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 future. 

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

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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. 

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 and Josh as they highlight the challenges overcome, the lessons learned, and the unwavering commitment that propelled EPI to where it stands today. 

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. 

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/ ============================================ 

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. 

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 conversation, where they explore the significance of adopting a smarter approach as an advisor, emphasizing education, long-term planning, and steadfast client support. 

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.

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 Relationships, Josh Koza.

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.

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/ ============================================ 

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.

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.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.

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 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.

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/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.

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.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.