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