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Artwork for Exit is Now: Plan Accordingly

Exit is Now: Plan Accordingly

Scott Snider
Exit Planning
Value Acceleration
Exit Planning Institute
Entrepreneurship
Family Business
Leadership
Personal Planning
Business Valuation
Business Ownership
Culture
Business Growth
Exit Planning Summit
Human Capital
Teamwork
Organizational Systems
Employee Growth
Relationship Management
Artificial Intelligence
Culture Creed
Financial Planning

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.

PublishesTwice monthlyEpisodes98Founded4 years ago
Number of ListenersCategories
EntrepreneurshipBusiness

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Artwork for Exit is Now: Plan Accordingly

Latest Episodes

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 me... more

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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 differentl... more

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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 tec... more

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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 effectiv... more

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Recent Guests

Mike Garrison
SIPA faculty, author, advisor working with business owners
Exit Planning Institute
Episode: Why Great Advisors Start With Risk, Not the Exit
Joe Straserie
Advisor, author of Motive
Exit Planning Institute; author of Motive
Episode: Curiosity Before Strategy: The Advisor's Path to Better Conversations
Chase Ross
Senior Director of Operations at EPI
Exit Planning Institute (EPI)
Episode: The Operating System of a Value Creator Culture
Douglas Dickey
SEPA member; early pioneer of Exit Planning Institute
Exit Planning Institute (EPI)
Episode: Summit Special featuring Douglas Dickey, Jason "Wally" Waldron, Craig West, & Renee Russo
Craig West
15-year SEPA and international practitioner from Sydney, Australia
Exit Planning Institute (EPI)
Episode: Summit Special featuring Douglas Dickey, Jason "Wally" Waldron, Craig West, & Renee Russo
Renee Russo
2026 Exit Planner of the Year; author and mentor
Exit Planning Institute (EPI)
Episode: Summit Special featuring Douglas Dickey, Jason "Wally" Waldron, Craig West, & Renee Russo
JT Tatem
Executive from Transworld tied to the convergence with SEPA network
Transworld
Episode: Summit Special featuring JT Tatem, Todd Yeiter, & Neil McPeak Jr.
Todd Yeiter
Leader recognized in exit planning space
Unspecified in transcript
Episode: Summit Special featuring JT Tatem, Todd Yeiter, & Neil McPeak Jr.
Neil McPeak Jr.
Presale advisor and founder/leader focusing on presale strategy for business owners
Transworld Transworld Presale Advisory / SEPA context
Episode: Summit Special featuring JT Tatem, Todd Yeiter, & Neil McPeak Jr.

Host

Scott Snider
Host of the podcast

Reviews

4.3 out of 5 stars from 16 ratings
  • Thank me later

    The Exit Is Now Podcast cuts through the surface-level exit chatter and gets straight to what actually matters. This isn’t a show about someday plans or theoretical valuations. It’s about real decisions, real consequences, and the realities founders face when an exit becomes imminent.

    What sets this podcast apart is its willingness to explore the human side of exits alongside the strategic and financial considerations. The conversations feel grounded, thoughtful, and refreshingly honest. You’re... more

    Apple Podcasts
    5
    Jerome. M
    United States9 months ago
  • Too much talk about Scott’s life

    Scott is not a good interviewer. He doesn’t leave enough time for the guest to speak. I hear the same thing every podcast because Scott repeated himself. A lot of potential but maybe do better on questions and let guest talk 80% of the time not 40-50%

    Apple Podcasts
    1
    Exit enthusiast
    United Statesa year ago
  • Misses the mark

    Listened to a few of these. Too much personal chatter, mutual admiration, etc. shoudl stick to high quality actionable content. Getting right into it hold attention.

    Apple Podcasts
    2
    SteveW1314
    United States2 years ago
  • Great podcast!

    This is great content for everyone involved/interested in the world of business planning. Tons of expertise and experience!

    Apple Podcasts
    5
    GLGrombacher
    United States4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Deep, practical takeaways and real-world from owners and operators.
Great depth on culture and value creation for business exits.
Challenging interviewer critiques suggest room for more guest speaking time.
Solid mix of practitioners and actionable insights for listeners.

Top Entrepreneurship Podcasts

Talking Points

Recent interactions between the hosts and their guests.

From Information to Impact: Helping Advisors Stay Relevant
Q: How do you see AI changing the advisor's role without diluting trust with clients?
AI should handle data-heavy tasks in the background, freeing advisors to have meaningful, trust-building conversations with owners, while retaining the advisor's judgment and voice in final recommendations.
What Do I Do Now? Turning Exit Planning Knowledge into Action
Q: Yeah, what do I do now?
Initially, the advisors should frame conversations around the business owner's origin and goals, not immediately discussing exit; they should use a starter toolkit, then bring in the right specialists as the relationship deepens.
The Operating System of a Value Creator Culture
Q: What does running the business by the numbers look like in practice?
The focus is on dashboards and KPI tracking, using real-time data to identify trends, make quicker decisions, and prevent drift, with a emphasis on combining top-level and executive-level metrics.
The Operating System of a Value Creator Culture
Q: Why is the Monday morning company-wide meeting important and how do you prep for it?
Chase explains that the meeting keeps everyone informed as the company grows, with running lists gathered throughout the week, and a structure that includes topic input, big rocks, and reports from champions to ensure clarity and alignment.
DriveValue.com Special: Flipping the Script: Kris Snyder Interviews Scott Snider
Q: Tell me a little bit about your planning process, what you're looking forward to.
Scott speaks about his planning process, which involves strategic retreats and aligning budgets with values for the company. He emphasizes team bonding and decision-making based on company performance.

Audience Metrics

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Frequently Asked Questions About Exit is Now: Plan Accordingly

What is Exit is Now: Plan Accordingly about and what kind of topics does it cover?

A show focused on practical exit planning and value creation for owners and advisors. Episodes cover building value through culture, rhythm, and disciplined operating systems, with hands-on frameworks, real-world examples, and stories that connect personal goals to business outcomes. Notable is the emphasis on narrative coaching, owner readiness, and collaboration across practitioners, SEPAs, and thought leaders to accelerate exits and succession. The format often blends case studies, interviews with seasoned practitioners, and strategic insights designed to help listeners turn plans into measurable value.

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Which podcasts are similar to Exit is Now: Plan Accordingly?

These podcasts share a similar audience with Exit is Now: Plan Accordingly:

1. THE ED MYLETT SHOW
2. My First Million
3. Morning Brew Daily
4. Wall Street Breakfast
5. The Mel Robbins Podcast

How many episodes of Exit is Now: Plan Accordingly are there?

Exit is Now: Plan Accordingly launched 4 years ago and published 98 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Exit is Now: Plan Accordingly?

Recent guests on Exit is Now: Plan Accordingly include:

1. Mike Garrison
2. Joe Straserie
3. Chase Ross
4. Douglas Dickey
5. Craig West
6. Renee Russo
7. JT Tatem
8. Todd Yeiter

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