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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The Exit Planning Institute© recently released a survey that said 75% of business owners regret selling their business 12-18 months post sale. At Decision Points, we are committed to preparing and inspiring business owners to successfully operate, and one day sell, their business with maximum fulfillment in all aspects of their personal and professional lives. We’re speaking with business leaders, strategic coaches, exited entrepreneurs, mentors, and technical experts sharing their successes ...
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Thinking Transportation: Engaging Conversations about Transportation Innovations
Texas A&M Transportation Institute
Our ability to get from Point A to Point B is something lots of us take for granted. But transporting people and products across town or across the country every day is neither simple nor easy. Join us as we explore the challenges on Thinking Transportation, a podcast about how we get ourselves — and the things we need — from one place to another. Every other week, an expert from the Texas A&M Transportation Institute or other special guest will help us dig deep on a wide range of topics. Fi ...
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I do Succession and Exit Planning for a living. This podcast is for the next generation of 'business owner'. We talk everything from financial strategy to leadership to emotional intelligence in order to prepare you for the throne.
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The Disruptive Successor Show is a podcast for next-generation leaders in family businesses and entrepreneurs who want to disrupt the status quo to grow their business and take it to the next level. We all know that what got us here isn’t going to get us there. If you are taking control over your family’s business or trying to get your business to the next level, you will need inspiration, advice and resources to help you create a massive impact. Listeners of my show include not only the mil ...
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Wealth. Business. Personal finance. Each episode, hear thought leaders, business owners, and finance experts share their tales of successful entrepreneurship, innovative financial strategies, and the art of balancing wealth with personal fulfillment. Hosted by Jordan Rodriguez, CFP, CEPA, a seasoned expert in wealth management and business consulting. Presented by Chagrin Valley Business Strategies and Wernick Spear Wealth Managers
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Weekly Impact by Lay of The Land is Jim Haviland and Kris Snyder's deep dive into the timeless lessons from Cleveland's most inspiring founders, CEOs, and leaders, alongside timely updates on community developments throughout Northeast Ohio. Join us each week as we uncover the insights and stories that shape our region's professional landscape.
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Alan is managing partner at Greenstein, Rogoff, Olsen & Co., LLP, (GROCO) and is a respected leader in his field. He is also the radio show host to American Dreams. Alan's CPA firm resides in the San Francisco Bay Area and serves some of the most influential Venture Capitalist in the world. GROCO's core competency is advising High Net Worth individual clients in tax and financial strategies. Alan is a current member of the Stanford Institute for Economic Policy Research (S.I.E.P.R.) SIEPR’s ...
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8-12-24 Andor Creative, Exit Planning Institute
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In this conversation, Jim Haviland and Kris Snyder discuss various topics including leadership development, the importance of having an exit plan for businesses, and the value of financial modeling. They highlight the need for leaders to continuously develop their skills as their businesses grow and evolve. They also emphasize the significance of p…
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Not So Fast! Can driver behavior influence how speed limits are set?
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Factors that determine speed limits on a given roadway have a lot to do with physical conditions along the route, but how fast drivers want to go figures into the equation, too.By Bernie Fette, Marcus Brewer
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Culture and Valuation: Key Factors In Business Success With Terry Johnson
48:46
48:46
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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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How to Run a Successful Multigenerational Family Business with Bard Manufacturing
32:32
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In 1914, Dale Bard launched Bard Manufacturing Company in Bryan, Ohio. Today, Bard Manufacturing is an international leader in the commercial heating and cooling industry known for its integrity, quality products, and exceptional customer service. In this episode, Host Jordan Rodriguez interviews leaders from the 4th Generation (Bill Steel and Pam …
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Decision Points E31 - Joe Eastin’s Rise from Rural Roots to Global Business
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On this week’s episode of Decision Points, True North invites guest Joe Eastin, Executive Chairman and Chairman of the Board at ISN. Raised on a farm outside Tulsa, Oklahoma, Joe's upbringing instilled in him the values of hard work and determination. His early days in Adair, under the influence of his World War II veteran father and a devoted moth…
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8-5-24 Joshua Edwards, Digital-C, Community Flywheel, EPI
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In this conversation, Jim Haviland and Kris Snyder discuss the importance of good infrastructure and solving the digital divide. They highlight the work of Joshua Edmonds, who is working on providing affordable internet access through his company Canopy. They also touch on the history of internet connectivity and the need for access to healthcare a…
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7-29-2024 Bob Malley, Cleveland Innovation Summit
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In this conversation, Jim Haviland and Kris Snyder discuss the story of Bob Malley and Malley's Chocolates, a successful family business. They highlight the importance of succession planning and the respect for the work that went before. They also discuss the concept of 'Malley moments' and how the emotional impact of a product can create a lasting…
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7-22-24 Craig Hassall (Playhouse Square) IoVs and Innovation Summit
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In this episode, Jim Haviland and Kris Snyder discuss their recent interviews with non-traditional entrepreneurs and their impact on the Cleveland community. They highlight the importance of changing the negative perception of Cleveland and embracing its rich history and authenticity. They also discuss the cyclical nature of cities and the need for…
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7-15-2024 Lost & Found in Cleveland, Encore Venture labs
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In this episode, Jim Haviland and Kris Snyder discuss the entrepreneurial journey of Keith Gurchuk and Marissa Guterman, who made a film called 'Lost and Found in Cleveland'. They talk about the importance of purpose over paycheck and the difference between working for a paycheck and seeking purpose in work. They also highlight the level of hustle …
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7-8-24 Forward Hospitality and Creative Infrastructure
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In this episode, Jim Haviland and Kris Snyder discuss the recent podcast episode with Mitchell Vargo from Forward Hospitality Group. They highlight the importance of having an intentional operating system for business success and the benefits of implementing EOS (Entrepreneurial Operating System). They also talk about the creative infrastructure in…
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7-1-24 Genome Oncology , Q3, learning to record version
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In this conversation, Jim Haviland and Kris Snyder discuss three main topics: the Lay of the Land podcast with Ian Mauer of Genome Oncology, their sessions for the week, and the start of Q3. They highlight Ian's description of Genome Oncology as a clinical decision support system and his approach to learning and evolving. They also discuss the role…
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6-24-24 Umberto Fedeli, EO, and Entrepreneurial Restauranting
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17:22
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In this conversation, Jim Haviland and Kris Snyder discuss various topics related to business building and entrepreneurship and the lessons learned from Umberto Fedeli. They talk about the importance of being a student of the game and continuously learning, as well as the significance of having a clear purpose and being in the right place doing the…
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6-17-24 Vytalize, E&Y Winners, Impact Moments
15:46
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In this conversation, Jim Haviland and Kris Snyder discuss three main topics: the podcast episode with Matt Shapiro from Vitalize, the Ernst & Young Entrepreneur of the Year awards, and their session days. They highlight key takeaways from each topic, including the stages of business development, the importance of clear communication, and the need …
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6-10-24 Atomic Industries, Landi Industries, Burk Enterprises, Color3
11:58
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Jim Haviland and Kris Snyder discuss Lay of the Land episode #169 with Aaron Slodov, including Aaron's Manifesto, his mission to exascale American manufacturing, and the importance of skilled labor. They talk about Jeremiah Landi who helps startups turn ideas into products and his multi-faceted background. Finally, they mention Introductions of Val…
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6-3-24: Oko, North Coast Ventures, EO CLE
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This episode reviews the Lay of the Land podcast with Darren A. Small and his company, Oko, AI and workflow automation. Also discussed event by North Coast Ventures is also discussed, mentioning portfolio companies like Society Brands. The episode concludes with a conversation about EO, a business owner's network. This week's Lay of the Land episod…
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Episode 180 - The Winning Mindset: Strategies from Elite Athletes to Achieve Peak Performance
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Dr. Kimberly Wagner is a licensed psychologist and performance coach with over a decade of experience working with elite athletes and business professionals, including Major League Baseball players. She conducted a study on the mental skills and characteristics that enhance performance in Major League Baseball players, which led to the development …
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Flipping the Script: Jocelyn Bires Interviews Scott Snider
31:05
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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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Financial Psychology with Dr. Moira Somers, Blackwood Family Enterprise Services
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36:06
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The psychological aspect of finance is not one to be slept on. In this episode, Host Jordan Rodriguez interviews Dr. Moira Somers, Founding Partner and Chief Learning Officer of Blackwood Family Enterprise Services. She specializes in the growing new field of financial psychology and the associated family dynamics. Hear how money is tied to emotion…
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Revisited: At the Intersection of Engineering and Psychology -- How a diverse team manages special event traffic.
24:51
24:51
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When special events set new records for attendance, they tend to do the same for roadway gridlock. To ensure success, experts rely on the right mix of traffic planning and outreach.By Bernie Fette, Debbie Albert
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Charitable Strategies with Dan Nigito, American Philanthropic Advisors
48:57
48:57
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How do you avoid becoming an accidental philanthropist? In this episode, Host Jordan Rodriguez interviews Dan Nigito, CEO of American Philanthropic Advisors and Author of The Power of Leveraging the Charitable Remainder Trust. He's been serving the financial services industry for 35 years and specializes in using Charitable Remainder Trusts (CRTs),…
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Finding Your Market Niche: Expert Insights from Matt DiFrancesco
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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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Episode 179 - Understanding Conflict in Family Businesses with Doug Baumoel
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Doug Baumoel is the founder of Continuity Family Business Consulting and a renowned expert in managing conflict within family enterprises. With over 25 years of experience, Doug has developed a unique systems approach to resolving deep-seated family disputes. He is the co-author of the influential book "Deconstructing Conflict: Understanding Family…
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Real Estate as a Business Asset with Blair Wood and Kevin Joseph, Weber Wood Medinger
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36:07
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Real estate is often overlooked as a business asset. In this episode, Host Jordan Rodriguez interviews Blair Wood and Kevin Joseph, Partners at Weber Wood Medinger. They’re an expert real estate investment advisory that started in 1968. Hear why it’s important to consider the real estate before selling your business, how a sale leaseback works, how…
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The Never Ending Story? Why road projects take so long to complete.
29:12
29:12
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Building a new highway involves a complex and painstaking process, one that begins years before the folks in hard hats and orange vests arrive on the scene.By Bernie Fette, Bill Eisele
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What Makes a Business Valuable? With Shina Culberson, Quist
38:14
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How is a business valuation determined? In this episode, Host Jordan Rodriguez interviews Shina Culberson, President of Quist. She has over two decades of financial and valuation experience and specializes in business and securities valuation engagements for corporate finance, financial reporting, and tax purposes. Hear the 4 phases of the business…
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Episode 178 - The Quantum Leap Technique with Mark Scherer, PhD.
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Known as “the coach for coaches”, Mark Scherer has had the pleasure of working with thousands of individuals, including executives, entrepreneurs, healthcare professionals, coaches, and leaders - enabling them to navigate the most challenging personal chapters of their lives. As a certified business mentor, Mark applies his many modalities to help …
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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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Episode 177 - Talking Family Enterprise with M&A Advisor R. Adam Smith
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37:31
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R. Adam Smith is a distinguished strategic advisor, financier, and deal maker with over two decades of experience in private company finance and family offices. As a LinkedIn Top Voice and seasoned board member of 10x companies, he brings extensive expertise in family business dynamics. He is the founder and host of Family Business Audiocast, the s…
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Business Owner’s Mindset with Scott Snider, Exit Planning Institute (EPI)
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Exit planning starts long before the exit. In this episode, Host Jordan Rodriguez interviews Scott Snider, President of the Exit Planning Institute (EPI) and Operating Partner of Snider Premier Growth, a small family investment company. He’s a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Hear his entrepreneur…
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Transferring Wealth with Scott Mashuda, REAG
36:29
36:29
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M&A is a process - not an event. In this episode, Host Jordan Rodriguez interviews Scott Mashuda, Co-Founder and Managing Director of REAG. They’re a certified and award-winning lower-middle market investment bank who are experts in the sale, acquisition, valuation, dissolution, and consolidation of closely-held companies. Hear how Scott decided to…
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Being an Elite Operator with Jon Park, Westfield Bank
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Welcome to Price Discovery: Money & Mindset! It takes a ton of effort and experience to become an elite operator. In this episode, Host Jordan Rodriguez interviews Jon Park, the retired Founder, Chairman, and CEO of Westfield Bank - a 2001 startup and now one of Ohio’s largest community banks. He currently serves as a Director of 4 corporations - 2…
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Episode 176 - Talking with Scott Snider, Next-Gen Leader and President of Exit Planning Institute
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Scott Snider is a recognized expert in family business dynamics and the CEO of Exit Planning Institute (EPI), where he leads efforts to educate advisors and business owners on succession planning and value acceleration strategies. With a background in finance and a passion for helping businesses navigate leadership transitions and maximize their va…
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Anchors Aweigh: How maritime interests occupy a vital link in the freight industry.
26:17
26:17
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We rely upon waterborne shipping for most of the products we buy and use every day. We hardly give that reliance any thought at all – until something goes wrong.By Bernie Fette, Jim Kruse
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Flipping the Script: Josh Koza Interviews Scott Snider
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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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Episode 175 - Models for Next Gen Giving — Unleashing the Power of Philanthropy with Shelley Hoss and Drew Hoeven
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Shelley Hoss, Chief Executive Officer at Orange County Community Foundation, brings over 38 years of leadership in philanthropic organizations to the discussion. She offers deep insights into the transformative role of community foundations in integrating philanthropy into business models. Shelley highlights how such integration not only enhances c…
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Episode 174 - Talking Time and Priority Management with Time Boss, Andrew Hartman
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Andrew Hartman, is a seasoned professional with over two decades of experience in marketing tech firms and software startups. Specializing in time management and strategic prioritization, Andrew developed the Time Boss Model to help individuals achieve their goals without compromising their mental health. After experiencing burnout and significant …
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Is Traffic Back to Pre-COVID Levels? That depends on where you live.
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It’s not enough to know that traffic is bad and getting worse. We also need to know where, when, and why. TTI Senior Research Scientist and urban mobility expert David Schrank joins us to discuss the "how" of answering those questions.By Bernie Fette, David Schrank
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Conversations with Industry Thought Leaders!
53:08
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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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Episode 173 - The Sales Conversation with Nikki Rausch
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Nikki Rausch, founder of Sales Maven, is a renowned sales expert, author, and speaker specializing in neuro-linguistic programming (NLP) to enhance sales conversations and strategies. With over 25 years of experience in sales and sales training, Nikki helps entrepreneurs and business leaders improve their communication skills, build authentic relat…
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Revisited--Exit This Way: Research informing upgrades in hurricane evacuation planning.
20:05
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As the 2024 hurricane season approaches again, climate experts across the United States are predicting an especially active season, driven largely by higher-than-average sea surface temperatures. This makes ever more important the research and planning that begins long before extreme weather strikes, and continues long after the storm has passed.…
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Episode 172 - Navigating Generational Transfer and Entrepreneurship with Steve Hasty
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Steve Hasty is a dynamic second-generation family business owner and entrepreneur, currently serving as the president and owner of Hasty Awards, a leading company in the awards industry. With over 30 years of experience, Steve has significantly expanded the business, diversifying its product offerings and transforming it into a major player in the …
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Perspectives from Leading Voices at the Exit Planning Summit
1:11:57
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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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Decision Points E30 - From Paper Routes to the Boardroom with Dirk Wakeham
1:09:16
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Our guest this week is Dirk Wakeham, whose entrepreneurial journey started from the humble beginnings of a simple paper route. He now serves as an Operating Managing Director for Vista Equity Partners and shares some of his very own Decision Points that have shaped his career and helped him navigate the unpredictability of the business world. Dirk'…
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Episode 171 - Talking with Jon Bassford, Your Fractional Operations Executive
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Jon Bassford is a visionary entrepreneur and operations professional who thrives on creating and driving change. As the Founder and CEO of Lateral Solutions, an operations management company, our guest specializes in helping organizations achieve growth through streamlined and effective operations. In the entrepreneurial and business world, "10X" i…
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Decision Points E29 - The Art of Private Equity with Jason Downie
1:09:41
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Decision Points is about the pivotal choices that shape our personal and professional lives, and this week’s guest embodies that theme. Jason Downie sits down to share his journey from the University of Texas to launching Tailwater Capital, a leading private equity firm. Jason recalls the exhilarating and sometimes daunting challenges of starting t…
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1
A Two-Edged Sword: In-vehicle technologies can either help us or hurt us.
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As car makers focus on protecting drivers and passengers, do their computer-based innovations really make us safer, or might they in some cases compromise our safety?By Bernie Fette, Mike Manser
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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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Episode 170 - Thinking Ahead About How to Thrive with Leadership Advisor Steven Wilkinson
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Steven Wilkinson is a seasoned advisor with 35 years of experience in investing and company leadership, specializing in guiding owner managers of mid-market companies through transitions and growth phases. Based in Ireland, Steven brings a unique perspective rooted in his background working at the intersection of finance and entrepreneurship, parti…
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Decision Points E28 - The Entrepreneurial Spirit of Jon Altschuler - Building Relationships and Flexibility in Business
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In this episode of "Decision Points," we sit down with Jon Altschuler, the visionary behind Altschuler and Company, to explore the depths of entrepreneurial success, the power of relationships, and the agility required in today’s dynamic business landscape. Jon unpacks the story of his career journey, starting with the influence of his father, whic…
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Bhatt and Winfree: Two industry leaders and their shared optimism for the future.
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FHWA Administrator Shailen Bhatt and TTI Agency Director Greg Winfree reflect upon a wide range of mobility challenges and opportunities, with references to Star Wars, Dick Tracy and hair styles.By Bernie Fette, Greg Winfree, Shailen Bhatt
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