Live 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.

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Learn more about the 2027 Exit Planning Summit:

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/

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Want to learn more? Go to: https://exit-planning-institute.org/

Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/

#ExitPlanningInstitute #ScottSnider #Podcast #PlanAccordingly

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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

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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.

Summit Special featuring JT Tatem, Todd Yeiter, & Neil McPeak Jr.