Best Exit Planning Institute Podcasts (2024)

1
Business Owner’s Mindset with Scott Snider, Exit Planning Institute (EPI) 41:50

3h ago41:50

41:50

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…

1
Episode 176 - Talking with Scott Snider, Next-Gen Leader and President of Exit Planning Institute 43:36

3d ago43:36

43:36

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…

1
Transferring Wealth with Scott Mashuda, REAG 36:29

3h ago36:29

36:29

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…

1
Being an Elite Operator with Jon Park, Westfield Bank 31:53

3h ago31:53

31:53

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…

1
Anchors Aweigh: How maritime interests occupy a vital link in the freight industry. 26:17

3d ago26:17

26:17

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

1
Flipping the Script: Josh Koza Interviews Scott Snider 51:04

8d ago51:04

51:04

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…

1
Episode 175 - Models for Next Gen Giving — Unleashing the Power of Philanthropy with Shelley Hoss and Drew Hoeven 48:13

10d ago48:13

48:13

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…

1
Episode 174 - Talking Time and Priority Management with Time Boss, Andrew Hartman 34:53

17d ago34:53

34:53

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 …

1
Is Traffic Back to Pre-COVID Levels? That depends on where you live. 33:04

17d ago33:04

33:04

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

1
Conversations with Industry Thought Leaders! 53:08

23d ago53:08

53:08

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…

1
Episode 173 - The Sales Conversation with Nikki Rausch 50:29

24d ago50:29

50:29

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…

1
Revisited--Exit This Way: Research informing upgrades in hurricane evacuation planning. 20:05

1M ago20:05

20:05

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.…

1
Episode 172 - Navigating Generational Transfer and Entrepreneurship with Steve Hasty 45:04

1M ago45:04

45:04

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 …

1
Perspectives from Leading Voices at the Exit Planning Summit 1:11:57

1M ago1:11:57

1:11:57

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…

1
Decision Points E30 - From Paper Routes to the Boardroom with Dirk Wakeham 1:09:16

1M ago1:09:16

1:09:16

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'…

1
Episode 171 - Talking with Jon Bassford, Your Fractional Operations Executive 39:44

1M ago39:44

39:44

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…

1
Decision Points E29 - The Art of Private Equity with Jason Downie 1:09:41

1M ago1:09:41

1:09:41

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…

1
A Two-Edged Sword: In-vehicle technologies can either help us or hurt us. 37:01

1M ago37:01

37:01

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

1
Exit Mastery: Spotlight on Excellence 59:15

2M ago59:15

59:15

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…

1
Episode 170 - Thinking Ahead About How to Thrive with Leadership Advisor Steven Wilkinson 56:38

2M ago56:38

56:38

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…

1
Decision Points E28 - The Entrepreneurial Spirit of Jon Altschuler - Building Relationships and Flexibility in Business 54:27

2M ago54:27

54:27

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…

1
Bhatt and Winfree: Two industry leaders and their shared optimism for the future. 45:54

2M ago45:54

45:54

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

1
Episode 169 - Career and Leadership Coaching designed for Gen Z and Millennials by Madeline Miller 40:30

2M ago40:30

40:30

Madeline Miller, a seasoned executive coach and former attorney, brings a unique blend of experience and insight to her work. With a career spanning across diverse sectors and continents, from corporate law to entertainment, including a role as a production attorney on the James Bond franchise, Madeline has honed her ability to navigate uncertainty…

1
Decision Points E27 - Leadership and Legacy with Sean Magennis 1:13:09

2M ago1:13:09

1:13:09

In this episode of "Decision Points," True North Advisors invites Sean Magennis to share his entrepreneurial story, which led him to the CEO role of Young President’s Organization (YPO). He’s a titan of leadership and business growth with over three decades of experience nurturing global companies to sustainable success. Sean shares his dedication …

1
Exit Strategies Unveiled: Navigating The M&A Landscape 49:06

2M ago49:06

49:06

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…

1
Episode 168 - How and Why Having Difficult Conversations Matter with Maryann G. Bell 47:35

2M ago47:35

47:35

Maryann G. Bell is a seasoned partner at Wingspan Legacy Partners, an esteemed family business advisory firm. With a wealth of experience garnered from her tenure at Goldman Sachs across New York, Boston, and London, coupled with her MBA from Harvard University, Maryann brings invaluable insights to the complexities of multi-generational family ent…

1
Decision Points E26 - Discipline in Fitness, Discipline in Business with Spencer Nix 1:02:26

2M ago1:02:26

1:02:26

In this episode of "Decision Points," we're joined by Spencer Nix, an esteemed health coach and the entrepreneur behind a thriving fitness gym serving the Dallas area. Spencer's journey is not just about physical fitness; it's a deeper exploration of how holistic health can be the cornerstone of not only personal success, but also business success.…

1
Will AI Help Us Realize Our Highest Hopes or Our Deepest Fears? 32:10

2M ago32:10

32:10

Artificial intelligence seeks to replicate the analytical and creative capabilities of the human brain. Perhaps that lofty ambition helps to explain why so many humans are leery of the idea.By Bernie Fette, Bob Brydia

1
Episode 167 - Entrepreneur Franco Perez is Reimagining Mobile Homes and Expanding Affordable Housing across the Bay Area 33:31

2M ago33:31

33:31

Franco Perez is an innovative entrepreneur and the driving force behind Franco Mobile Homes. Growing up in a family with unstable housing, Franco was determined to create affordable housing solutions in Silicon Valley and beyond. He discovered the potential of mobile home parks and has since built a successful business focused on helping families t…

1
Decision Points E25 - Navigating Legacy and Leadership with Clay Duvall 56:03

2M ago56:03

56:03

In this episode of "Decision Points," we are privileged to host Clay Duvall, the co-CEO of Lincoln Property Company, a real estate giant with a storied legacy spanning six decades. Clay shares the complexities of carrying forward a legacy while bringing a fresh perspective and strategy to adapt to today’s evolving business landscape. Clay dives dee…

1
Flipping the Script: Chase Ross Interview Scott Snider 34:12

3M ago34:12

34:12

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…

1
Episode 166 - Squeezing the Juice with Financial Advisor Jennifer Lee 32:35

3M ago32:35

32:35

Jennifer Lee is a highly experienced financial expert and the founder of Modern Wealth, a Sarasota-based firm specializing in guiding individuals through significant life transitions. With over three decades of industry experience, Jennifer's approach is deeply rooted in understanding her clients' values and aspirations, translating financial resou…

1
Decision Points E24 - Craig Stamm's Tactical Approach to Entrepreneurship and Cybersecurity 1:00:53

3M ago1:00:53

1:00:53

In this episode of "Decision Points," we're joined by Craig Stamm, CEO of Zystan, a leader in the cybersecurity industry. Craig takes us on a journey from his early days as a military history enthusiast to his initial steps in finance, and eventually, his rise as a successful entrepreneur. His story is a masterclass in perseverance, showcasing the …

1
More Transit Agencies Are Jumping on the Battery-Powered Bandwagon. 28:47

3M ago28:47

28:47

Cities working to become leaders in clean transportation are electrifying their bus fleets, and learning that the road to success can be a bumpy one.By Bernie Fette, John Overman

1
Episode 165 - Succession Planning Mindset Musts for a Business Owner with Gina Cotner and Dorian Zarbakhsh 42:42

3M ago42:42

42:42

Gina Cotner is the founder and CEO of Athena Executive Services, a pioneering firm that pairs virtual executive assistants with busy entrepreneurs and executives across the United States. With over 15 years of experience working remotely on national and international teams, Gina brings a wealth of knowledge in optimizing productivity and streamlini…

1
Decision Points E23 - From Server to CEO; The Story of Jack Gibbons 1:04:24

3M ago1:04:24

1:04:24

From serving tables to leading one of the region’s most innovative restaurant groups, this week’s guest will share some powerful advice for entrepreneurs of all levels. Jack Gibbons, CEO of FB Society and celebrated Entrepreneur of the Year Southwest Region in 2023, started from humble beginnings as a server within the acclaimed Pappa's restaurant …

1
How Incorporating Authenticity in His Brand Helped to Build His Business: A Conversation with Justin Castelli 50:32

3M ago50:32

50:32

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…

1
Episode 164 - Bridging the Gap from Winning Athlete to Thriving Entrepreneur with Jay Dixon 39:40

3M ago39:40

39:40

Jay Dixon is a dynamic entrepreneur and former athlete who has seamlessly transitioned his passion for sports into the world of business. With a background in football and a drive for success, Jay founded multiple successful companies and actively participated in numerous business transactions. His latest endeavor, SuccessCoach.com, stands as a tes…

1
Decision Points - E22: Decision Making and Wealth Management: Empowering Women in Business and Finance 1:23:46

3M ago1:23:46

1:23:46

In this episode of "Decision Points," we delve into the insightful world of decision-making and wealth management with Anne MacIver, Founder of Rise Mediation and WHD Consulting. Anne begins by sharing her life experiences and the pivotal role that decision-making has played in her journey. She introduces her unique approach to mediation in both bu…

1
Neil Pedersen Has a Question: Are we willing to stick our necks out? 46:23

3M ago46:23

46:23

The former leader of TRB may have stepped away from full-time employment, but he hasn’t stepped away entirely from the industry he has helped to guide for half a century.By Bernie Fette, Neil Pedersen

1
Decision Point - E21: Navigating Success: Lessons in Sales, Leadership, and Business Relationships with David Knoch 1:04:15

3M ago1:04:15

1:04:15

Join us in this episode of Season 3 as we sit down with David Knoch, a seasoned professional with a remarkable career journey. From the early days of working in a camera store to becoming the president of a company in just eight years, David's story is one of continuous learning and adaptability. Throughout our conversation, David shares invaluable…

1
The Future of Exit Planning: A Discussion with Aaron Stine of Maus 59:30

4M ago59:30

59:30

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,…

1
Episode 163 - Talking Tax Mitigation Strategies with Dan Whittaker, CPA 45:40

4M ago45:40

45:40

Dan Whittaker, a seasoned CPA and entrepreneur with over 30 years of experience, stands at the intersection of financial expertise and family business insight. As the founder of Whitaker and Company, established in 1999, he has dedicated his career to helping family-owned and closely held businesses in the lower-middle market achieve financial succ…

1
Decision Points - E20: From Consulting to Venture Capital; The Art of Strategic Decision-Making with Todd Dauphinais 1:04:20

4M ago1:04:20

1:04:20

From Consulting to Venture Capital; The Art of Strategic Decision-Making with Todd Dauphinais In this enlightening episode of "Decision Points," we have the privilege of hearing from Todd Dauphinais, financial expert and founder of Clavis Capital. With a wealth of experience spanning various financial disciplines, Todd guides us through his remarka…

1
Episode 162 - How My Client Justin White 10x’ed His Business 46:43

4M ago46:43

46:43

Justin White is the CEO of K&D Landscaping, a family business that he took over at the age of 25. Under his leadership, the company has experienced significant growth, expanding its revenues, profits, and enterprise value. Justin is also a coach and the founder of The JW Group, where he helps other entrepreneurs and business owners achieve their go…

1
Roadside Mysteries: When utilities pose unique challenges for roadway construction. 27:20

4M ago27:20

27:20

Every road construction project involves the hidden element of utilities in the right of way. That work isn’t necessarily as visible, but it’s every bit as consequential.By Bernie Fette, Cesar Quiroga

1
Decision Points - E19: Designing Success; Cynthia Collins on Entrepreneurship and Creativity 1:02:25

4M ago1:02:25

1:02:25

Join us in Season 3 of Decision Points as we are joined by Cynthia Collins, a successful entrepreneur and owner of two dynamic design companies, Collins Interiors and Blueprint. In this episode, Cynthia shares her remarkable journey from a designer to a business owner, sharing her unique experiences, challenges, and pivotal moments that shaped her …

1
Generations and Growth: a Conversation with Generational Expert Dan Negroni 54:02

4M ago54:02

54:02

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 …

1
Episode 161 - Generational Transitions: Navigating the Sale of Your Family Business with Kevin Berson 46:28

4M ago46:28

46:28

Join Jonathan Goldhill in a riveting episode of Disruptive Successor as he delves into the intricate world of mergers and acquisitions with seasoned expert Kevin Berson. Uncover the common misconceptions, challenges, and success stories behind selling businesses, whether you're a family-owned enterprise or a thriving IT managed service provider. Ga…

1
Decision Point - E18: Exit with Precision; The Art of Wealth Planning with Matt Borowski 46:39

4M ago46:39

46:39

In Season 3, we bring you another exciting episode, this time featuring Matt Borowski, Senior Wealth Manager and Partner at True North Advisors. With vast experience in the world of wealth management, Matt takes us on a journey through a critical topic for business owners: exit strategies. In this engaging conversation, Matt emphasizing the importa…

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Exit Planning Institute Podcasts

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