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Partner Summit Special: The Role of Valuation in Exit Planning

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Manage episode 516663460 series 3433112
Content provided by Scott Snider. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Snider or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Join us for a Partner Summit Special episode of The Exit Is Now podcast as Scott Snider welcomes Shina Culberson, President of Quist Valuation. With more than 40 years of experience, Quist specializes exclusively in business valuation and serves as a trusted partner to CEPAs nationwide. In this conversation, Shina explains why valuation is purpose-driven, outlines the different approaches used across the Value Acceleration Methodology, and walks through the process of delivering a certified valuation. She also explores the role of AI in valuation and why judgment, experience, and relationships remain irreplaceable. Whether you are an advisor guiding clients or an owner beginning your exit journey, this episode will deepen your understanding of valuation’s critical role.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
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
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
#ExitPlanningInstitute #ScottSnider #Podcast
============================================
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.

  continue reading

75 episodes

Artwork
iconShare
 
Manage episode 516663460 series 3433112
Content provided by Scott Snider. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Snider or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Join us for a Partner Summit Special episode of The Exit Is Now podcast as Scott Snider welcomes Shina Culberson, President of Quist Valuation. With more than 40 years of experience, Quist specializes exclusively in business valuation and serves as a trusted partner to CEPAs nationwide. In this conversation, Shina explains why valuation is purpose-driven, outlines the different approaches used across the Value Acceleration Methodology, and walks through the process of delivering a certified valuation. She also explores the role of AI in valuation and why judgment, experience, and relationships remain irreplaceable. Whether you are an advisor guiding clients or an owner beginning your exit journey, this episode will deepen your understanding of valuation’s critical role.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
============================================
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
============================================
CONNECT WITH SCOTT ON SOCIAL MEDIA
YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA
Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835
Website: https://exit-planning-institute.org
#ExitPlanningInstitute #ScottSnider #Podcast
============================================
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.

  continue reading

75 episodes

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