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Exit Is Now - Plan Accordingly With Scott Snider
Scott Snider
78 episodes
1 week ago
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/id1...
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Management
Business,
Careers,
Entrepreneurship
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All content for Exit Is Now - Plan Accordingly With Scott Snider is the property of Scott Snider and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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/id1...
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Management
Business,
Careers,
Entrepreneurship
Episodes (20/78)
Exit Is Now - Plan Accordingly With Scott Snider
Season 4 Quick Look
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 busines...
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1 day ago
5 minutes

Exit Is Now - Plan Accordingly With Scott Snider
A Look Back at the Top Exit Is Now Moments from 2025!
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/id1...
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2 weeks ago
59 minutes

Exit Is Now - Plan Accordingly With Scott Snider
DriveValue.com Special: Flipping the Script: Kris Snyder Interviews Scott Snider
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, confl...
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4 weeks ago
49 minutes

Exit Is Now - Plan Accordingly With Scott Snider
Changing the Conversation with Owners: Lessons from Joe Seetoo
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 y...
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1 month ago
41 minutes

Exit Is Now - Plan Accordingly With Scott Snider
Partner Summit Special: The Future of Employee Ownership
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 ...
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1 month ago
34 minutes

Exit Is Now - Plan Accordingly With Scott Snider
Partner Summit Special: The Role of Valuation in Exit Planning
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 v...
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2 months ago
36 minutes

Exit Is Now - Plan Accordingly With Scott Snider
Flipping the Script: Drew English Interviews Scott Snider
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 wh...
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2 months ago
38 minutes

Exit Is Now - Plan Accordingly With Scott Snider
Partner Summit Special: Collaboration Over Competition
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 ...
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3 months ago
28 minutes

Exit Is Now - Plan Accordingly With Scott Snider
DriveValue.com Special: Cultivates Role in the Exit Planning Ecosystem
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 clie...
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3 months ago
39 minutes

Exit Is Now - Plan Accordingly With Scott Snider
Capacity, Clarity, and Culture: Building Healthy Teams
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 ...
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4 months ago
57 minutes

Exit Is Now - Plan Accordingly With Scott Snider
Flipping the Script: Kyle Danner Interviews Scott Snider
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, Scot...
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4 months ago
51 minutes

Exit Is Now - Plan Accordingly With Scott Snider
Never Again: Lessons from Losing a $10M Client
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 ...
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5 months ago
44 minutes

Exit Is Now - Plan Accordingly With Scott Snider
DriveValue.com Special: Creating Value, Closing Deals, Lessons from 25 Years in M&A
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 w...
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5 months ago
45 minutes

Exit Is Now - Plan Accordingly With Scott Snider
Flipping the Script: Joe Slatter Interviews Scott Snider
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 fr...
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6 months ago
43 minutes

Exit Is Now - Plan Accordingly With Scott Snider
Flipping the Script: Joe Seetoo Interviews Scott Snider
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 powerfu...
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6 months ago
50 minutes

Exit Is Now - Plan Accordingly With Scott Snider
Summit Special featuring Renee Russo, Ken Sanginario, & ELLA
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 EL...
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7 months ago
53 minutes

Exit Is Now - Plan Accordingly With Scott Snider
Summit Special featuring Carrie Kerpen and Chris Snider
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 ...
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7 months ago
42 minutes

Exit Is Now - Plan Accordingly With Scott Snider
Summit Special featuring Joe Seetoo, Rick Krebs, & Rich Jackim
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 o...
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7 months ago
54 minutes

Exit Is Now - Plan Accordingly With Scott Snider
Carving Businesses From Businesses: Lasting Company Growth
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/ =...
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8 months ago
51 minutes

Exit Is Now - Plan Accordingly With Scott Snider
Industry Trends and Statistics with Amy Wirtz
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...
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8 months ago
43 minutes

Exit Is Now - Plan Accordingly With Scott Snider
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/id1...