Exit Is Now - Plan Accordingly With Scott Snider

In this engaging conversation, Chris Snider, CEO of the Exit Planning Institute, interviews his father, Scott Snider, a seasoned entrepreneur and leader. They dive into Scott's early ventures, including starting a landscaping business at 17 and the emotional ties to his work. Scott shares insights on leading the EPI through challenging times, his personal struggles, and the importance of teamwork and trust in leadership. Finally, they discuss nurturing the next generation in family businesses, emphasizing early engagement and partnership.

Join Mike Berlin, an exited business owner and Certified Exit Planning Advisor, as he shares his riveting journey from starting Bright Skies in a tiny office to navigating health crises and pivotal exit decisions. He discusses the impact of his Crohn's disease on leadership and team dynamics. Highlights include missed sale opportunities, the emotional challenges of transitioning ownership, and valuable lessons on exit planning. Mike also offers insights on mentorship for aspiring entrepreneurs and stresses the importance of readiness in exit timing.

Pete Walsh, also known as Coach Pete, is a leadership coach and author of The Family Business Playbook, with a rich background in family business dynamics. In this discussion, he shares his transformative journey from running a family-owned company sold to Target to fostering coaching cultures in family businesses. Key topics include the power of deliberate practice, the importance of resilience in leadership, and strategies for implementing a coaching culture to enhance competitiveness. Pete also reflects on writing as a legacy tool, preserving invaluable lessons for future generations.

Justin Goodbread, a multi-time exited business owner and author of 'Your Baby's Ugly', shares his fascinating journey from a homeschooled teen to a successful entrepreneur. He discusses scaling his first landscaping business to millions and the tough decision to sell at just 22. Justin highlights the importance of exit planning as effective business strategy, his shift to financial services, and achieving an eight-figure exit. He also emphasizes the value of team trust, the impact of personal crises on business decisions, and his new venture, the Value Growth Academy for Advisors.

Paige Wysocki, the Director of Marketing at the Exit Planning Institute, shares her journey from intern to leader, highlighting the importance of mentorship. She and Scott Snider discuss how a young, innovative team can drive creativity while also recognizing the value of learning from mistakes. They delve into EPI's brand evolution, emphasizing the need for clear guidelines and content marketing strategies. Scott even hints at a thrilling 2025 initiative that will blend auto racing with business growth, showcasing the exciting direction ahead for EPI.

Travis Rose, a retired sniper and now a financial advisor, and Kim 'Mo' Mahoney, a former Marine and fighter pilot turned advisor, share their journeys from military service to civilian life. They discuss how their experiences shaped their teamwork and leadership skills in financial advising. The duo highlights the importance of education and collaboration in exit planning, emphasizing the transition from service to business ownership. Insights on building trusted advisory teams and adapting military strategies for success in finance make this conversation truly engaging.

In this engaging discussion, Dan Grammann and Greg Maddox, co-founders of Cultivate Advisors, share their entrepreneurial journeys and lessons learned from early failures. They emphasize the importance of teamwork and leveraging individual strengths in business partnerships. The duo also highlights key insights from the 2023 State of Owner Readiness survey, exploring the growing focus on exit planning versus scaling. Additionally, they introduce the Exit Lifestyle concept, offering a framework for achieving business and personal freedom.

Terry K. Johnson, Chief Revenue Officer at Generational Group, shares his remarkable journey of scaling his family's automotive parts business to a $300M powerhouse. He discusses the pivotal role of company culture as a competitive advantage, highlighting servant leadership and measuring employee feedback. Terry also delves into the challenges of transitioning to a public company and how he navigated M&A complexities. Additionally, he emphasizes the importance of owner education, revealing generational shifts in business exit strategies.

Jocelyn Bires, Operations Manager at the Exit Planning Institute, shares her journey from administrative tasks to leading the Exit Planning Summit. She discusses the event's impressive growth and her vision for smaller, more intimate summits in the future. Scott Snider highlights the essential lessons he's learned about personal purpose and the evolving nature of their organization. Together, they explore the importance of continuous learning and adapting to change in both professional and personal growth.

In this engaging discussion, Matt DiFrancesco, Founder of HighLift Financial and a Certified Exit Planner, dives into niche marketing for collision repair shop owners. He shares his journey from financial advising to specializing in exit planning and why insider transfers are crucial. Matt reveals the unique challenges of the collision industry and how to navigate succession planning. He also emphasizes the importance of storytelling in business and the need for trades to evolve in the workforce, all while highlighting the growing complexity of vehicle technologies.