Exit Is Now - Plan Accordingly With Scott Snider A Look Back at the Top Three Exit Is Now Moments from 2024!
Dec 19, 2024
Scott reflects on powerful moments about leadership's role in enhancing business value and the impact of authenticity in branding. He discusses building trust in client-adviser relationships, emphasizing deeper connections over transactions. The podcast explores evolving collaboration in advisory practices and the significance of exit planning advisors, especially for family businesses. Season two wraps up with insights on personal planning, entrepreneurial challenges, and upcoming themes for the next season.
AI Snips
Chapters
Books
Transcript
Episode notes
Plan Life After Exit, Not Just Value
- Owners need a clear personal plan for life after exit, not just business value maximization.
- SEPA training now includes a personal planning module to close that gap.
Use Personal-Planning Tools Early
- Do use personal-planning tools like the Set For Life survey and the personal envisioning exercise with owners.
- Refer owners to coaches when deeper life-purpose work is required.
Exit Forces An Identity Question
- Owners struggle with life-after-exit because the business often defines their identity.
- Even advisors like Scott admit picturing life without their company is hard and scary.
