Exit is Now: Plan Accordingly

Join us for a special episode of The Exit Is Now podcast as Scott Snider welcomes 2025 Exit Planner of the Year, Joe Seetoo. In this conversation, Joe shares what it means to be a best in class advisor, exploring how to change the way we engage with owners, the importance of collaboration and chapter leadership, and the value of lifelong learning. From developing the Strategist toolkit to building Morton into a scalable firm, Joe offers practical insights that every advisor can use. Whether you’re just starting your CEPA journey or refining your practice, this episode is filled with strategies to help you grow and lead with impact.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.

This episode features Amy Wurtz, a family business advisor and the 2024 Exit Planner of the Year; Joe Citu, an owner readiness expert and thought leader; Mike Garrison, a boutique coach for financial advisors; Corner Stillman, an investment banker specializing in M&A; and Mike Trabert, a seasoned CPA. They discuss the critical need for owner education and exit readiness, the challenges of the current market, and innovative strategies for financial advisors. Insights into emerging trends and a call for proactive planning make this discussion particularly engaging.

Join us for a Flip the Script episode of The Exit Is Now podcast as Kris Snyder interviews Scott Snider in a thoughtful and personal conversation about leadership, succession, and the emotional side of exit planning. Scott shares his experience stepping into a second generation role, navigating family expectations, confronting burnout, and redefining success beyond work. Kris guides the discussion toward the deeper challenges that business owners face, including identity, communication, conflict, and the process of letting go. This episode offers advisors and owners a powerful look at the human factors that shape every transition.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.

Jesse Hudson, the Director of Business Development at EPI, teams up with Paige Wysocki, the Director of Marketing, to discuss building a culture of growth. They share insights on intentionality in business practices and the importance of employee engagement and leadership training. The duo dives into the power of decentralized decision-making and collaboration to enhance both team empowerment and company values. Their discussion underscores the need for adaptability, especially during challenging times, to foster a thriving workplace.

Aaron Stine, tech entrepreneur and founder of BombDiggity Ventures, shares his journey of acquiring Maus, a key player in exit planning software. He discusses the strategic shifts Maus is making towards a SaaS-focused platform and the exciting rebranding efforts. Aaron highlights the importance of owner readiness and the trend of younger business owners prioritizing exit planning. The conversation also touches on how technology will foster collaboration between owners and advisors, enhancing scalability and efficiency in advisory practices.

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/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.

Christopher Snider, CEO of the Exit Planning Institute and author of Walking to Destiny, dives into his writing process and the motivations behind the updated edition of his book. He details the innovative 5-4-3-2-1 framework, emphasizing the importance of relentless execution in achieving long-term value. Chris shares insights on leadership versus management, personal anecdotes from his value-acceleration lifestyle, and discusses generational shifts in business ownership that promise an impending wave of wealth transfer. He concludes with the powerful message that destiny is a choice.

Neil McPeak, a former Olympic rower and co-owner of a multi-advisor firm, shares transformative insights from losing a $10M client. He discusses how this setback shifted their focus to specialize in pre-sale business advising. The conversation dives into vital leadership lessons from sports, emphasizing discipline and teamwork. Neil reflects on family business dynamics and the importance of nurturing deep relationships with clients. They also explore early entrepreneurial lessons from landscaping and the significance of values in guiding the next generation’s wealth stewardship.

KC McKenna, President of St. Edwards High School, shares his insights on cultivating a vibrant workplace culture that thrives on trust and communication. He discusses transforming educational leadership to adapt to modern challenges and the essential balance between community influence and family expectations. McKenna emphasizes the evolving landscape of education, advocating for creativity and critical thinking while navigating the impact of AI. He highlights innovative approaches, like a four-day school week, to meet the needs of today’s students.

Shina Culberson, President of Quist Valuation with over 40 years of experience, dives into the purpose-driven nature of business valuation. She explains how valuation varies based on owner needs and discusses tailored approaches for different exit scenarios. Shina emphasizes the importance of personal relationships and experience, even as AI plays a growing role. Listeners learn about the key steps involved in a certified valuation, the types of documents required, and how ongoing valuations help businesses track progress.