Join industry leaders Joe Seetoo, Rick Krebs, and Rich Jackim as they dive into the evolving landscape of exit planning. Joe, the 2025 Exit Planner of the Year, shares insights on his new magazine for business owners. Rick discusses fostering collaboration through unique experiences in the exit planning community. Rich, a co-founder of EPI, reflects on the movement's beginnings and growth. The conversation highlights the importance of continuous learning, personalized strategies, and building a supportive network for successful business exits.
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volunteer_activism ADVICE
Never Stop Learning
Continuously learn and expand your skills to advise clients across deal topics.
Take classes (e.g., M&A) so you can vet brokers, attorneys, and structures confidently.
volunteer_activism ADVICE
Offer Flat-Fee Strategist Services
Build a flat-fee consulting offering that applies exit planning before liquidity events.
Use your network to bring team resources in and deliver practical value to owners.
volunteer_activism ADVICE
Run A Focused Discovery And Whiteboard
Use a concise assessment to map the eight functional areas and personal planning.
Whiteboard ranked priorities and assign owners to create 90-day action plans.
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Join us for an exclusive episode of the Exit is Now podcast, broadcasting from the highly anticipated Exit Planning Summit. Scott Snider sits down with Joe Seetoo, Rick Krebs, and Rich Jackim for a special look at what success means from multiple perspectives. Joe shares what it’s like to be recognized as an industry leader and talks about his new magazine tailored for business owners. Rick dives into his chapter-focused work and how he's creating unique experiences for people. And Rich—one of the original founders of EPI—reflects on the early days of the movement and what’s shaped its evolution.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
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Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204
Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Exit Is Now - Plan Accordingly With Scott Snider 