Sean Hutchinson, a certified exit planning advisor, and Justin Goodbread, a financial planner, join Scott to discuss the future of exit planning. They explore how exit strategies have evolved, shifting from traditional methods to innovative, value-accelerating approaches. The duo highlights the emotional complexities business owners face, emphasizing personal connections in planning. They also categorize business owners' motivations for exit—explorers, pivoters, and triggers—and stress the importance of tailored strategies, particularly for family-owned businesses.
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insights INSIGHT
From Exit Artifacts To Value Acceleration
Sean Hutchinson says old exit plans were static binders that gathered dust.
The Value Acceleration Methodology shifted focus to driving business value and building community.
volunteer_activism ADVICE
Quantify The Wealth Gap First
Justin Goodbread recommends quantifying the wealth gap to align business decisions with life goals.
He says owners understand lifestyle but need math and process to bridge the gap.
insights INSIGHT
Exit Planning Is Transformational
Sean Hutchinson reframes exit planning as transformational, not merely transactional.
He says the process changes owners' decisions, vocabulary, and life direction.
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This week, Scott is joined by Sean Hutchinson of Ready For Next Advisory Group, and Justin Goodbread, President of WealthSource, to discuss the future of exit planning, where we have come from, and where we are going. Justin and Sean share examples from their own lives and careers of how we can best serve our clients for whatever is to come in the future.
Connect with Sean: https://readyfornextadvisorygroup.com/sean-hutchinson
Connect with Justin: https://www.wealthsource.com/our-team/justin-goodbread-president-wealthsource/
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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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 
