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Welcome to Exit Is Now, a podcast that shares the real stories of business owners and industry experts. Presented by the authority in exit planning, Exit Planning Institute (EPI), and hosted by EPI’s President, Scott Snider. Scott has over 20 years of entrepreneurial experience and is an expert in the exit planning industry. Hear how Value Acceleration comes alive from some of the top advisors in the industry, as well as successful business owners. Exit is now, plan accordingly.
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Join us for an exclusive episode of the Exit is Now podcast, broadcasting from the highly anticipated Exit Planning Summit. Scott Snider sits down with Joe Seetoo, Rick Krebs, and Rich Jackim for a special look at what success means from multiple perspectives. Joe shares what it’s like to be recognized as an industry leader and talks about his new …
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In this episode of "The Exit is Now" podcast, host Scott Snider sits down with Kris Snyder to go back to the early days of Vox Mobile. While many know him today through Ninety, they discuss how carving out Vox from another company led to lasting growth, what it was like to build through a recession, and key lessons from his first venture-backed bus…
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In this episode of "The Exit Is Now" podcast, host Scott Snider sits down with Exit Planner of the Year, Amy Wirtz, to discuss the upcoming Exit Planning Summit at the Sunseeker Resort in Charlotte Harbor, Florida. Their discussion focuses on the latest industry trends and statistics that are shaping the world of exit planning. As the Summit approa…
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In this episoide of "The Exit is Now" podcast, host Scott Snider sits down with KC McKenna, President of St. Edwards High School, to talk culture, next generation leadership, and how McKenna is a business owner in his own sense. Together, they deep dive into what makes a culture and how fostering that culture can create a workplace employees want t…
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In this episode of The Exit is Now podcast, host Scott Snider sits down with Greg Merrill and Andrew Shantz to discuss deepening relationships with owners and cultivating the next generation of leaders within a company. Together, they explore how fostering trust, developing leadership, and aligning business priorities can create a foundation for su…
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In this special episode of the Exit Is Now podcast, Sean Hutchinson, flips the script by interviewing Scott Snider. Together, they talk about Scott's first ever Summit back when it was called the International Exit Planning Institute Conference. They also dive into EPI Culture and why the Exit Planning Institute changed during the pandemic. Want to…
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In this episode of "The Exit Is Now" podcast, host Scott Snider sits down with current Exit Planner of the Year, Amy Wirtz, to discuss her journey as an exit planner and a family business consultant. They talk about Amy's history with Scott and EPI as well as dive deep into how and why she became a CEPA through wanting to teach the methodology and …
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Are the three legs of your stool aligned? In this episode, Scott Couchenour, founder of Serving Strong, joins Scott Snider in the Exit is Now studio to discuss the importance behind prioritizing personal planning in addition to financial and business planning. Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute Connect with Scott:…
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According to the 2024 National State of Owner Readiness, the fourth most trusted advisor is actually a spouse. In this episode, Scott Snider dives deep into this topic with Josh Fuller, CEO of Fuller’s Collision Group, and Michelle Fuller, CIMA®, CETF®, CEPA® at Growth Accelerated who navigate this dynamic on a daily basis. Tune in to find out if i…
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In this special episode of the Exit Is Now podcast, the 2024 Exit Planner of the Year, Amy Wirtz, flips the script by interviewing Scott Snider. Together, they explore the journey of managing growth through the lens of the Value Acceleration Methodology. Scott shares his experience of growing a business—first by scaling systems, then by developing …
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In this special episode of the "Exit Is Now" podcast, Scott reviews some of his favorite moments from the Exit Is Now Podcast and teases some of our upcoming guests for our 2025 season. Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/ ============================…
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In 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, weal…
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In this special episode of the Exit Is Now podcast, EPI’s CEO, Chris Snider, flips the script by interviewing Scott Snider. Together, the discuss Scott's personal journey as an entrepreneur and the son of a family business owner. Join them as they reminisce where they were, where they have been, and where they are going as entrepreneur's and busine…
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In this episode of "The Exit Is Now" podcast, host Scott Snider sits down with Mike Berlin to dive deep into his remarkable exit journey as a business owner. They explore the pivotal moments that shaped Mike’s decision to transition, the challenges he faced, and the strategies he used to ensure a successful exit. Mike shares insights into the emoti…
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In this episode of “The Exit Is Now” podcast, Scott Snider interviews Pete Walsh, AKA Coach Pete. They discuss Pete’s journey from his family business to becoming a leadership coach for family businesses worldwide. They discuss insights from his book, Family Business Playbook: Your Family’s Path to Long-Term Success, and reflect on deliberate pract…
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In this episode of "The Exit Is Now" podcast, Scott Snider interviews Justin Goodbread. They discuss Justin's journey as a business owner and how he learned his entrepreneur mindset from his father many years ago. They also talk about the bumps and struggles through this journey. Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute…
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In this special episode of the Exit Is Now podcast, EPI’s Director of Marketing, Paige Wysocki, flips the script by interviewing Scott Snider. Together, they explore the importance of mentorship, innovation, and the professional growth of the team at the Exit Planning Institute (EPI). Scott dives into how EPI’s marketing evolution has shaped the or…
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Kim "Mo" Mahoney, a retired Colonel in the US Marine Corps, and Travis Rose, a retired sniper in the 75th Ranger Regiment, U.S. Army, sit down with Scott Snider. They discuss their military careers, the transition to civilian life, and how they became successful financial advisors. They highlight the importance of teamwork, education, and the CEPA …
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Business 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 surve…
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In This episode of "The Exit Is Now" podcast, host Scott Snider interviews Terry K. Johnson, Chief Revenue Officer at Generational Group. Terry shares his journey from co-owning an automotive parts distribution business with his father to growing it to $300M in revenue and selling it to a public company. They discuss family business dynamics, spons…
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In this episode of "The Exit Is Now" podcast, host Jocelyn Bires interviews Scott, the Operations Manager at the Exit Planning Institute (EPI). They discuss Jocelyn's pivotal role in organizing the Exit Planning Summit, which has grown significantly since 2022. Jocelyn shares her journey from handling administrative tasks in 2019 to leading the sum…
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Scott is joined in the Exit is Now Studio by Matt DiFrancesco, from HighLift Financial, with a conversation surrounding finding your niche in the marketplace. Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/ ============================================ SUBSCRIBE …
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Do you know the impact that health has on your business? Discover the crucial connection between health and business success in this enlightening episode, where Scott Snider engages in a compelling dialogue with Luci Gabel. Gain profound insights into the profound impact of health on leadership effectiveness and overall organizational performance. …
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Proft Streams Book Transcript: Agile FM radio for the agile community. Today I'm thrilled to have Luke Holman with me in the podcast here of Agile FM and I can't believe After all these episodes I had so far I haven't had you on the show, which is a big miss. You are a renowned expert in agile methodologies an author. And I think a lot of people kn…
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Scott is joined in the Exit is Now studio by EPI's Manager, Strategic Relationships - Josh Koza - for our newest Flip the Script episode. In this episode, Scott takes the hot seat as we dive into bucket lists, how EPI's hiring process has changed over the years, and more! Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute Connect…
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Join us for an exclusive episode of the Exit is Now podcast, broadcasting from the highly anticipated Exit Planning Summit. Delve into insightful discussions with attendees, speakers, and partners. Don't miss this unique opportunity to gain unparalleled knowledge and expertise in the world of exit planning. Want to learn more? Go to: https://linktr…
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Join us for an exclusive episode of the Exit is Now podcast, broadcasting from the highly anticipated Exit Planning Summit. Delve into insightful discussions with attendees, speakers, and partners. Don't miss this unique opportunity to gain unparalleled knowledge and expertise in the world of exit planning. Want to learn more? Go to: https://linktr…
  continue reading
 
Join us for an exclusive episode of the Exit is Now podcast, broadcasting from the highly anticipated Exit Planning Summit. Delve into insightful discussions with attendees, speakers, and partners. Don't miss this unique opportunity to gain unparalleled knowledge and expertise in the world of exit planning. Want to learn more? Go to: https://linktr…
  continue reading
 
Transcript: Agile FM radio for the agile community. [00:00:04] Joe Krebs: In today's episode of Agile FM, I have Lisa Crispin with me. She can be reached at very easy to remember lisacrispin. com. Lisa is an author of a total of five books. There's three I want to highlight here or four actually is Obviously, a lot of people have talked in 2009, wh…
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In this must-listen episode, Scott Snider is joined by Scott Mashuda and Todd Torquato to delve into the fascinating journey of forming REAG. Explore their insights on the current M&A market landscape and gain valuable understanding of how they support Certified Exit Planning Advisors (CEPAs). Tune in for a riveting discussion packed with invaluabl…
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Transcript: Agile F M radio for the agile community. [00:00:04] Joe Krebs: Thank you for tuning into another episode here of Agile FM. Today I have two guests with me. We are a trio today that is Maureen McCarthy and Zelle Nelson are with me. They both are we're going to go really deep on this the creators of the method that's called the Blueprint …
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Scott is joined in the Exit Is Now Studio by EPI's Product Development Manager, Chase Ross. During this episode, Scott is in the hot seat as Chase asks him questions about EPI's initial transition to a virtual work and education model, how work from home impacted growth, and the most pressing question for any podcast host: how does Scott feel about…
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Book “Uncertain - The Wisdom and Wonder of Being Unsure”: Transcript: Agile FM radio for the agile community. [00:00:05] Joe Krebs: Thank you for tuning into another episode of Agile FM. Today I have Maggie Jackson with me. She wrote a book called Uncertain the Wisdom and Wonder of Being Unsure. She also has published a book Distracted you might be…
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Scott Snider is joined by Justin Castelli on this episode of the Exit Is Now Podcast. If you joined EPI at the 2023 Summit you know Justin as one of our highest rated Power Session speakers. He is the Founder of RLS Wealth, PRST, and author of More than Money. On this episode Scott dives in to Justin's financial advisory and entrepreneurial journey…
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You can grab Coco’s book: The Full Potential Relationship - The Soccer Field Method® Transcript: Agile F M Radio for the Agile Community. [00:00:07] Joe Krebs: Thank you for tuning in to another episode of Agile FM. Today, I'm here with Coco Decrouppé, um, and she is an author, a team trainer, a top 15 leadership coach. She's a blogger, she is, and…
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Aaron Stine joins Scott Snider in the Exit Is Now Podcast Studio to discuss the acquisition journey of Maus by his Private Equity firm. Delving into the strategic vision for Maus, Aaron sheds light on its trajectory and offers insights into the future landscape of exit planning. As one of the longest running partners of the Exit Planning Institute,…
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Joe has a book “Agile Kata” in the making, if you like to be the first to know when it launches, please visit www.agilekatabook.com. Transcript: Agile F M radio for the agile community. Thank you for joining me again for another podcast episode of Agile FM in the Agile Kata series. Today I have Oscar Roche with me, who is based out in Australia. Th…
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Joe has a book “Agile Kata” in the making, if you like to be the first to know when it launches, please visit www.agilekatabook.com. Transcript: Agile F M radio for the agile community. [00:00:09] Joe Krebs: All right, thank you for tuning into another episode of Agile FM in the Agile Kata series. Today I have two guests with me, actually three gue…
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Dan Negroni joined EPI as the Keynote speaker of the 2018 Exit Planning Summit and we are happy to have him in the Exit Is Now Podcast Studio. Dan is a generational expert, a culture expert, and is an attorney by trade. He talks with Scott Snider about culture, generations, and growth. Dan will also be heading to Marco Island for the Exit Planning …
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Joe has a book “Agile Kata” in the making, if you like to be the first to know when it launches, please visit www.agilekatabook.com. Transcript: Agile.FM radio for the agile community. [00:00:05] Joe Krebs: Thank you again for tuning into another episode of Agile FM. This is the Agile Kata series. And today we're going to explore Kata from a leader…
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Joe has a book “Agile Kata” in the making, if you like to be the first to know when it launches, please visit www.agilekatabook.com. Transcript: ​ Agile.FM radio for the agile community. [00:00:05] Joe Krebs: Welcome to another episode of Agile FM in the Agile Kata Series here. Today I have two authors. I have an author on the call and I have a cha…
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As one of Scott's closest friends, one of the longest tenured EPI team members, and a key member of the EPI Leadership team, Jesse Hudson stepped into the Exit Is Now studio to flip the script and ask Scott some questions about his evolution at EPI, the growth of the CEPA community, and where he thinks the exit planning industry is going in the nex…
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Joe has a book “Agile Kata” in the making, if you like to be the first to know when it launches, please visit www.agilekatabook.com. Transcript: Agile F M radio for the agile community. [00:00:05] Joe Krebs: Thank you for tuning in to another episode here of Agile.FM. Today I have Tilo Schwarz with me, and we will be exploring in the Agile Kata ser…
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Joe has a book “Agile Kata” in the making, if you like to be the first to know when it launches, please visit www.agilekatabook.com. Transcript: Agile F M radio for the agile community. [00:00:05] Joe Krebs: Thank you for tuning into another episode of Agile FM. Today, I have Dr. Jeffrey Liker with me. You probably know from a, I would say, famous …
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A 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 partner…
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Joe has a book “Agile Kata” in the making, if you like to be the first to know when it launches, please visit www.agilekatabook.com. Transcript: Agile.FM radio for the agile community. [00:00:05] Joe Krebs: Hi everyone, I'm back with another episode in the Agile Kata series. We're going to explore the topic of cultural and learning and how that rel…
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Joe has a book “Agile Kata” in the making, if you like to be the first to know when it launches, please visit www.agilekatabook.com. KataCon10 in Indianapolis April 9-10, 2024 Transcript: Agile F M radio for the agile community. [00:00:05] Joe Krebs: Thank you for tuning in to another episode of Agile FM. I'm here today with Jim Huntzinger, who is …
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Scott is joined by one of the most fasinating people in the exit planning space. Kerry Siggins is the CEO of Stoneage, Entrepreneur of the Year, new author of the Ownership Mindset, speaker, and will be a speaker at the Women in Exit Planning Symposium in April at the Summit. Kerry and I talked about turning her business into an ESOP and how to get…
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Joe has a book “Agile Kata” in the making, if you like to be the first to know when it launches, please visit www.agilekatabook.com. Transcript: Agile.FM Radio for the Agile Community.​ [00:00:05] Joe Krebs: Welcome to another episode of Agile FM. And this is a podcast as part of the theme of the Agile Kata series. And I have here today with me, Ke…
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Joe has a book “Agile Kata” in the making, if you like to be the first to know when it launches, please visit www.agilekatabook.com. Transcript: Agile.FM Radio for the Agile Community. [00:00:05] Joe Krebs: Thank you for tuning in to another episode of Agile FM and I have here Melissa Perri with me. That is melissaperri. com. She's the author of th…
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