Exit is Now: Plan Accordingly

Julie Keyes, an award-winning CEPA and entrepreneur with over 35 years of experience, shares her journey from founding Keys Legal and Title Services to becoming a leading advisor in exit planning. She discusses the importance of focus and the art of saying no, alongside her passion for helping small and lower-middle-market owners. Julie highlights the unique challenges faced by women entrepreneurs, her upcoming book on women-focused exit planning, and the evolving landscape of entrepreneurial support. Tune in for insights on balancing business and family while preparing for successful transitions!

Drew English, a marketing strategist with a knack for revenue growth, and Dan Dwyer, an operations consultant adept in supply chain management, dive into the Value Acceleration Methodology. They explore how it empowers employees to understand owner exit plans and boosts engagement. Discussions highlight the need for transparent communication and how tailored education can create a culture of trust. They also tackle operational excellence and how to tie value creation to quantifiable goals, making employee involvement both impactful and rewarding.

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/theexitplanninginstituteConnect 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/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH SCOTT ON SOCIAL MEDIA   YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgAFacebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835Website: 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 discussion, M&A advisor Scott Bushkie shares his 25 years of experience in the industry. He reflects on his evolution from the 'gas station king' to founder of a boutique investment bank focused on the lower middle market. Listeners learn about the emotional challenges of selling a business and the necessity of preparing thoroughly. Scott emphasizes the importance of collaboration with skilled advisors to enhance business value, while also providing insights from his book 'Finish Strong' on navigating value and life after the sale.

Join thought leader Renee Russo, recognized for her impactful use of LinkedIn, and Ken Sanginario, a veteran in exit planning, as they explore transformative strategies in their fields. Renee shares her journey of personal reinvention, while Ken reflects on the evolution of exit planning tools like the Value Opportunity Profile. The team from ELLA introduces innovative software to enhance client-advisor relationships. Together, they emphasize the importance of collaboration and education in navigating the complexities of business exits.

Luci Gabel, a leadership speaker and author of "Eat to Lead," shares insights on the powerful connection between health and effective leadership. She emphasizes the importance of nutrition, sleep, and recovery in enhancing performance. Luci draws parallels between leaders and athletes, advocating for a holistic approach that includes mindset and socialization to boost creativity. She delves into practical strategies for maintaining health routines, offers tips on hydration and food quality, and highlights the role of lifestyle choices in overall wellness.

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/theexitplanninginstituteConnect 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/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH SCOTT ON SOCIAL MEDIA   YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgAFacebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835Website: 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.

Tom Deans, a speaker and author specializing in family business transitions, emphasizes the urgent need for effective exit planning amidst a massive wealth transfer. Rich Goldstein, a patent attorney, shares insights on protecting intellectual property to enhance business valuation at exit. Chris, founder of Trainual, reveals how establishing operational systems can drastically increase a business's worth. Together, they discuss the importance of collaboration among advisors and the evolving landscape of exit strategies for today's entrepreneurs.

Josh Koza, Manager of Strategic Relationships at the Exit Planning Institute, interviews Scott Snider, EPI's President. They reflect on their nine-year journey, discussing the evolution of EPI's hiring practices and the value of mindset over credentials. Scott shares personal insights on balancing family life while building a growing business and his emotional journey of decentralizing leadership. On a lighter note, he reveals his thrilling bucket list items, including plans for bull riding and writing heartfelt letters.

Josh Fuller, CEO of Fuller’s Collision Group, dives into family business insights alongside Michelle Fuller, a seasoned financial expert. They discuss the unique dynamics of having a spouse as a trusted business advisor, highlighting collaboration and shared decision-making. The Fullers share their journey of balancing tradition with innovation in a century-old auto repair business. They also tackle the intricacies of merging personal and professional roles while stressing the importance of strategic planning and value acceleration for sustainable growth.