Exit Is Now - Plan Accordingly With Scott Snider

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.

In this engaging conversation, Kris Snyder, a key player at Ninety and a pioneer behind Vox Mobile, shares his entrepreneurial journey. He dives into the challenges of transforming a struggling company during a recession, emphasizing the importance of community and innovative thinking. Kris reflects on the creative process behind naming 'Vox Mobile' and the significance of collaboration. He also discusses navigating capital challenges and the strategic planning needed for successful business exits, offering valuable insights for aspiring entrepreneurs.

In this engaging discussion, Amy Wirtz, Exit Planner of the Year and family business expert, shares her insights on the upcoming Exit Planning Summit in Florida. She highlights how post-COVID dynamics are reshaping collaboration among advisors and the evolving needs in rural business advisory. Amy emphasizes the importance of educating the next generation of business leaders about value creation and wealth management. She also addresses the complexities of generational transitions in family businesses, showcasing the need for structured governance and proper planning.

KC McKenna, President of St. Edwards High School, shares his insights on cultivating a vibrant workplace culture that thrives on trust and communication. He discusses transforming educational leadership to adapt to modern challenges and the essential balance between community influence and family expectations. McKenna emphasizes the evolving landscape of education, advocating for creativity and critical thinking while navigating the impact of AI. He highlights innovative approaches, like a four-day school week, to meet the needs of today’s students.

Scott Snider chats with Andrew Shantz, a financial advisor at UBS specializing in wealth management and exit planning for business owners. They dive into the importance of fostering trust and engaging the next generation of leaders. Shantz shares insights on balancing innovation with tradition, the significance of mentorship in developing talent, and effective recruitment strategies. They also discuss transformative business strategies that maximize value and essential support for successful transitions, highlighting the benefits of community and peer sharing among owners.