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

October 1, 2026 • 43 mins
Join me in this episode of Exit is Now: Plan Accordingly as I sit down with Craig, a seasoned value advisor, to explore the essential elements of connecting with business owners. We discuss the importance of authenticity and building trust through meaningful conversations, rather than relying solely on technical jargon. Craig shares his unique approach to helping business owners evolve their mindset towards value creation, emphasiz...
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In this episode, Scott Snider sits down with Mike Garrison to continue the conversation around CEPA activation and what it takes for advisors to become part of a business owner’s path, strategy, and plan. Mike challenges advisors to think differently about how they approach owners, beginning with a complete commercial sales process and a willingness to move beyond technical conversations. He shares why confidence grows when ...
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In this episode, Scott Snider continues the advisor activation series with Drew Watkins, exploring how advisors can become a meaningful part of a business owner's path, strategy, and plan. As business owners gain greater access to information and technology, advisors must evolve beyond technical expertise and focus on building trust, delivering insight, and creating stronger relationships. Scott and Drew discuss where advisors o...
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In this episode of Exit Is Now: Plan Accordingly, I sit down with Kathleen, a long-time partner in the EPI community, to explore the importance of activating the SEPA (Certified Exit Planning Advisor) designation. We discuss how advisors can effectively engage business owners, emphasizing the need for collaborative conversations that focus on the owners' goals and the future of their businesses. Kathleen shares her insights on buil...
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In this episode of Exit is Now: Plan Accordingly, I sit down with exit planning expert Joe to discuss the critical art of activating professional advisors and business owners on their exit planning journey. We dive into the nuances of understanding entrepreneurs beyond surface-level solutions, emphasizing the importance of curiosity, clarity of problems, and collaborative solution-building. Joe shares insights on how to engage effe...
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In this episode, Scott Snider sits down with longtime CEPA Chuck Mohler to explore the power of collaboration, intentional planning, and creating freedom through value creation. Drawing from more than a decade in the exit planning profession and the lessons from his new book, Unlocking the Door to Freedom, Chuck shares how advisors can better position themselves to serve business owners and guide them toward meaningful outcomes. ...
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In this episode of Exit Is Now: Plan Accordingly, I dive into the concept of Narrative Intelligence and its pivotal role in exit planning. Join me as I speak with storytelling expert Chris, who emphasizes the importance of uncovering the hidden stories that shape business owners' journeys. We explore how these narratives can transform the relationship between advisors and their clients, fostering deeper connections that go beyond m...
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In this episode, Scott Snider continues the Vision and Rhythm conversation with Senior Director of Operations Chase Ross, focusing on two essential ingredients in the recipe for sustainable growth: Rhythm and Performance. Drawing on his unique journey through multiple roles at Exit Planning Institute, Chase shares how consistent communication, intentional planning, and disciplined execution help transform vision into results. Fr...
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In Part 2 of this conversation, Scott Snider and Renee Russo shift from vision to execution by focusing on rhythm, the operating discipline that brings strategy to life. Renee explains that even the strongest vision will fail without consistent habits, structured communication, and accountability. From weekly meeting cadences to clear scorecards and data driven decision making, she outlines how rhythm creates alignment, surfaces i...
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In Part 1 of this two part conversation, Scott Snider sits down with Renee Russo to explore one of the most critical, yet often overlooked, elements of value creation. Vision. Renee breaks down why vision is not just a leadership exercise, but a strategic driver of focus, alignment, and long-term enterprise value. From defining a clear ten year direction to building a practical three year picture, she explains how vision creates c...
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Scott Snider takes the Podcast Stage again at the 2026 Exit Planning Summit and brings together four leaders who reflect the evolution of exit planning from early concept to a structured, scalable discipline. Douglas Dickey and Craig West share perspective from the early days, when exit planning lacked formal process and required building systems from scratch. Today, their experience reinforces the importance of discipline, repea...
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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 di...

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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 th...

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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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