exit Planning Summit, which has grown significantly since 2022. Jocelyn shares her journey from handling administrative tasks in 2019 to leading the summit's operations. Scott reflects on his own experiences with the summit, emphasizing the importance of continuous learning and adaptation. They also explore the future vision for the summit, including plans for smaller, more intimate events. Scott and Jocelyn delve into personal and professional growth, highlighting the importance of purpose and vision in their entrepreneurial journeys.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Scott is joined in the Exit is Now Studio by Matt DiFrancesco, from HighLift Financial, with a conversation surrounding finding your niche in the marketplace.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Do you know the impact that health has on your business? Discover the crucial connection between health and business success in this enlightening episode, where Scott Snider engages in a compelling dialogue with Luci Gabel. Gain profound insights into the profound impact of health on leadership effectiveness and overall organizational performance. Don't miss this invaluable opportunity to uncover strategies for optimizing health to drive personal and professional success.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Scott is joined in the Exit is Now studio by EPI's Manager, Strategic Relationships - Josh Koza - for our newest Flip the Script episode. In this episode, Scott takes the hot seat as we dive into bucket lists, how EPI's hiring process has changed over the years, and more!
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Join us for an exclusive episode of the Exit is Now podcast, broadcasting from the highly anticipated Exit Planning Summit. Delve into insightful discussions with attendees, speakers, and partners. Don't miss this unique opportunity to gain unparalleled knowledge and expertise in the world of exit planning.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Join us for an exclusive episode of the Exit is Now podcast, broadcasting from the highly anticipated Exit Planning Summit. Delve into insightful discussions with attendees, speakers, and partners. Don't miss this unique opportunity to gain unparalleled knowledge and expertise in the world of exit planning.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Join us for an exclusive episode of the Exit is Now podcast, broadcasting from the highly anticipated Exit Planning Summit. Delve into insightful discussions with attendees, speakers, and partners. Don't miss this unique opportunity to gain unparalleled knowledge and expertise in the world of exit planning.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
In this must-listen episode, Scott Snider is joined by Scott Mashuda and Todd Torquato to delve into the fascinating journey of forming REAG. Explore their insights on the current M&A market landscape and gain valuable understanding of how they support Certified Exit Planning Advisors (CEPAs). Tune in for a riveting discussion packed with invaluable knowledge and actionable strategies for navigating the complexities of exit planning.
Scott is joined in the Exit Is Now Studio by EPI's Product Development Manager, Chase Ross. During this episode, Scott is in the hot seat as Chase asks him questions about EPI's initial transition to a virtual work and education model, how work from home impacted growth, and the most pressing question for any podcast host: how does Scott feel about listening to the sound of his own voice each episode? You won't want to miss this one!
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Scott Snider is joined by Justin Castelli on this episode of the Exit Is Now Podcast. If you joined EPI at the 2023 Summit you know Justin as one of our highest rated Power Session speakers. He is the Founder of RLS Wealth, PRST, and author of More than Money. On this episode Scott dives in to Justin's financial advisory and entrepreneurial journey as Justin moves towards a creator first business with financial advisory as a second focus.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Aaron Stine joins Scott Snider in the Exit Is Now Podcast Studio to discuss the acquisition journey of Maus by his Private Equity firm. Delving into the strategic vision for Maus, Aaron sheds light on its trajectory and offers insights into the future landscape of exit planning. As one of the longest running partners of the Exit Planning Institute, Maus occupies a significant position within the realm of exit planning, particularly in the software sector. Tune in to hear more about the future of exit planning.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Dan Negroni joined EPI as the Keynote speaker of the 2018 Exit Planning Summit and we are happy to have him in the Exit Is Now Podcast Studio. Dan is a generational expert, a culture expert, and is an attorney by trade. He talks with Scott Snider about culture, generations, and growth. Dan will also be heading to Marco Island for the Exit Planning Summit this April.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
As one of Scott's closest friends, one of the longest tenured EPI team members, and a key member of the EPI Leadership team, Jesse Hudson stepped into the Exit Is Now studio to flip the script and ask Scott some questions about his evolution at EPI, the growth of the CEPA community, and where he thinks the exit planning industry is going in the next few years.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
A lot of people know of John Warrillow. As a young man entering EPI with his dad 12 years ago, John had a huge influence on Scott Snider. They are going to dive into some of the content from his books on the show today. Scott and John talked about the sellability score, and his path toward founding Value Builder, one of EPIs longest running partners, and his entrepreneurial journey. John has exited four businesses and they talk a bit about each one!
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Scott is joined by one of the most fasinating people in the exit planning space. Kerry Siggins is the CEO of Stoneage, Entrepreneur of the Year, new author of the Ownership Mindset, speaker, and will be a speaker at the Women in Exit Planning Symposium in April at the Summit. Kerry and I talked about turning her business into an ESOP and how to get buy in from your team.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
We are officially into season two of the Exit Is Now Podcast! Join as Scott Snider shares some insights into this season of the podcast, highlights some new research from EPI, and gives a sneak peek at upcoming guests and topics for this new season!
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Paige and I review some of our favorite moments from the Exit Is Now Podcast and tease some of our upcoming guests for our 2024 season. Next year we are also flipping the script and I will be the one in the hot seat as the EPI Team interviews me!
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
On this episode of the Exit Is Now Podcast, Scott Snider is joined by Jessica Failkovich, business exit expert and Founder of Exit Factor. Jessica and Scott discuss Jessica's journey to exit planning, her past careers, and her book, Getting the Most for Selling Your Business.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
On this episode of Exit Is Now, Scott Snider is joined by two CEPAs from FocusCFO, Darren Cherry and Michael Stier. Darren, Michael, and Scott talk about the functional specialists on the exit planning team and how CFOs play a pivotal role in the value acceleration methodology.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Another great guest and another fellow young entrepreneur, Casey Clark. We have a lot in common and have grown some pretty significant companies over our careers and are now in the same industry: helping business owners grow their businesses.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Join Scott Snider for an insightful and inspiring podcast episode as he talks with Mike McGrann. Mike's journey in the world of family business and family enterprise education has been nothing short of remarkable. Since joining the CEPA faculty, he has left an indelible mark by educating over 3,000 CEPAs in our CEPA programs.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Scott Snider is joined by a very special guest on the Exit Is Now podcast. Mike Fischer is the managing partner at Wilco Tech. He is an investor in multiple ventures and an exited owner himself. Scott's story with Mike goes back to 11 years ago when EPI worked out of Mike's former office behind a cigar shop. Mike shares the stories of building a business that was independent of him and one that he knew he was going to sell.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Scott Snider is joined in the Exit Is Now Podcast studio by award winning CEPA, Julie Keyes. Julie shares invaluable business growth lessons from her past and present businesses. Scott and Julie talk about her role as a woman entrepreneur for over 35 years and how she incorporates exit planning into her strategies, showcasing how her journey shapes her approach to guiding others through successful exits and business transitions.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Join Scott Snider as he sits down and talks with his father, Christopher Snider. On this episode, Scott and Chris dive deep into the remarkable 10-year entrepreneurial journey that transformed EPI from a small start up into a decentralized and scalable business. Join us as we unravel the captivating narrative of Chris Snider, not just as the author and creator of the Value Acceleration Methodology, but as a determined business owner. See how Chris orchestrated the evolution from humble beginnings to a groundbreaking decentralized model.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Join Scott Snider as he sits down and talks with his father, Christopher Snider. On this episode, Scott and Chris dive deep into the remarkable 10-year entrepreneurial journey that transformed EPI from a small start up into a decentralized and scalable business. Join us as we unravel the captivating narrative of Chris Snider, not just as the author and creator of the Value Acceleration Methodology, but as a determined business owner. See how Chris orchestrated the evolution from humble beginnings to a groundbreaking decentralized model.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/ ============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR ============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast ============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe. Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Join Scott Snider as he welcomes 2023 Exit Planner of the Year, Joe Strazzeri, and his son Sal Strazzeri to the Exit Is Now Podcast studio. Joe and Sal share their entrepreneurial journey as father and son and how they are planning for an ultimate family business transition. See how Joe plans on transitioning to the next generation, and how Sal, currently in law school, prepares for the distant future.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/ ============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR ============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast ============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe. Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
From the early days when EPI was a small organization with big dreams, to its current status as a thriving entity with 5,000 CEPAs, Joshua Koza has been there every step of the way, playing a crucial role in its growth and success. His wealth of experience and deep understanding of EPI's journey make him the perfect person to share the tales of that have shaped the organization's path. Join Scott and Josh as they highlight the challenges overcome, the lessons learned, and the unwavering commitment that propelled EPI to where it stands today.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/ ============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR ============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast ============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe. Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
A critical part of preparing for a generational transition is having a structured approach to how you prepare the next generation for ownership and leadership roles. Listen as Scott, Rick, and Joe discuss their role as next generation owners.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/ ============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR ============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast ============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe. Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Michael Sheppard defies the mold of a typical Financial Advisor by recognizing the power of community involvement in education to ignite a passion for finance. He strives to make a positive difference in the community in many ways such as inspiring inner-city school children by exposing them to career possibilities in finance and sowing belief in their minds. Tune in to Scott and Michael's conversation, where they explore the significance of adopting a smarter approach as an advisor, emphasizing education, long-term planning, and steadfast client support.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/ ============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR ============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast ============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe. Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
On this week's special edition episode of Exit Is Now: Plan Accordingly, Scott Snider is joined by two of the 2023 Exit Planning Summit Power Sessions Speakers. If you have attended the Exit Planning Summit, you know that the Power Sessions are about breaking out of the norm and expanding your worldview. Hear from two of the 2023 Power Sessions speakers as well as EPI's Manager of Strategic Relationships, Josh Koza.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/ ============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR ============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast ============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe. Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
This year Exit Planning Institute is celebrating the eleventh anniversary of the Excellence in Exit Planning Awards, sponsored by REAG. Meet the three award winners and hear their insights on leadership within the exit planning community.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/ ============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR ============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast ============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe. Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
On this week's episode of Exit Is Now: Plan Accordingly, Scott Snider is joined by Alex Freytag, Founder of ProfitWorks and Expert EOS Implementer. Scott and Alex talk about the path of an entrepreneur and how EOS and the Value Acceleration Methodology impact business value.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/ ============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR ============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast ============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe. Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
On this week's episode of Exit Is Now: Plan Accordingly, host Scott Snider is joined by Jim Kubacki. Servant Leadership is more than a popular adjective used in the modern times; it is the truest expression of a person invested 100% in others. Tune in to hear Scott and Jim talk about how anyone can learn the skills that enable one strong leader to transform entire organizations.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/ ============================================
SUBSCRIBE TO THE PODCAST: Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR ============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast ============================================
About Scott: Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe. Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
On this week's episode of Exit Is Now: Plan Accordingly, host Scott Snider is joined by CEO of Exit Planning Institute and author of Walking to Destiny, Christopher Snider. Chris will share some insights into his writing process, updates to the newest edition of Walking to Destiny, and what advisors and owners can expect in the new book! Want to learn more?
Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/ ============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR ============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast ============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe. Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
On this week's episode of Exit Is Now: Plan Accordingly, host Scott Snider is joined by Dan Dwyer and Drew English. Dan and Drew share their insights into the Value Acceleration Methodology as two former EPI employees and how they utilize the methodology in their current roles outside of EPI.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/ ============================================ SUBSCRIBE TO THE PODCAST: Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204 Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR ============================================ CONNECT WITH SCOTT ON SOCIAL MEDIA YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835 Website: https://exit-planning-institute.org #ExitPlanningInstitute #ScottSnider #Podcast ============================================ About Scott: Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe. Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
On this week's episode of Exit Is Now: Plan Accordingly, host Scott Snider is joined by Ben Utecht, Super Bowl Champion and Chief Culture Officer. Ben shares his insights into what makes for a strong company culture and how collaboration plays a key role in successful teams.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
On this week's episode of Exit Is Now: Plan Accordingly, host Scott Snider is joined by two experts on Family Business: Tom Deans and Amy Wirtz. Tom and Amy share their insights into what makes for successful family business transitions and how to create a legacy that will live on long past your business.
Connect with Tom: https://www.linkedin.com/in/tomdeansphd/
Connect with Amy: https://www.linkedin.com/in/amywirtzcepa/
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Join Scott Snider, President of the Exit Planning Institute and lifelong entrepreneur, as he welcomes Dr. Fred Johnson and Tracy Johnson from InitiativeOne to talk about purposeful living.
Connect with Fred: https://www.linkedin.com/in/drfredjohnson/
Connect with Tracy: https://www.linkedin.com/in/tracyfelmerjohnson/
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
This week, Scott talks with EPI's Director of Marketing, Paige Wysocki, and Director of Business Development, Jesse Hudson, about the internal growth strategy of EPI. Paige and Jesse discuss the importance of doing everything in the business with intentionality, how EPI is creating a culture of growth, and more.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
This week, Scott is joined by Sean Hutchinson of Ready For Next Advisory Group, and Justin Goodbread, President of WealthSource, to discuss the future of exit planning, where we have come from, and where we are going. Justin and Sean share examples from their own lives and careers of how we can best serve our clients for whatever is to come in the future.
Connect with Sean: https://readyfornextadvisorygroup.com/sean-hutchinson
Connect with Justin: https://www.wealthsource.com/our-team/justin-goodbread-president-wealthsource/
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
This week, for the first episode of Exit Is Now, Scott interviews his business partner, Father, and CEO of The Exit Planning Institute, Chris Snider, about the process of buying EPI. Chris talks about Scotts upbringing, why he is so passionate about exit planning, and the importance of loving business.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
SUBSCRIBE TO THE PODCAST:
Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
ExitPlanningInstitute #ScottSnider #Podcast
============================================
About Scott:
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.