Exit is Now: Plan Accordingly

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, currently in law school, prepares for the distant fu...

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 that have shaped the organization's path. Join Scott...

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.linkedin.com/in/scott-snider-epi/ ===============...

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 their minds. Tune in to Scott and Michael's convers...

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 speakers as well as EPI's Manager of Strategic Relati...

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.com/in/scott-snider-epi/ =============...

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  Connect with Scott: https://www.linkedin.c...

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 transform entire organizations.  Want to lear...

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 learn more?  Go to: https://linktr.ee/the...

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/theexitplanninginstitute Connect with Scott: https://www.link...

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 Connect with Scott: https://www.linkedin.com/in...

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/in/tomdeansphd/ Connect with Amy: https://www.link...

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: https://linktr.ee/theexitplanninginstitute Connect wit...

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://linktr.ee/theexitplanninginstitute Connect with Sco...

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 future. Connect with Sean: https://readyfornextadv...

This week, for the first episode of Exit Is Now, Scott interviews his business partner, Father, and CEO of The Exit Planning Institute, Chris Snider, about the process of buying EPI. Chris talks about Scotts upbringing, why he is so passionate about exit planning, and the importance of loving business. Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute Connect with Scott: https:...

Welcome the the Exit IS Now podcast! In this episode, Scott Snider, President of the Exit Planning Institute, discusses what you can expect from this podcast, who you will hear from, and a bit about his journey in the exit planning industry. Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/ ======================...