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Exit is Now: Plan Accordingly

Exit is Now: Plan Accordingly

By: Scott Snider
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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. Economics Leadership Management & Leadership
Episodes
  • Beyond the Three Legged Stool: Putting Life at the Center

    Beyond the Three Legged Stool: Putting Life at the Center
    Oct 15 2026
    In this episode of Exit is Now: Plan Accordingly, I sit down with Cara and Greg, co-authors of the transformative book "Life First, Business Second." Together, we dive into the importance of personal planning in the context of exit strategies. We discuss how shifting the focus from business growth to personal freedom can lead to enhanced business outcomes and financial results. Listeners will gain insights into the flywheel concept that connects personal, business, and financial goals, illustrating how they interrelate in an owner's journey. This conversation aims to empower business owners and advisors alike to prioritize personal aspirations, leading to a more fulfilling and successful business experience. Tune in to discover actionable strategies for integrating personal and business planning.
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    46 mins
  • Evolve the Business: Creating Options Before the Exit

    Evolve the Business: Creating Options Before the Exit
    Oct 1 2026
    Join me in this episode of Exit is Now: Plan Accordingly as I sit down with Craig, a seasoned value advisor, to explore the essential elements of connecting with business owners. We discuss the importance of authenticity and building trust through meaningful conversations, rather than relying solely on technical jargon. Craig shares his unique approach to helping business owners evolve their mindset towards value creation, emphasizing that exit strategy is inherently tied to business strategy. We also touch on the collaborative nature of advisory services, highlighting how financial advisors and growth consultants can work together to provide comprehensive support. Tune in for valuable insights that will enhance your advisory practice and deepen your client relationships.
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    44 mins
  • Why Great Advisors Start With Risk, Not the Exit

    Why Great Advisors Start With Risk, Not the Exit
    Sep 17 2026
    In this episode of Exit is Now: Plan Accordingly, I dive deep into the world of advisor activation with industry expert Mike. We explore the importance of connecting with business owners beyond technical expertise, emphasizing the need for a relatable, human-centered approach. Mike shares valuable insights on building effective referral systems, the significance of understanding clients' needs, and the essential role of collaboration among advisors. We discuss how advisors can navigate the complexities of exit planning and enhance their practices through meaningful relationships. Tune in to discover strategies that will elevate your advisory practice and empower business owners on their journey to successful exits.
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    49 mins
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