Exit is Now: Plan Accordingly

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 experi...

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://podc...

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...

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-sni...

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: h...

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: h...

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: h...

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 navi...

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 epis...

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...

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...

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: http...

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://li...

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...

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?...

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/ ========...

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/ ===========...

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...

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/sco...

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/ =====================...

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 Co...

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 t...

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...

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 Metho...

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 Metho...