Bedste Exit Plan-podcasts (2024)

1
A Look Back at the Top Three Exit Is Now Moments from 2024! 48:32

11d ago48:32

48:32

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/ ============================…

1
Navigating Changing Advisory Firms and Personal Planning with Julie Keyes 44:08

25d ago44:08

44:08

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, weal…

1
Flipping the Script: Chris Snider Interviews Scott Snider 1:13:39

1M ago1:13:39

1:13:39

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 busine…

1
An Owner's Exit Story with Mike Berlin 53:17

2M ago53:17

53:17

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 emoti…

1
Coaching Culture And The Family Business with Pete Walsh 54:35

2M ago54:35

54:35

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 pract…

1
A Business Owner’s Journey as an Educator and Advisor with Justin Goodbread 57:40

3M ago57:40

57:40

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…

1
Flipping The Script: Paige Wysocki Interviews Scott Snider 42:43

3M ago42:43

42:43

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 or…

1
From Service to Success With Mo Mahoney and Travis Rose 47:50

4M ago47:50

47:50

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 …

1
Partnering For Success: Dan Grammann and Greg Maddox on Business Growth 1:10:13

4M ago1:10:13

1:10:13

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 surve…

1
Culture and Valuation: Key Factors In Business Success With Terry Johnson 48:46

5M ago48:46

48:46

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, spons…

1
Flipping the Script: Jocelyn Bires Interviews Scott Snider 31:05

5M ago31:05

31:05

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 sum…

1
Finding Your Market Niche: Expert Insights from Matt DiFrancesco 46:20

5M ago46:20

46:20

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 …

1
Eat to Lead with Luci Gabel 57:22

6M ago57:22

57:22

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. …

1
Flipping the Script: Josh Koza Interviews Scott Snider 51:04

6M ago51:04

51:04

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…

1
Conversations with Industry Thought Leaders! 53:08

7M ago53:08

53:08

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…

1
Perspectives from Leading Voices at the Exit Planning Summit 1:11:57

7M ago1:11:57

1:11:57

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…

1
Exit Mastery: Spotlight on Excellence 59:15

8M ago59:15

59:15

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…

1
Exit Strategies Unveiled: Navigating The M&A Landscape 49:06

8M ago49:06

49:06

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 invaluabl…

1
Flipping the Script: Chase Ross Interview Scott Snider 34:12

9M ago34:12

34:12

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…

1
How Incorporating Authenticity in His Brand Helped to Build His Business: A Conversation with Justin Castelli 50:32

9M ago50:32

50:32

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…

1
The Future of Exit Planning: A Discussion with Aaron Stine of Maus 59:30

10M ago59:30

59:30

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,…

1
Generations and Growth: a Conversation with Generational Expert Dan Negroni 54:02

10M ago54:02

54:02

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 …

1
Flipping the Script: Jesse Hudson Interviews Scott Snider 41:46

11M ago41:46

41:46

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 nex…

1
How to Build Value in Your Business: A Discussion with John Warrillow 1:01:41

11M ago1:01:41

1:01:41

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 partner…

1
The Ownership Mindset: A Conversation on ESOPs with Kerry Siggins 1:05:48

12M ago1:05:48

1:05:48

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…

1
A Sneak Peek at Season Two of the Exit Is Now Podcast! 36:33

12M ago36:33

36:33

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://ww…

1
A Look Back at the Top Three Exit Is Now Moments from 2023! 42:11

1y ago42:11

42:11

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.l…

1
Exited Owner to M&A Advisor: The Journey of Jessica Fialkovich 59:43

1y ago59:43

59:43

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 Con…

1
The Role of a Fractional CFO in the Exit Planning Process 55:42

1y ago55:42

55:42

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 C…

1
The Journey of a Young Entrepreneur: A Conversation with Casey Clark, CEO of Cultivate Advisors 55:59

1y ago55:59

55:59

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.linke…

1
Exploring the Power of Family Business with Mike McGrann 1:01:47

1y ago1:01:47

1:01:47

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…

1
The Boomerang Exit: Mike Fischer's Entrepreneurial Journey 1:00:17

1y ago1:00:17

1:00:17

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 bu…

1
The Path For Women in Exit Planning and Entrepreneurship 57:38

1+ y ago57:38

57:38

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…

1
Navigating Business Transitions in Australia 1:00:56

1+ y ago1:00:56

1:00:56

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…

1
From Start Up to Decentralization through Value Acceleration 1:04:29

1+ y ago1:04:29

1:04:29

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…

1
Generational Success: Navigating Business Transitions and Entrepreneurship 1:04:25

1+ y ago1:04:25

1:04:25

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, cu…

1
The History and Growth of EPI 1:01:51

1+ y ago1:01:51

1:01:51

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 tha…

1
The Unique Challenges and Opportunities Facing Next-Gen Business Owners 59:55

1+ y ago59:55

59:55

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.linke…

1
From History To Impact: The Role Of Advisors In Community Development 59:38

1+ y ago59:38

59:38

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 t…

1
Behind the Scenes of the Summit 37:27

1+ y ago37:27

37:27

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 spe…

1
Excellence in Exit Planning 43:30

1+ y ago43:30

43:30

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.…

1
The life of an Entrepreneur 51:16

1+ y ago51:16

51:16

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 Conn…

1
The Impact of Servant Leadership 52:34

1+ y ago52:34

52:34

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 …

1
Behind the Book: Walking to Destiny 53:39

1+ y ago53:39

53:39

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 le…

1
Implementing Exit Planning as an Employee 48:29

1+ y ago48:29

48:29

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/theexitplan…

1
The Importance of Culture and Collaboration 50:05

2y ago50:05

50:05

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 Conn…

1
The Family in Your Business 57:27

2y ago57:27

57:27

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/…

1
How to Live Your Purpose as a Leader 53:36

2y ago53:36

53:36

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: http…

1
The Importance Of Building A Culture Of Growth 50:17

2y ago50:17

50:17

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://l…

1
The Evolution Of Exit Planning - Where Are We Headed? Ft. Sean Hutchinson and Justin Goodbread 53:44

2y ago53:44

53:44

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 …

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