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Exit is Now: Plan Accordingly

Exit is Now: Plan Accordingly

By: Scott Snider
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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. Economics Leadership Management & Leadership
Episodes
  • Vision First: The Foundation of Every Valuable Business

    Vision First: The Foundation of Every Valuable Business
    May 28 2026
    In Part 1 of this two part conversation, Scott Snider sits down with Renee Russo to explore one of the most critical, yet often overlooked, elements of value creation. Vision. Renee breaks down why vision is not just a leadership exercise, but a strategic driver of focus, alignment, and long term enterprise value. From defining a clear ten year direction to building a practical three year picture, she explains how vision creates clarity for teams, drives better decision making, and ultimately shapes a company that is transferable and valuable. The conversation goes deeper into how vision connects to ownership mindset, employee engagement, and even succession planning. Renee challenges traditional thinking by emphasizing that vision must align not only with the business, but with the personal and financial goals of the owner. When done right, it creates a unified path forward that benefits the team, the buyer, and the long term sustainability of the company. This episode sets the foundation for understanding how great businesses are built with intention, alignment, and a clear picture of the future. ============================================ Hear how Exit Planning Institute talks about Vision: https://exit-planning-institute.org/the-annual-exit https://blog.exit-planning-institute.org/employee-engagement-value-driver Hear more from Renee Russo: https://www.linkedin.com/in/renee-russo-riseupbc/ https://exit-planning-institute.org/mastering-the-market ============================================ 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.
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    51 mins
  • Summit Special featuring Douglas Dickey, Jason "Wally" Waldron, Craig West, & Renee Russo

    Summit Special featuring Douglas Dickey, Jason "Wally" Waldron, Craig West, & Renee Russo
    May 14 2026
    Scott 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.
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    57 mins
  • Summit Special featuring JT Tatem, Todd Yeiter, & Neil McPeak Jr.

    Summit Special featuring JT Tatem, Todd Yeiter, & Neil McPeak Jr.
    Apr 30 2026

    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.

    ============================================

    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.
    Show More Show Less
    47 mins
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