Exit is Now: Plan Accordingly

Exit is Now: Plan Accordingly

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Exit is Now: Plan Accordingly episodes

  • Never Again: Lessons from Losing a $10M Client

    Join us for an exclusive episode of The Exit Is Now podcast as Scott Snider welcomes Neil McPeak into the studio for an honest and impactful conversation. From Olympic rowing to co-owning a multi-advisor firm with his father, Neil shares how discipline, team dynamics, and one major client loss reshaped their entire business model. He opens up about transitioning from general advising to pre-sale business owner specialization, and how reframing their approach with referral partners has led to deeper relationships and more meaningful work. Scott and Neil also reflect on shared lessons from their landscaping days and how that grit carries forward into legacy-building conversations with the next generation.
    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.

    45 min
  • DriveValue.com Special: Creating Value, Closing Deals, Lessons from 25 Years in M&A

    Join us for a compelling episode of the Exit Is Now podcast as Scott Snider sits down with M&A advisor and author Scott Bushkie for a candid conversation on what it really takes to sell a business. Scott shares insights from 25 years in the trenches—from his early days as the “gas station king” to building a boutique investment bank serving the underserved lower middle market. They explore how the M&A profession has evolved, what owners should expect during a sale, and the emotional weight of letting go. Scott also dives into his book Finish Strong, which helps business owners navigate value, timing, and life after the sale.

    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.

    46 min
  • Flipping the Script: Joe Slatter Interviews Scott Snider

    Join us for an exclusive episode of The Exit Is Now podcast as Joe Slatter, founder of Better Practice, takes the host chair in a special Flip the Script edition. Joe and Scott Snider explore the evolution of EPI’s culture from a tight-knit team of friends to a scalable organization of 50+ employees. Scott opens up about his transformation as a leader, the challenges of maintaining soul while scaling excellence, and the tools that helped shape EPI’s foundation. They discuss the intentional frameworks behind the company’s growth, how cross-functional collaboration fuels value, and what legacy means as EPI enters its next chapter.

    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.

    44 min
  • Flipping the Script: Joe Seetoo Interviews Scott Snider

    Join us for an exclusive episode of The Exit Is Now podcast as we flip the script with 2025 Exit Planner of the Year, Joe Seetoo. Joe steps into the host chair to interview Scott Snider in a personal, behind-the-scenes conversation that covers everything from business growth and family dynamics to mental health and financial clarity. Scott opens up about building EPI alongside his father, finding balance through elite goalkeeper training, and what’s next for the profession including a powerful new platform connecting advisors and business owners.

    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.

    51 min
  • Summit Special featuring Renee Russo, Ken Sanginario, & ELLA

    Join us for an exclusive episode of the Exit is Now podcast, broadcasting from the highly anticipated Exit Planning Summit. Scott Snider welcomes Renee Russo, Ken Sanginario, and representatives from ELLA to the show. Renee, recently named Thought Leader of the Year, shares how she’s leveraged the LinkedIn platform to elevate her voice and drive impact. Ken reflects on two decades of exit planning—what’s changed, what’s stayed the same, and where the profession is headed. And the team from ELLA, the sponsor of the Summit Podcast series, talks about their role in supporting advisors and their unforgettable sunset cruise experience.

    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.

    54 min
  • Summit Special featuring Carrie Kerpen and Chris Snider

    Join us for an exclusive episode of the Exit is Now podcast, broadcasting from the highly anticipated Exit Planning Summit. Scott Snider is joined by Carrie Kerpen and Chris Snider to celebrate a major milestone and the power of representation. Carrie discusses the impact of the Women in Exit Planning Symposium, the Summit author showcase, and the growing presence of women in the industry. Chris reflects on ten years of the Exit Planning Summit—how far it’s come, what’s changed, and why this anniversary marks a turning point for the community.

    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.

    43 min
  • Summit Special featuring Joe Seetoo, Rick Krebs, & Rich Jackim

    Join us for an exclusive episode of the Exit is Now podcast, broadcasting from the highly anticipated Exit Planning Summit. Scott Snider sits down with Joe Seetoo, Rick Krebs, and Rich Jackim for a special look at what success means from multiple perspectives. Joe shares what it’s like to be recognized as an industry leader and talks about his new magazine tailored for business owners. Rick dives into his chapter-focused work and how he's creating unique experiences for people. And Rich—one of the original founders of EPI—reflects on the early days of the movement and what’s shaped its evolution.

    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.

    54 min
  • Carving Businesses From Businesses: Lasting Company Growth

    In this episode of "The Exit is Now" podcast, host Scott Snider sits down with Kris Snyder to go back to the early days of Vox Mobile. While many know him today through Ninety, they discuss how carving out Vox from another company led to lasting growth, what it was like to build through a recession, and key lessons from his first venture-backed business.

    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.

    52 min
  • Industry Trends and Statistics with Amy Wirtz

    In this episode of "The Exit Is Now" podcast, host Scott Snider sits down with Exit Planner of the Year, Amy Wirtz, to discuss the upcoming Exit Planning Summit at the Sunseeker Resort in Charlotte Harbor, Florida. Their discussion focuses on the latest industry trends and statistics that are shaping the world of exit planning. As the Summit approaches, it serves as a gathering point for professionals to exchange insights and dive into emerging topics that are critical for business owners and advisors alike. Join us for a preview of what’s to come and an in-depth look at the trends you’ll see discussed at the Exit Planning Summit.

    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.

    44 min
  • Crafting a Thriving Culture: Next-Gen Leadership & Business Mindset

    In this episoide of "The Exit is Now" podcast, host Scott Snider sits down with KC McKenna, President of St. Edwards High School, to talk culture, next generation leadership, and how McKenna is a business owner in his own sense. Together, they deep dive into what makes a culture and how fostering that culture can create a workplace employees want to be in.
    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.

    45 min

About Exit is Now: Plan Accordingly

From the publisher's feed

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…

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