Selling a business can be financially successful and still leave an owner unprepared for what comes next.

In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Scott Snider, President of the Exit Planning Institute and the Operating Partner of Snider Premier Growth, who explains why an exit strategy is a good business strategy, how intentional value creation can make a company more ready and attractive, and why owners need to plan for their identity and future beyond the business. Scott also outlines how CEPA-trained advisors, coordinated professional teams, and owner education help business owners build stronger companies and prepare for their next chapter.

Key Takeaways:

· A successful business exit requires personal planning in addition to business and financial preparation.

· Owners should start preparing long before a sale because the actions that improve a business now can also increase its future value.

· Exit planning is not just about selling a company; it is about building a more valuable, transferable, and resilient business.

· Growing a company intentionally requires attention to human, customer, structural, and social capital.

· Owners often regret an exit when they have not adequately considered what they are transitioning toward after the business.

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 organization's strategic direction and oversees the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience for advisors across all specialties around the globe.

Connect With Scott:

Website: https://exit-planning-institute.org/

LinkedIn (Personal): https://www.linkedin.com/in/scott-snider-epi/

LinkedIn (Company): https://www.linkedin.com/company/exit-planning-institute/

Facebook: https://www.facebook.com/exitplanninginstitute/

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

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