Claim OwnershipExit Is Now - Plan Accordingly With Scott Snider
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Welcome to Exit Is Now, a podcast that shares the real stories of business owners and industry experts. Presented by the authority in exit planning, Exit Planning Institute (EPI), and hosted by EPI’s President, Scott Snider. Scott has over 20 years of entrepreneurial experience and is an expert in the exit planning industry. Hear how Value Acceleration comes alive from some of the top advisors in the industry, as well as successful business owners. Exit is now, plan accordingly.
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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 I...
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 creat...
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 mindse...
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 unders...
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...
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...
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...
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...
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 ...
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...
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...
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 ...
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...
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 ...
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...
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 ...
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...
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...
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...
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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