Exit Is Now - Plan Accordingly With Scott Snider

In this episode of The Exit is Now podcast, host Scott Snider welcomes Jeff Armstrong, a seasoned entrepreneur and Partner at Cultivate Advisors through DriveValue.com. Together, they explore the pivotal role Cultivate Advisors plays in the exit planning ecosystem, offering strategies and insights that help business owners prepare for their next chapter. Jeff also shares how his own journey as a business owner has shaped his perspective and approach, bringing real-world experience to the clients he serves.Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Scott: https://www.linkedin.com/in/scott-snider-epi/============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH SCOTT ON SOCIAL MEDIA   YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgAFacebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835Website: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About Scott: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.

Scott Snider chats with Rebecca Davis, a seasoned business broker specializing in veterinary practice sales. They dive into the importance of leadership health for company value and how cultural issues can impact due diligence. Rebecca shares insights on addressing burnout and setting boundaries, while emphasizing the need for personal relationships in veterinary business ownership. The conversation also explores strategies for optimizing operations and fostering a healthy team culture, encouraging growth through collaboration and learning from mistakes.

In this conversation, Kyle Danner, an EOS Implementer, shares insights on transforming leadership dynamics. He discusses how the Entrepreneurial Operating System (EOS) has decentralized decision-making, enhancing team health and communication. They explore the significance of core values in guiding leadership, especially in creative environments. Kyle emphasizes openness in leadership and the impact of structured systems on personal and professional growth. Their dialogue reflects on the journey of navigating business ownership amid challenges, highlighting the fusion of personal values and effective strategy.

Neil McPeak, a former Olympic rower and co-owner of a multi-advisor firm, shares transformative insights from losing a $10M client. He discusses how this setback shifted their focus to specialize in pre-sale business advising. The conversation dives into vital leadership lessons from sports, emphasizing discipline and teamwork. Neil reflects on family business dynamics and the importance of nurturing deep relationships with clients. They also explore early entrepreneurial lessons from landscaping and the significance of values in guiding the next generation’s wealth stewardship.

In this discussion, M&A advisor Scott Bushkie shares his 25 years of experience in the industry. He reflects on his evolution from the 'gas station king' to founder of a boutique investment bank focused on the lower middle market. Listeners learn about the emotional challenges of selling a business and the necessity of preparing thoroughly. Scott emphasizes the importance of collaboration with skilled advisors to enhance business value, while also providing insights from his book 'Finish Strong' on navigating value and life after the sale.

Joe Slatter, founder of Better Practice, joins Scott Snider to discuss transforming company culture as EPI grows from a close-knit team to an organization of over 50. They dive into the significance of empathy in leadership, structured decision-making, and the frameworks that drive collaboration. Joe shares insights on legacy and self-discovery, emphasizing open communication as key to personal and professional growth. Together, they reflect on resilience during adversity and the dynamics of balancing family and business.

In this engaging conversation, Scott Snider opens up about the importance of integrating exit planning into daily business for long-term success. He shares his experiences of balancing competitive soccer with personal health, emphasizing the benefits of physical discipline. The discussion also delves into the emotional complexities of family businesses and financial strategies necessary for successful transitions. Listeners gain insights on effective wealth management and the evolving role of advisors in navigating the intricacies of exit planning.

Join thought leader Renee Russo, recognized for her impactful use of LinkedIn, and Ken Sanginario, a veteran in exit planning, as they explore transformative strategies in their fields. Renee shares her journey of personal reinvention, while Ken reflects on the evolution of exit planning tools like the Value Opportunity Profile. The team from ELLA introduces innovative software to enhance client-advisor relationships. Together, they emphasize the importance of collaboration and education in navigating the complexities of business exits.

Carrie Kerpen, founder of a community for female business founders, and Chris Snider, co-founder of the Exit Planning Institute, delve into the evolving landscape of exit planning. They discuss the empowerment of women in this field, with Carrie highlighting crucial support networks and mentoring tailored to female entrepreneurs. Chris reflects on a decade of the Exit Planning Summit, celebrating its growth and the importance of collaboration in the industry. Together, they explore strategies to navigate the exit gap and enhance the value of women-led businesses.

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.