In this engaging conversation, Amy Wirtz, the 2024 Exit Planner of the Year and a value advisor for family businesses, interviews Scott Snider, President of the Exit Planning Institute. They discuss the delicate balance between people management and system growth, emphasizing the importance of nurturing talent. Scott reflects on fostering intrapreneurship and building trust in teams, plus the challenges of succession dynamics in family businesses. Their personal anecdotes provide insightful perspectives on scaling operations and empowering future leaders.
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insights INSIGHT
People First, Systems Second
Scott says EPI prioritized people first and only later wrapped systems around them to scale.
That reversal shows structural capital often follows cultural clarity, not the other way around.
volunteer_activism ADVICE
Fund Growth And Retreat To Plan
Reserve a portion of net profits each year to fund strategic reinvestment and experiments.
Use leadership retreats to set 3–5 year vision then translate it into one-year and 90-day plans.
insights INSIGHT
Shared Investment Changes Family Roles
Scott rejects the simple 'second generation' label because he and his father bought EPI together and share real ownership.
Shared capital investment changes family dynamics into genuine partnership, not inheritance.
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In this special episode of the Exit Is Now podcast, the 2024 Exit Planner of the Year, Amy Wirtz, flips the script by interviewing Scott Snider. Together, they explore the journey of managing growth through the lens of the Value Acceleration Methodology. Scott shares his experience of growing a business—first by scaling systems, then by developing the team—and what it has been like navigating these changes as a business owner. They dive deep into his ownership journey, focusing on how to foster entrepreneurship within a company, even when employees aren’t directly immersed in the entrepreneurial process.
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 
