Exit is Now: Plan Accordingly

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 lead with personal planning to better serve owners through transition.

JT Tatem (President of Transworld Business Advisors) rounds out the conversation with insight into today’s M&A market, where demand from buyers continues to outpace the supply of truly prepared businesses. His perspective reinforces the need for early alignment, strong advisory teams, and businesses that are built to be attractive long before they go to market.

Together, these conversations highlight a clear takeaway. Exit planning is not an event. It is a disciplined process driven by mindset, preparation, and collaboration.

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Learn more about the 2027 Exit Planning Summit:

https://exitplanningsummit.com/

Hear more from our guests:

https://www.linkedin.com/in/jttatem/

https://www.linkedin.com/in/todd-yeiter-3787524/

https://www.linkedin.com/in/neilmcpeak/

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Want to learn more? Go to: https://exit-planning-institute.org/

Follow us on LinkedIn: https://www.linkedin.com/company/exit-planning-institute

Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/

#ExitPlanningInstitute #ScottSnider #Podcast #PlanAccordingly

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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

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About Scott:

Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe. 

Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

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 build lasting impact.
 
Together, these conversations set the tone for the Summit by exploring culture, character, accountability, and the mindset required to lead at the highest level. If you are attending the Summit or considering it, this episode offers a preview of the ideas and energy that will define the experience.

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Hear from Ben and Tommy at the Exit Planning Summit:

https://exitplanningsummit.com/sessions/the-champions-creed-keynote

https://exitplanningsummit.com/sessions/legendary-leadership-the-toughest-choice-the-mask-or-the-mirror

Learn more about Ben and Tommy:

https://www.linkedin.com/in/benutecht/

https://www.linkedin.com/in/legendarybook/

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Want to learn more? Go to: https://exit-planning-institute.org/

Follow us on LinkedIn: https://www.linkedin.com/company/exit-planning-institute

Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/

#ExitPlanningInstitute #ScottSnider #Podcast #PlanAccordingly

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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

============================================ 

About Scott:

Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe. 

Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

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-planning-institute.org/is-workplace-culture-really-important-to-the-sucess-of-your-business

https://www.forbes.com/councils/forbesbusinesscouncil/2025/10/16/culture-is-key-3-ways-to-make-it-tangible/

Hear more from Paige Wysocki:

https://podcasts.apple.com/us/podcast/flipping-the-script-paige-wysocki-interviews-scott-snider/id1663050204?i=1000670739180

https://www.linkedin.com/in/paige-koerper-wysocki/

Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute

Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/

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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

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CONNECT WITH SCOTT ON SOCIAL MEDIA   

YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA

Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835

Website: https://exit-planning-institute.org

#ExitPlanningInstitute #ScottSnider #Podcast

============================================

About Scott:

Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.

Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

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-to-the-sucess-of-your-business

https://www.forbes.com/councils/forbesbusinesscouncil/2025/10/16/culture-is-key-3-ways-to-make-it-tangible/

Hear more from Ben Utecht:

https://benutechtspeaks.com/

https://exitplanningsummit.com/speakers/2837071706

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

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CONNECT WITH SCOTT ON SOCIAL MEDIA   

YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA

Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835

Website: https://exit-planning-institute.org

#ExitPlanningInstitute #ScottSnider #Podcast

============================================

About Scott:

Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.

Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

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-important-to-the-sucess-of-your-business

https://www.forbes.com/councils/forbesbusinesscouncil/2025/10/16/culture-is-key-3-ways-to-make-it-tangible/

Hear more from Ben Utecht:

https://benutechtspeaks.com/

https://www.linkedin.com/in/benutecht/

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

============================================

CONNECT WITH SCOTT ON SOCIAL MEDIA   

YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA

Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835

Website: https://exit-planning-institute.org

#ExitPlanningInstitute #ScottSnider #Podcast

============================================

About Scott:

Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.

Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

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 building a strong cultural foundation before scale, this episode offers insight into how culture really begins.

Hear how Exit Planning Institute talks about culture:

https://blog.exit-planning-institute.org/is-workplace-culture-really-important-to-the-sucess-of-your-business

https://blog.exit-planning-institute.org/embracing-exit-readiness-new-mindset-business-owners

Hear more from Josh Koza:

https://exit-planning-institute.org/partners-and-pours

https://www.linkedin.com/in/joshuamkoza/

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

============================================

CONNECT WITH SCOTT ON SOCIAL MEDIA   

YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA

Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835

Website: https://exit-planning-institute.org

#ExitPlanningInstitute #ScottSnider #Podcast

============================================

About Scott:

Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.

Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

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 culture:

https://blog.exit-planning-institute.org/shooting-for-success-winning-culture

https://blog.exit-planning-institute.org/is-workplace-culture-really-important-to-the-sucess-of-your-business

Hear more from Dr. Fred Johnson:

https://www.initiativeone.com 

https://open.spotify.com/episode/1eVQTzZRykHMSWMhaFvu4B?si=74a70a784455469e

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

============================================

CONNECT WITH SCOTT ON SOCIAL MEDIA   

YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA

Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835

Website: https://exit-planning-institute.org

#ExitPlanningInstitute #ScottSnider #Podcast

============================================

About Scott:

Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.

Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

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 Planning Institute talks about culture:

https://blog.exit-planning-institute.org/shooting-for-success-winning-culture

https://blog.exit-planning-institute.org/is-workplace-culture-really-important-to-the-sucess-of-your-business

Hear more from Dr. Fred Johnson:

https://www.initiativeone.com/

https://open.spotify.com/episode/1eVQTzZRykHMSWMhaFvu4B?si=74a70a784455469e

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

============================================

CONNECT WITH SCOTT ON SOCIAL MEDIA   

YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA

Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835

Website: https://exit-planning-institute.org

#ExitPlanningInstitute #ScottSnider #Podcast

============================================

About Scott:

Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.

Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

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 episodes are coming soon. This is just the beginning.

Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute

Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/

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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

============================================

CONNECT WITH SCOTT ON SOCIAL MEDIA   

YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA

Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835

Website: https://exit-planning-institute.org

#ExitPlanningInstitute #ScottSnider #Podcast

============================================

About Scott:

Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.

Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.