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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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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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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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This episode, Josh and Corey sit down with Ryan Haggerty. Ryan works in economic mobility, including workforce development programming and how people connect. We talk about the Warhol Academy and the opportunities they provide. Dreaming bigger than yourself. Taking your first steps fearlessly. And how mentors can cause a shift in your perspective. …
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This episode, Josh and Corey sit down with Matt Thornton. We talked about his work with the Warhol Museum initiative, The Pop District and working to create the Warhol Academy. His early influences in video. The road of recovery and focusing on what’s within to quiet outside chatter. His time in comedy and the experience of a video gaining traction…
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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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This episode, Josh and Corey sit down with Dr. Alex Pattison. We discussed his early interest in the chiropractic field. Work life harmony. Setting out to do great work and leading from a helping perspective. The impact of faith on work. Making people feel heard in the medical industry. And what is in-store for our business in 2024. Check out all t…
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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…
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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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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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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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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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This episode Josh and Corey sit down James Nestor for our 100th Episode of Thoughtful Discussions. From 2017 to today we’ve had a lot of great conversations, and this show isn’t any different. James Nestor is an artist, photographer, sculptor, and so much more. We discussed growing up in a creative household to working at the Carnegie Museum of Art…
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This episode Josh and Corey sit down with Justin Avi from Saint Ravioli, a handmade ravioli business located in the Bloomfield neighborhood of Pittsburgh. We discussed what it means to be a ravioli craftsman. Transitioning from a job to a passion. This differences of pasta and how you work with them. And we try some delicious food. Check out all th…
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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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This episode Josh and Corey sit down with Chris Boles, Founder and Manager of Redfishbowl, a grassroots artist collective that unifies creative networks, genres, and mediums through the common thread of art, music, and performance. From starting at Delanie's Coffee in South Side helping artists sell their work to establishing Redfishbowl. We discus…
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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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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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This episode Josh and Corey sit down with Desiree & Chris from Local Good; they help artists sell their work and grow while also contributing to charity. We talked about their primary trifecta being to highlight the artist, the medium, and the charity the artist wants to support. Hearing artist’s stories and struggles. Having someone to check you t…
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This episode Josh, Brittany, and Corey sit down with local comedian and one of the hosts of Greenfield’s Finest Podcast, Mike Zydel! Content warning in this episode we talked about drugs and other adult themes. We discussed recovery from drugs and alcohol. Speaking in your own way with creativity when you don’t know what to say. Starting out in sta…
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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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This episode we have on Artist Aaron Ellis. We discussed early inspiration. Choosing to pursue music over college. The first time in a big studio and the feelings that come with dropping your first song. Using social media to make connections. Developing your own system. And combating your feelings to keep creating. Check out all that and more in t…
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This episode we have on Cinematographer/Photographer Fernando De La Cruz. We talked about his work with musicians and his entrepreneurial journey. The constant thread line of wanting to be creative. Going from being on his first stage to making short films. How aiming for perfection can stop you from even starting. Finding the art in what you do. A…
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We are officially into season two of the Exit Is Now Podcast! Join as Scott Snider shares some insights into this season of the podcast, highlights some new research from EPI, and gives a sneak peek at upcoming guests and topics for this new season! Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute Connect with Scott: https://ww…
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Paige and I review some of our favorite moments from the Exit Is Now Podcast and tease some of our upcoming guests for our 2024 season. Next year we are also flipping the script and I will be the one in the hot seat as the EPI Team interviews me! Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute Connect with Scott: https://www.l…
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On this episode of the Exit Is Now Podcast, Scott Snider is joined by Jessica Failkovich, business exit expert and Founder of Exit Factor. Jessica and Scott discuss Jessica's journey to exit planning, her past careers, and her book, Getting the Most for Selling Your Business. Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute Con…
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In this episode, Josh sits down with Aadam Soorma, the head of marketing for Trace Brewing. We catch up on his journey since he was last on in 2018. From being a marketing freelancer to helping launch a brewery during the beginning of Covid and how that changed the strategy. Delegating work and saying no. Dealing with overflow and taking on other c…
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On this episode of Exit Is Now, Scott Snider is joined by two CEPAs from FocusCFO, Darren Cherry and Michael Stier. Darren, Michael, and Scott talk about the functional specialists on the exit planning team and how CFOs play a pivotal role in the value acceleration methodology. Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute C…
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Another great guest and another fellow young entrepreneur, Casey Clark. We have a lot in common and have grown some pretty significant companies over our careers and are now in the same industry: helping business owners grow their businesses. Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute Connect with Scott: https://www.linke…
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Join Scott Snider for an insightful and inspiring podcast episode as he talks with Mike McGrann. Mike's journey in the world of family business and family enterprise education has been nothing short of remarkable. Since joining the CEPA faculty, he has left an indelible mark by educating over 3,000 CEPAs in our CEPA programs. Want to learn more? Go…
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Corey and Josh sat down with Owner of Niplids and Founder of Artists Talk Mental Health, Sydney Davis. We talked about growing up, writing poetry and using spoken word to express herself. Pushing yourself through the new and scary to break the boundaries of your comfort zone. Her first born venture Niplids, how it started in 2017, and the inspirati…
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In this episode, Corey and Josh sit down with Xavier “Art” Thomas from Art Like Us. Xavier is a Luxury Personal Photographer who has worked with talents like Wiz Khalifa, Wopo, PK Delay, and more. We talked about his love of photography and starting out with disposable cameras as a kid. The moment when the lightbulb goes off and you realize you can…
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Scott Snider is joined by a very special guest on the Exit Is Now podcast. Mike Fischer is the managing partner at Wilco Tech. He is an investor in multiple ventures and an exited owner himself. Scott's story with Mike goes back to 11 years ago when EPI worked out of Mike's former office behind a cigar shop. Mike shares the stories of building a bu…
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In this episode, Josh and Corey sit down with Brandon Lehman, a musician and event producer. They explore Brandon's musical journey, from his first guitar to handling hecklers on stage. They delve into the performer's mindset and discuss Little Giant, a unique facility that started as a rehearsal space and evolved into a vibrant hub for music, teac…
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Scott Snider is joined in the Exit Is Now Podcast studio by award winning CEPA, Julie Keyes. Julie shares invaluable business growth lessons from her past and present businesses. Scott and Julie talk about her role as a woman entrepreneur for over 35 years and how she incorporates exit planning into her strategies, showcasing how her journey shapes…
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*Content Warning: Mature Subjects Discussed* Join Josh and Brittany as they chat with local artist Reverend Daisher Rocket in this episode. We discuss the idea of image and how you perceive yourself in the world/how the world perceives you and how that can play into art. Getting a cease and desist from Disney. What goes into preparing for a mural a…
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Join Scott Snider as he sits down and talks with his father, Christopher Snider. On this episode, Scott and Chris dive deep into the remarkable 10-year entrepreneurial journey that transformed EPI from a small start up into a decentralized and scalable business. Join us as we unravel the captivating narrative of Chris Snider, not just as the author…
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In this engaging episode, Josh sits down with the talented abstract artist Scott Kowalski. Together, they delve into the world of abstract art, exploring its magic and inspiration. Scott shares how he was encouraged to pursue art from a young age and the exhilarating feeling when a stranger becomes a collector of his artwork. They discuss the reali…
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Join Scott Snider as he sits down and talks with his father, Christopher Snider. On this episode, Scott and Chris dive deep into the remarkable 10-year entrepreneurial journey that transformed EPI from a small start up into a decentralized and scalable business. Join us as we unravel the captivating narrative of Chris Snider, not just as the author…
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