Exit is Now: Plan Accordingly

Exit is Now: Plan Accordingly

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.

Episodes

April 30, 2026 47 mins

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 J...

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Season 4 continues with a special introduction to the Exit Planning Summit. In this episode, Scott sits down with Ben Utecht, the Summit’s opening keynote speaker, and Tommy Breedlove, the closing keynote speaker, to preview the powerful conversations ahead.
 
Ben shares insight into The Champion’s Creed and how belief systems, intentional culture, and disciplined mindset shape high-performing teams. Tommy discusses his ...

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Season 4 continues with a real world example of culture in action. Scott sits down with Paige Wysocki to discuss her journey from intern to VP of Marketing and Brand Strategy and how documented culture creates clarity, consistency, and growth.

Paige shares how leaders scale culture through people, process, and intentional development, and how culture becomes a growth engine when it is clearly defined and lived.

For th...

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In Part 2 with Ben Utecht, the conversation shifts from documentation to execution. Scott and Ben discuss how culture becomes measurable, scalable, and manageable when leaders treat it as an operating system rather than a slogan.

The episode explores how documented culture drives accountability, performance, and long term value creation.

For leaders who want culture to drive results and not just conversation, this epi...

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March 5, 2026 42 mins

This Season 4 episode begins the conversation on documenting culture. Scott sits down with Ben Utecht to explore why culture happens by default or by design and why leaders must be intentional about capturing what they believe.

Ben explains the importance of a culture creed and why documenting culture is essential before it can be scaled, measured, or managed.

For leaders serious about preserving culture as their orga...

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February 19, 2026 55 mins

Season 4 continues with a foundational conversation on culture, belief, and mentality. In this episode, Scott sits down with Josh Koza to explore the pivotal moments, trust accelerators, and mindset shifts that helped shape EPI’s value creator culture.

Throughout the conversation, Scott and Josh discuss how culture is formed long before it is documented and why belief systems, trust, and defining moments matter more than tac...

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February 5, 2026 62 mins

Season 4 continues with Part 2 of the conversation with Dr. Fred Johnson, shifting the focus from awareness to action. Scott and Dr. Fred Johnson explore the leadership mentality behind high trust cultures and how trust accelerates or undermines performance.
 
The episode highlights why mentality matters more than strategy, how leaders shape culture through their decisions, and what it takes to turn trust into a true adv...

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In this Season 4 episode, culture is examined through an outside lens. Scott is joined by Dr. Fred Johnson to share insights on leadership awareness, belief systems, and the blind spots that quietly shape organizational culture.

The conversation focuses on seeing culture clearly before trying to change it. Scott and Dr. Johnson discuss trust, awareness, and the leadership mentality required to build a high-trust value creato...

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January 8, 2026 5 mins

Season 4 is officially underway and this Quick Look episode gives you a preview of what is ahead.

In this short episode, we are sharing highlight clips from the first few conversations of Season 4. You will hear insights from exit planning experts, advisors, and business owners as they dive into real-world strategies, lessons learned, and the moments that matter most when preparing for a successful exit.

If you are th...

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In this special episode of the "Exit Is Now" podcast, Scott reviews some of the top moments from the Exit Is Now Podcast and teases some of our upcoming guests for our 2026 season.

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:

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Join us for a Flip the Script episode of The Exit Is Now podcast as Kris Snyder interviews Scott Snider in a thoughtful and personal conversation about leadership, succession, and the emotional side of exit planning. Scott shares his experience stepping into a second generation role, navigating family expectations, confronting burnout, and redefining success beyond work. Kris guides the discussion toward the deeper challenges that ...

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Join us for a special episode of The Exit Is Now podcast as Scott Snider welcomes 2025 Exit Planner of the Year, Joe Seetoo. In this conversation, Joe shares what it means to be a best in class advisor, exploring how to change the way we engage with owners, the importance of collaboration and chapter leadership, and the value of lifelong learning. From developing the Strategist toolkit to building Morton into a scalable firm, Joe o...

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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 pr...

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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 Methodol...

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Join us for a Flip the Script episode of The Exit Is Now podcast as Drew English, EPI’s Director of Membership, interviews Scott Snider about the future of membership and the meaning of member entanglement. Together they unpack why EPI is investing in a new membership strategy, how entanglement differs from engagement, and what tools are helping CEPAs implement value acceleration more effectively. Scott also shares the long-term vi...

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Join us for a Partner Summit Special episode of The Exit Is Now podcast as Scott Snider welcomes Rick Krebs, owner of MyBizValue, business sales expert, and president of EPI’s Utah Chapter. Rick shares how he identified a market need for affordable valuations at the triggering event, helping advisors and owners shift from an income generation mindset to value creation. He also discusses the power of collaboration over competition, ...

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In this episode of The Exit is Now podcast, host Scott Snider welcomes Jeff Armstrong, a seasoned entrepreneur and Partner at Cultivate Advisors through DriveValue.com. Together, they explore the pivotal role Cultivate Advisors plays in the exit planning ecosystem, offering strategies and insights that help business owners prepare for their next chapter. Jeff also shares how his own journey as a business owner has shaped his perspe...

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Join us for an insightful episode of The Exit Is Now podcast as Scott Snider welcomes Rebecca Davis to the studio. In this conversation, Rebecca shares how her clinical background informs her work with business leaders, helping them address burnout, boundary-setting, and culture misalignment head-on. They explore why leadership health is foundational to company value, how culture issues show up in due diligence, and what business o...

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Join us for an exclusive episode of The Exit Is Now podcast as Scott Snider flips the mic with EOS Implementer Kyle Danner in a candid conversation about operational structure, leadership growth, and culture at scale. Scott opens up about how implementing EOS helped decentralize the business, create a healthier team dynamic, and enable more deliberate decision-making. From printing and distributing their VTOs company-wide to creati...

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Join us for an exclusive episode of The Exit Is Now podcast as Scott Snider welcomes Neil McPeak into the studio for an honest and impactful conversation. From Olympic rowing to co-owning a multi-advisor firm with his father, Neil shares how discipline, team dynamics, and one major client loss reshaped their entire business model. He opens up about transitioning from general advising to pre-sale business owner specialization, and h...

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