Join us for a Partner Summit Special episode of The Exit Is Now podcast as Scott Snider welcomes Andrew Nikolai of CSG Partners to discuss the rising role of employee ownership in exit planning. Andrew explains why ESOPs are a powerful option for business owners, offering unique tax benefits, cultural continuity, and wealth-building opportunities for employees. He walks through the ideal company profile, outlines the three-stage process from education to transaction, and highlights why ESOPs are becoming a more mainstream choice in the era of the silver tsunami. This episode provides practical insights for advisors and owners alike on how employee ownership can align purpose, legacy, and liquidity.
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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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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YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
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Website: https://exit-planning-institute.org
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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.