Join Scott Snider, President of the Exit Planning Institute® (EPI) and lifelong entrepreneur, along with a group of exit planning experts, EPI community members, and other leaders as they step into the podcast studio to share valuable insights on business exit strategies.
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In this episode of Exit Is Now: Plan Accordingly, I sit down with Kathleen, a long-time partner in the EPI community, to explore the importance of activating the SEPA (Certified Exit Planning Advisor) designation. We discuss how advisors can effectively engage business owners, emphasizing the need for collaborative conversations that focus on the owners' goals and the future of their businesses. Kathleen shares her insights on building a practice that integrates exit planning strategies and the tools available for advisors to foster these crucial dialogues. Whether you're a seasoned advisor or
In this episode of Exit is Now: Plan Accordingly, I sit down with exit planning expert Joe to discuss the critical art of activating professional advisors and business owners on their exit planning journey. We dive into the nuances of understanding entrepreneurs beyond surface-level solutions, emphasizing the importance of curiosity, clarity of problems, and collaborative solution-building. Joe shares insights on how to engage effectively with business owners, the significance of recognizing their unique challenges, and the power of servant leadership in fostering trust and partnership. Whethe
In this episode, Scott Snider sits down with longtime CEPA Chuck Mohler to explore the power of collaboration, intentional planning, and creating freedom through value creation. Drawing from more than a decade in the exit planning profession and the lessons from his new book, Unlocking the Door to Freedom, Chuck shares how advisors can better position themselves to serve business owners and guide them toward meaningful outcomes. The conversation highlights why successful exit planning is never a solo effort. Chuck explains how trusted advisor teams, structured processes, and deep client relati
In this episode of Exit Is Now: Plan Accordingly, I dive into the concept of Narrative Intelligence and its pivotal role in exit planning. Join me as I speak with storytelling expert Chris, who emphasizes the importance of uncovering the hidden stories that shape business owners' journeys. We explore how these narratives can transform the relationship between advisors and their clients, fostering deeper connections that go beyond mere technicalities. Chris shares practical insights on how advisors can enhance their storytelling skills to better engage with business owners. This conversation se
In this episode, Scott Snider continues the Vision and Rhythm conversation with Senior Director of Operations Chase Ross, focusing on two essential ingredients in the recipe for sustainable growth: Rhythm and Performance. Drawing on his unique journey through multiple roles at Exit Planning Institute, Chase shares how consistent communication, intentional planning, and disciplined execution help transform vision into results. From daily companywide meetings and quarterly renewal exercises to annual retreats and strategic planning sessions, he explains how rhythm creates alignment, strengthens
In Part 2 of this conversation, Scott Snider and Renee Russo shift from vision to execution by focusing on rhythm, the operating discipline that brings strategy to life. Renee explains that even the strongest vision will fail without consistent habits, structured communication, and accountability. From weekly meeting cadences to clear scorecards and data driven decision making, she outlines how rhythm creates alignment, surfaces issues early, and drives execution across every level of the business. The conversation also explores the human side of rhythm. From fostering trust and open dialogue
In Part 1 of this two part conversation, Scott Snider sits down with Renee Russo to explore one of the most critical, yet often overlooked, elements of value creation. Vision. Renee breaks down why vision is not just a leadership exercise, but a strategic driver of focus, alignment, and long-term enterprise value. From defining a clear ten year direction to building a practical three year picture, she explains how vision creates clarity for teams, drives better decision making, and ultimately shapes a company that is transferable and valuable. The conversation goes deeper into how vision conne
Scott Snider takes the Podcast Stage again at the 2026 Exit Planning Summit and brings together four leaders who reflect the evolution of exit planning from early concept to a structured, scalable discipline. Douglas Dickey and Craig West share perspective from the early days, when exit planning lacked formal process and required building systems from scratch. Today, their experience reinforces the importance of discipline, repeatable frameworks, and staying fully committed to helping business owners achieve meaningful outcomes. Wally Waldron and Renee Russo highlight where the profession is h
Live from the Podcast Stage at the 2026 Exit Planning Summit, Scott Snider brings together three perspectives that reinforce a critical idea. Great exits are built long before a transaction ever happens. Todd Yeiter (Thought Leader of the Year) shares how advisors can create real impact by building collaborative ecosystems, activating their networks, and helping business owners engage in value creation earlier. Neil McPeak Jr. (Nominee for Exit Planner of the Year) adds a powerful lesson from experience, explaining how losing a major opportunity led him to reposition as a pre sale advisor and
Season 4 continues with a special introduction to the Exit Planning Summit. In this episode, Scott sits down with Ben Utecht, the Summit’s opening keynote speaker, and Tommy Breedlove, the closing keynote speaker, to preview the powerful conversations ahead. Ben shares insight into The Champion’s Creed and how belief systems, intentional culture, and disciplined mindset shape high-performing teams. Tommy discusses his keynote, Legendary Leadership: The Toughest Choice - The Mask or the Mirror, and the personal responsibility leaders must embrace if they want to grow, lead authentically, and bu
Season 4 continues with a real world example of culture in action. Scott sits down with Paige Wysocki to discuss her journey from intern to VP of Marketing and Brand Strategy and how documented culture creates clarity, consistency, and growth. Paige shares how leaders scale culture through people, process, and intentional development, and how culture becomes a growth engine when it is clearly defined and lived. For those looking to see what scalable culture looks like inside an organization, this episode brings it to life. Hear how Exit Planning Institute talks about culture: https://blog.exit
In Part 2 with Ben Utecht, the conversation shifts from documentation to execution. Scott and Ben discuss how culture becomes measurable, scalable, and manageable when leaders treat it as an operating system rather than a slogan. The episode explores how documented culture drives accountability, performance, and long term value creation. For leaders who want culture to drive results and not just conversation, this episode shows what that looks like in practice. Hear how Exit Planning Institute talks about culture: https://blog.exit-planning-institute.org/is-workplace-culture-really-important-t
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 Institute talks about culture: https://blog.exit-planning-institute.org/is-workplace-culture-really-import
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 creator and how leadership mentality sets the tone for everything that follows. If you are focused on buildin
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 mindset directly impacts culture and results, this episode delivers clarity. Hear how Exit Planning Institute talks about c
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 understand what is really happening within their organization, this episode sets the foundation. Hear how Exit
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 business or clients, this Quick Look offers a snapshot of the themes and conversations shaping Season 4. New epi
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/id1663050204 Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR ====================================
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, conflict, and the process of letting go. This episode offers advisors and owners a powerful look at the huma
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 you’re just starting your CEPA journey or refining your practice, this episode is filled with strategies
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 are becoming a more mainstream choice in the era of the silver tsunami. This episode provides practical
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 valuation. She also explores the role of AI in valuation and why judgment, experience, and relationships
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 why building deeper relationships is critical for the profession’s future. It’s an honest look at culture
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 the unique educational approaches such as storytelling and Reverse Shark Tank that keep business owners
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 clients he serves. Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute Connect with Scott
