Podcast
Exit is Now: Plan Accordingly
Hosted by Scott Snider · EN
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 the podcast studio to share valuable insights on business exit strategies.
26episodes
Episodes
Newest firstAll episodes
Summit Special featuring Douglas Dickey, Jason "Wally" Waldron, Craig West, & Renee Russo
Yesterday00:56:46Tap to summarizeScott Snider takes the Podcast Stage again at the 2026 Exit Planning Summit and brings together four leaders who reflect the evolution of exit planning from early concept to a structured, scalable discipline. Douglas Dickey and Craig West share perspective from the early days, when exit planning lacked formal process and required building systems from scratch. Today, their experience reinforces the importance of discipline, repeatable frameworks, and staying fully committed to helping business owners achieve meaningful outcomes. Wally Waldron and Renee Russo highlight where the profession is heading. Through intentional collaboration, community building, and a deeper focus on personal planning, they demonstrate how advisors can create greater impact by aligning business value with the human side of the owner journey. The takeaway is clear. Exit planning is not just about transactions. It is about building sustainable businesses, strong advisory ecosystems, and outcomes that matter beyond the deal. ============================================ Learn more about the 2027 Exit Planning Summit: https://exitplanningsummit.com/ Hear more from our guests: https://www.linkedin.com/in/doug-dickey-5710a59/ https://www.linkedin.com/in/wallywaldron/ https://www.linkedin.com/in/craigwest/ https://www.linkedin.com/in/renee-russo-riseupbc/ ============================================ 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 ============================================ 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.
Transcribe →
Summit Special featuring JT Tatem, Todd Yeiter, & Neil McPeak Jr.
2w ago00:47:25Tap to summarizeLive 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.============================================ 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/ ============================================ 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 ============================================ 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.
Transcribe →
Summit Special: Meet the 2026 Keynote Speakers
4w ago01:26:09Tap to summarizeSeason 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.============================================ 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/ ============================================ 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 ============================================ 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.
Transcribe →
Navigating Changing Advisory Firms and Personal Planning with Julie Keyes
Apr 600:44:08Tap to summarizeIn this episode of "The Exit Is Now" podcast, Scott Snider interviews Julie Keyes. They dive into the evolving landscape of advisory firms and personal planning for business owners. They explore traditional manufacturing businesses and how they relate to personal planning strategies. The conversation shifts to how advisory firms—whether banks, wealth management firms, or CPA accounting firms—are adapting by improving cross-communication across all aspects of their services. They also discuss the importance of collaboration between generations in the business world. Tune in for valuable takeaways on how advisors and business owners can navigate these changes effectively.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.
Transcribe →
How to Build Value in Your Business: A Discussion with John Warrillow
Apr 601:01:41Tap to summarizeA lot of people know of John Warrillow. As a young man entering EPI with his dad 12 years ago, John had a huge influence on Scott Snider. They are going to dive into some of the content from his books on the show today. Scott and John talked about the sellability score, and his path toward founding Value Builder, one of EPIs longest running partners, and his entrepreneurial journey. John has exited four businesses and they talk a bit about each one! 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.
Transcribe →Why Chris Snider and His Son Scott Bought The Exit Planning Institute
Apr 600:46:27Tap to summarizeThis week, for the first episode of Exit Is Now, Scott interviews his business partner, Father, and CEO of The Exit Planning Institute, Chris Snider, about the process of buying EPI. Chris talks about Scotts upbringing, why he is so passionate about exit planning, and the importance of loving business.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.
Transcribe →Navigating Business Transitions in Australia
Apr 601:00:56Tap to summarizeJoin Scott Snider as he sits down and talks with his father, Christopher Snider. On this episode, Scott and Chris dive deep into the remarkable 10-year entrepreneurial journey that transformed EPI from a small start up into a decentralized and scalable business. Join us as we unravel the captivating narrative of Chris Snider, not just as the author and creator of the Value Acceleration Methodology, but as a determined business owner. See how Chris orchestrated the evolution from humble beginnings to a groundbreaking decentralized model.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.
Transcribe →The Impact of Servant Leadership
Apr 600:52:34Tap to summarizeOn 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.
Transcribe →
A Sneak Peek at Season Two of the Exit Is Now Podcast!
Apr 600:36:33Tap to summarizeWe are officially into season two of the Exit Is Now Podcast! Join as Scott Snider shares some insights into this season of the podcast, highlights some new research from EPI, and gives a sneak peek at upcoming guests and topics for this new 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.
Transcribe →
Partnering For Success: Dan Grammann and Greg Maddox on Business Growth
Apr 601:10:13Tap to summarizeBusiness partners Dan Gramann and Greg Maddox from Cultivate Advisors join Scott in the Exit is Now podcast studio. They discuss their journey from initial failures to success, emphasizing the importance of diffusing egos and identifying strengths in business partnerships. They also delve into the findings of the 2023 State of Owner Readiness survey and explore six key business elements that create significant value. Their deep business owner research complements the survey, providing valuable insights into owner readiness and business growth.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.
Transcribe →