Podcasts about certified exit planning advisor

Join us for an exclusive episode of The Exit Is Now podcast as Joe Slatter, founder of Better Practice, takes the host chair in a special Flip the Script edition. Joe and Scott Snider explore the evolution of EPI's culture from a tight-knit team of friends to a scalable organization of 50+ employees. Scott opens up about his transformation as a leader, the challenges of maintaining soul while scaling excellence, and the tools that helped shape EPI's foundation. They discuss the intentional frameworks behind the company's growth, how cross-functional collaboration fuels value, and what legacy means as EPI enters its next chapter.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.

Are you a business owner approaching retirement or just starting to think about a future sale? In this episode of Retirement Planning Simplified, Joe sits down with Matt Holmes, partner at Homes Riseleys CPA, to uncover the biggest mistakes business owners make when it comes to succession planning and selling their business and how to avoid them. He explains new tax rules for 2024 and how they can affect business sales, including updates to the capital gains exemption, AMT, and anti-avoidance legislation.  Matt brings decades of tax and structuring experience to this conversation covering everything from tax-saving strategies to real-life horror stories of owners who waited too long to plan.  Here's what you're in for: 00:00 Common Mistakes in Business Value Creation 04:26 Importance of Planning for Unexpected Sales 07:28 Successful Business Transitions 11:07 Structuring and Tax Advisory for Business Owners 20:34 Nuances of Selling to Family vs. Third Parties 25:30 New Rules and Legislation for 2024 32:48 Conclusion   ABOUT MATT HOLMES Matt Holmes is a seasoned tax advisor with over 25 years of experience helping small to medium-sized business owners achieve their goals through tailored business, tax, and accounting strategies. A Chartered Accountant and graduate of Ryerson University, Matt specializes in corporate reorganizations, estate planning, and succession strategies for owner-managed businesses across industries like healthcare, real estate, and tech. His expertise lies in tax minimization and wealth maximization, particularly during business transitions, sales, and generational transfers. You can reach out to Matt through: LinkedIn:https://www.linkedin.com/in/matt-holmes-15294b14 Website: https://www.holmescpa.ca (Company)   ABOUT JOE  CURRY Joe Curry is the host of Business and Exit Planning Simplified and the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario. A Certified Financial Planner and Certified Exit Planning Advisor, Joe is passionate about helping business owners maximize value, plan successful exits, and find purpose beyond their business. His mission is to ensure clients retire with confidence—financially secure and personally fulfilled. You can reach out to Joe through: LinkedIn: https://www.linkedin.com/in/curryjoe Website: https://www.retirementplanningsimplified.ca/   https://www.facebook.com/RetirementPlanningSimplified/                https://matthewsandassociates.ca/    ABOUT BUSINESS AND EXIT PLANNING SIMPLIFIED The Business and Exit Planning Simplified podcast offers clear, actionable guidance to help business owners maximize value, plan successful exits, and achieve financial freedom. Hosted by Joe Curry, a Certified Financial Planner and Certified Exit Planning Advisor, each episode delivers expert insights, real-life case studies, and practical strategies tailored for service-based entrepreneurs approaching retirement. The podcast empowers listeners to transition with clarity, confidence, and a renewed sense of purpose. —------------------------------------------------------------- Disclaimer: Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.  

Shownotes Thinking about selling your business? In this pilot episode, Joe Curry explains why many Canadian business owners struggle to sell—and how understanding the four main types of buyers can help you plan a smoother, more successful exit. Joe breaks down the key differences between individual buyers, strategic buyers, financial buyers, and internal buyers (like family or employees). Each type of buyer comes with their own goals, expectations, and ways of doing deals.  Whether you're planning to retire soon or just thinking ahead, this episode will help you understand who your ideal buyer might be and how to prepare your business to sell for the best possible price. Here's what you're in for: 00:49 – Why many businesses don't sell 01:07 – The 4 types of business buyers 01:57 – Individual buyers: pros & cons 04:21 – Strategic buyers: pros & cons 07:32 – Financial buyers: pros & cons 10:04 – Internal buyers: pros & cons 13:11 – Why it's important to know your buyer 14:16 – Wrap-up and next steps —------------------------------------------------------------- ABOUT JOE  CURRY Joe Curry is the host of Business and Exit Planning Simplified and the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario. A Certified Financial Planner and Certified Exit Planning Advisor, Joe is passionate about helping business owners maximize value, plan successful exits, and find purpose beyond their business. His mission is to ensure clients retire with confidence—financially secure and personally fulfilled. You can reach out to Joe through: LinkedIn: https://www.linkedin.com/in/curryjoe Website: https://www.retirementplanningsimplified.ca/               https://www.facebook.com/RetirementPlanningSimplified/               https://matthewsandassociates.ca/    ABOUT BUSINESS AND EXIT PLANNING SIMPLIFIED The Business and Exit Planning Simplified podcast offers clear, actionable guidance to help business owners maximize value, plan successful exits, and achieve financial freedom. Hosted by Joe Curry, a Certified Financial Planner and Certified Exit Planning Advisor, each episode delivers expert insights, real-life case studies, and practical strategies tailored for service-based entrepreneurs approaching retirement. The podcast empowers listeners to transition with clarity, confidence, and a renewed sense of purpose. —------------------------------------------------------------- Disclaimer: Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.  

Join us for an exclusive episode of The Exit Is Now podcast as we flip the script with 2025 Exit Planner of the Year, Joe Seetoo. Joe steps into the host chair to interview Scott Snider in a personal, behind-the-scenes conversation that covers everything from business growth and family dynamics to mental health and financial clarity. Scott opens up about building EPI alongside his father, finding balance through elite goalkeeper training, and what's next for the profession including a powerful new platform connecting advisors and business owners.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.

In this episode of The Runway Decade Podcast, Bill and Pete Bush dive into the vital subject of exit planning for business owners, particularly those in their fifties. Pete shares insights from earning his Certified Exit Planning Advisor (CEPA) designation and outlines how business owners can start planning for a successful exit—years in advance. They walk through the three-legged stool of readiness, the impact of intangible capital, the structure of a successful exit team, and the value acceleration methodology that helps business owners be always ready, not just at retirement. Whether you're just starting or thinking about selling in a few years, this episode provides a roadmap to begin preparing now. Chapters: 00:20 – Introduction to Exit PlanningBill and Pete catch up and introduce the topic: exit planning for business owners, especially during their runway decade. 00:45 – CEPA Designation and ExperiencePete explains his journey to becoming a Certified Exit Planning Advisor and how it's deepened his ability to help business owners prepare for transition. 03:03 – The Three-Legged Stool of ReadinessThey break down the three aspects of readiness: Business readiness Personal readiness (often overlooked) Financial readiness 05:29 – The Risk of Staying Too LongPete discusses how lack of personal planning can derail transitions and why some owners resist exiting due to uncertainty about the next chapter of life. 06:50 – Staying On as a Transition StrategyThey explore when it makes sense for an owner to stay on post-sale to de-risk the transition for a buyer. 07:35 – Understanding Intangible CapitalPete details the four types of intangible capital that can drive 75–80% of a business's value: Human Capital Structural Capital Customer Capital Social (Cultural) Capital 12:31 – Building Your Exit Planning TeamPete outlines the key players in an exit planning team: Attorney CPA/Tax specialist M&A advisor Value growth expert Insurance specialist Financial advisor/SEPA He emphasizes the importance of collaboration among them. 16:00 – Diversifying Outside the BusinessThey discuss why it's crucial for business owners to build wealth outside the business to reduce personal concentration risk. 18:23 – Exit Planning = Business PlanningPete explains how treating the business as an investment and preparing for transferability is just good business sense. 19:34 – When Should Exit Planning Start?Answer: Now. Pete introduces the Value Acceleration Methodology: Discover Prepare Decide And references the Nick Saban motto: “If you stay ready, you don't have to get ready.” 21:46 – How to Find a CEPA & What They OfferResources for finding a Certified Exit Planning Advisor, including: Exit Planning Institute Value gap analysis, profit gap, and wealth gap assessments Process-oriented planning and scorecards 24:55 – Final Thoughts & Contact InfoBusiness owners can contact Pete Bush at pbush@horizonfg.com for free resources, checklists, or a discussion about their exit goals. Website: HorizonFG.com Key Takeaways: Start exit planning early—not when you're ready to sell. Understand the three-legged stool: business, personal, and financial readiness. Intangible capital drives most of your company's value. A cohesive planning team is essential. Treat your business like an investment and plan for transferability. Exit planning is good business planning. Sound Bites: “The three-legged stool of readiness.” “What do you want to do with your time?” “Get in touch with a CEPA for guidance.” “Exit planning is now, not later.”   Contact Info: Pete Bush:  pbush@horizonfg.com Bill Bush: bbush@horizonfg.com www.horizonfg.com www.runwaydecdade.com  

Want a quick estimate of how much your business is worth? With our free valuation calculator, answer a few questions about your business, and you'll get an immediate estimate of the value of your business. You might be surprised by how much you can get for it: https://flippa.com/exit -- In this episode of The Exit: What really happens when a founder decides it's time to sell? In this powerful and practical episode, Steve McGarry sits down with Anthony Citrolo, CPA, serial entrepreneur, and managing partner at the NYBB Group, to unpack what really goes into preparing a business for sale. But this isn't your average M&A conversation. Anthony takes us behind the curtain to reveal the emotional, psychological, and strategic decisions founders face as they approach a life-changing exit. Here's what you'll learn: - Why the real exit plan starts the day you launch the business - The #1 mistake founders make when valuing their business - How to prepare your business (and yourself) before a buyer ever knocks - The danger of “key man” risk - and how to build a business that runs without you - What buyers really want: cash flow, scalability, and low concentration - Why 75% of sellers are unhappy post-exit - and how to avoid that fate - How to spot and address hidden risks that could kill your valuation “Most founders don't realize they're living vicariously through their business until it's too late.” Anthony Citrolo With 20+ years in the trenches helping family-owned and founder-led businesses exit, Anthony shares war stories (like Frank, the manufacturer with 98% of revenue tied to 7 customers), practical frameworks, and wisdom earned through decades of hands-on deals. If you're a founder, even if you're years from selling, this episode will change how you think about growth, leadership, and legacy. Listen now to learn how to not just sell your business—but exit on your terms. -- Anthony J. Citrolo is a Managing Partner and Founder of The NYBB Group, LLC, the Exit Strategy Lab and NYBB Commercial Real Estate. Anthony's clients include privately held companies and family-owned businesses. These are typically companies with revenue of $5M to $100M. Anthony represents HVAC, industrial service, finance, manufacturing, distribution, transportation, healthcare and all service companies. He helps these owners develop a clear and cohesive exit strategy, works to know and improve valuation and actively represents them in a sale or acquisition in a Merger and Acquisition transaction as their advisor and intermediary. Anthony is a CPA and a CEPA (Certified Exit Planning Advisor) and develops comprehensive strategies for owners and families. He also has completed the CEPA course and is a Certified Exit Planning Advisor. In addition, Anthony is a Certified Merger & Acquisition Advisor AND Certified Exit Map Coach. Anthony on LinkedIn: https://www.linkedin.com/in/anthonycitrolo/ Website: https://thenybbgroup.com/ -- The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You'll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/

Join us for an exclusive episode of the Exit is Now podcast, broadcasting from the highly anticipated Exit Planning Summit. Scott Snider welcomes Renee Russo, Ken Sanginario, and representatives from ELLA to the show. Renee, recently named Thought Leader of the Year, shares how she's leveraged the LinkedIn platform to elevate her voice and drive impact. Ken reflects on two decades of exit planning—what's changed, what's stayed the same, and where the profession is headed. And the team from ELLA, the sponsor of the Summit Podcast series, talks about their role in supporting advisors and their unforgettable sunset cruise experience.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.

Join us for an exclusive episode of the Exit is Now podcast, broadcasting from the highly anticipated Exit Planning Summit. Scott Snider is joined by Carrie Kerpen and Chris Snider to celebrate a major milestone and the power of representation. Carrie discusses the impact of the Women in Exit Planning Symposium, the Summit author showcase, and the growing presence of women in the industry. Chris reflects on ten years of the Exit Planning Summit—how far it's come, what's changed, and why this anniversary marks a turning point for the community.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.

Episode 35: Roth IRA conversions and financial therapy Any time the markets get a little extra wonky, questions come up about Roth IRA conversions. So, we sat down with Emily Millsap — a Certified Financial Planner® and Certified Exit Planning Advisor™ with our friends at Avantax — to talk through the details. Emily covered who should and shouldn't consider converting their traditional IRA, what to know about taxes, and how to avoid common mistakes. And just when we thought we were only discussing IRAs, things got real. Suddenly, we were talking about feelings behind money decisions and financial therapy, which is another super cool thing Emily is certified in. So, come for the technical knowledge about IRAs, and stay for how you feel about the dollars in that IRA. Listen in to learn more! What is the Medicare income-related monthly adjustment amount? Our wealth management services with Avantax Other Avantax podcasts GAAP Episode 025 – Meet Laura Gillen from Avantax GAAP Episode 007 – Actively Managed Portfolios AAP Episode 006 – What Exactly is a Fiduciary?

Join us for an exclusive episode of the Exit is Now podcast, broadcasting from the highly anticipated Exit Planning Summit. Scott Snider sits down with Joe Seetoo, Rick Krebs, and Rich Jackim for a special look at what success means from multiple perspectives. Joe shares what it's like to be recognized as an industry leader and talks about his new magazine tailored for business owners. Rick dives into his chapter-focused work and how he's creating unique experiences for people. And Rich—one of the original founders of EPI—reflects on the early days of the movement and what's shaped its evolution.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.

In this episode of "The Exit is Now" podcast, host Scott Snider sits down with Kris Snyder to go back to the early days of Vox Mobile. While many know him today through Ninety, they discuss how carving out Vox from another company led to lasting growth, what it was like to build through a recession, and key lessons from his first venture-backed business.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.

In this episode of "The Exit Is Now" podcast, host Scott Snider sits down with Exit Planner of the Year, Amy Wirtz, to discuss the upcoming Exit Planning Summit at the Sunseeker Resort in Charlotte Harbor, Florida. Their discussion focuses on the latest industry trends and statistics that are shaping the world of exit planning. As the Summit approaches, it serves as a gathering point for professionals to exchange insights and dive into emerging topics that are critical for business owners and advisors alike. Join us for a preview of what's to come and an in-depth look at the trends you'll see discussed at the Exit Planning Summit.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.

In this episoide of "The Exit is Now" podcast, host Scott Snider sits down with KC McKenna, President of St. Edwards High School, to talk culture, next generation leadership, and how McKenna is a business owner in his own sense. Together, they deep dive into what makes a culture and how fostering that culture can create a workplace employees want to be in.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.

Chas Woodhull Shares Wealth Management Insights Gallagher-pool.com About the Guest(s): Chas Woodhull is an accomplished financial advisor with a deep-rooted passion for entrepreneurship and investing. He began his journey at the tender age of eight and has since built a substantial career in wealth management. Currently serving as a Private Wealth Advisor at Gallagher Pool Wealth Management, Chas holds titles such as Accredited Investment Fiduciary and Certified Exit Planning Advisor. At only 29, he manages over $70 million in assets and is considered one of the most successful young money managers in the U.S. His career trajectory includes experiences at Northwestern Mutual and Gallagher Pool, where his strategic expertise in helping clients grow, preserve, and transfer wealth has been instrumental. Episode Summary: In this engaging episode of the Chris Voss Show, we explore the journey of Chas Woodhull, a dynamic young entrepreneur and financial expert, who started his investment career at the age of eight by purchasing Microsoft stock with his Kentucky Derby winnings. Host Chris Voss invites Chas to share his experiences growing up in an entrepreneurial family, his passion for investing, and his current role as a Private Wealth Advisor at Gallagher Pool Wealth Management. This episode is filled with insights into Chas's approach to financial planning and wealth management. Listeners will delve into Chas's unique perspective on investment strategies, highlighting how Gallagher Pool Wealth Management distinguishes itself by adopting principles of the world's greatest investors. Chas emphasizes the importance of maintaining a concentrated portfolio of quality companies with strong balance sheets, rather than adhering to conventional diversified investments. Throughout the conversation, Chas offers valuable advice on financial literacy, the significance of starting early with investments, and cultivating a mindset geared toward constant personal and professional growth. Key Takeaways: Chas Woodhull began investing at age eight, inspired by his entrepreneurial family and a passion for financial literacy. Gallagher Pool Wealth Management emphasizes a focused investment strategy aligned with top investors rather than broad diversification commonly pushed by large financial institutions. Starting early and being consistent is crucial in building wealth, with a significant impact from time invested in the market. Chas's firm prioritizes working with clients who are coachable and willing to learn, regardless of their initial investment size. Personal health and fitness are key components of Chas's success, reflecting his dedication to being the best version of himself. Notable Quotes: "If you don't have a plan, you plan to fail." - Chris Voss "The best time to get ahold of your finances and to start investing was five, ten years ago, or yesterday. The second best time is today." - Chas Woodhull "I believe that the way most big companies tell people to invest is for two reasons: it's easily saleable, and they know they're not gonna get sued." - Chas Woodhull "Life's too short not to work with good people." - Chas Woodhull "I've always been competitive. I've always wanted to be really great at whatever I do." - Chas Woodhull

Chuck McDonald is the Founder of Cresscila, a company dedicated to assisting small business owners in creating value through education, optimization, and strategic vision. After a distinguished 20-year career in wealth management, during which he held key roles in marketing, sales, client optimization, compliance, and staffing, Chuck established Cresscila in 2024 to pursue a new chapter inspired by the successes and lessons from his clients. As a Certified Financial Planner and Certified Exit Planning Advisor, he leverages his extensive experience to empower entrepreneurs to transform blind spots into opportunities, ultimately enhancing profitability and lifestyle. Chuck's mission is to equip business owners with the knowledge and tools necessary to achieve success beyond their expectations. In this episode… Letting go of a business is never just a transaction, it's a transition. Yet too many owners only start thinking about an exit when it's already on the horizon, missing crucial steps that could make or break their financial future. What's the biggest blind spot owners have when preparing to exit? According to Chuck McDonald, a seasoned exit planning advisor and former wealth manager, most owners don't realize that exiting a business is as much a personal journey as it is a financial one. He highlights the importance of aligning business operations, personal goals, and financial readiness years in advance. Without that alignment, owners risk regret, missed value, or even a failed sale. Chuck explains that many founders are deeply intertwined with their businesses, making it hard to delegate or detach when the time comes. By starting early, removing risk, and building a self-sufficient team, owners not only increase valuation but also create the freedom to transition on their own terms. In this episode of the Financial Clarity podcast, Hannah Smolinski sits down with Chuck McDonald, Founder of Cresscila, to discuss what most business owners miss when planning their exit. Chuck breaks down the true meaning of exit planning, the emotional roadblocks owners face, and how to prepare your business to be buyer-ready. He also shares how to protect your personal legacy while maximizing value.

In this episode of The Exit is Now podcast, host Scott Snider sits down with Greg Merrill and Andrew Shantz to discuss deepening relationships with owners and cultivating the next generation of leaders within a company. Together, they explore how fostering trust, developing leadership, and aligning business priorities can create a foundation for sustainable success and growth.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.

In this special episode of the Exit Is Now podcast, Sean Hutchinson, flips the script by interviewing Scott Snider. Together, they talk about Scott's first ever Summit back when it was called the International Exit Planning Institute Conference. They also dive into EPI Culture and why the Exit Planning Institute changed during the pandemic.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.

 In this episode of Women on Wealth, host Julina Ogilvie welcomes Michelle Fuller, a Certified Exit Planning Advisor, to discuss the key strategies business owners need to build, scale, and secure their financial future. They explore how to align personal, business, and financial goals, the importance of value growth advisors, and why smart planning isn't just about exiting—it's about maximizing long-term success. Whether you're looking to grow your business, increase its value, or plan for the future, this episode is packed with actionable insights to help you take control of your financial journey. Show Highlights:Advanced planning for business owners (3:55)The role of a value growth advisor (7:55)Business valuation and owner perception (14:13)The Value Acceleration Methodology (19:40)Finding the right advisors (30:23)Connect with Julina Ogilvie:WebsiteYouTubeLinkedInEmail- jogilvie@principlewealthpartners.comThe information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP's CRD #290180

This week Christian Muntean- a Master Coach, Certified Exit Planning Advisor and author of the book Train to Lead, joins Patty and Jessica to discuss how individuals and organizations can foster effective leadership at all levels. They dive into how to grow as a leader, especially if it doesn't come naturally… Find out more about Christian and Train to Lead here.Do you have an ongoing work issue you need guidance solving? Or maybe you want to know how Patty and Jess would have dealt with a past problem. Share your stories and questions with our producers here.TruthWorks is hosted by Jessica Neal and Patty McCord. This episode was produced by Megan Hayward, and edited by Ali Sirois. Our Production Manager is Kathleen Speckert. TruthWorks is an editaudio production.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of "The Exit Is Now" podcast, host Scott Snider sits down with current Exit Planner of the Year, Amy Wirtz, to discuss her journey as an exit planner and a family business consultant. They talk about Amy's history with Scott and EPI as well as dive deep into how and why she became a CEPA through wanting to teach the methodology and more.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.

Are the three legs of your stool aligned? In this episode, Scott Couchenour, founder of Serving Strong, joins Scott Snider in the Exit is Now studio to discuss the importance behind prioritizing personal planning in addition to financial and business planning. 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.

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================

According to the 2024 National State of Owner Readiness, the fourth most trusted advisor is actually a spouse. In this episode, Scott Snider dives deep into this topic with Josh Fuller, CEO of Fuller's Collision Group, and Michelle Fuller, CIMA®, CETF®, CEPA®  at Growth Accelerated who navigate this dynamic on a daily basis. Tune in to find out if it's possible for your spouse to be your most trusted advisor. 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.

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================

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/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.

In this special episode of the "Exit Is Now" podcast, Scott reviews some of his favorite moments from the Exit Is Now Podcast and teases some of our upcoming guests for our 2025 season.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.

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================

In this episode of "The Exit Is Now" podcast, Scott Snider interviews Justin Goodbread. They discuss Justin's journey as a business owner and how he learned his entrepreneur mindset from his father many years ago. They also talk about the bumps and struggles through this journey.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.

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================

Daryl Tegtmeier is a financial wealth advisor.  In this episode, Daryl shares his young lessons of the family business, employee entrepreneurialism, knowing what to own, modeling your business around your paradigm, the safety of business ownership, the gift of choice; and we have a discussion on financial literacy, the attraction of donor dollars in non-profits, and being there at your inflection point.Daryl Tegtmeier is the owner of Epoch Family Wealth.  Daryl has decades of experience in the financial services industry, mastering the craft in various roles.  Through these experiences, he learned the best way to serve his clients is as a strategic partner, rather than simply selling financial products.Daryl's focus has been towards family businesses.  His understanding of  stewardship coupled with his deep financial literacy allows him to be a valuable resource to support the sustainability of businesses.  Through Daryl's history with family business, he is both empathetic and strategic when advising the owners he collaborates with.Daryl is a graduate of Concordia University with a BA in Business Administration and Management.  He is a Certified Financial Planner, a Certified Exit Planning Advisor, and holds a Certificate of Foresight from the University of Houston.To learn more about Daryl, visit:https://epochfamilywealth.com/To learn more, visit:linkedin.com/in/jason-Shupp-18b4619bListen to more episodes on Mission Matters:https://missionmatters.com/author/Jason-Shupp/

In today's rapidly evolving financial landscape, negotiating retirement has become more crucial than ever. Whether you're planning for your own future or helping employees secure theirs, understanding the intricacies of retirement planning is essential.    Join your host, Cindy Watson, as she explores strategies and insights on "Negotiating Retirement For Yourself and For Employees," with Courtenay Shipley, shedding light on how to navigate this critical aspect of financial well-being with expert guidance.   Courtenay Shipley, the founder and Chief Planologist of Retirement Planology. With a wealth of experience in corporate-sponsored retirement plans, Courtenay has conducted over 10,000 educational meetings and holds prestigious designations such as Accredited Investment Fiduciary™, Chartered Retirement Plan Specialist, Certified Plan Fiduciary Advisor, and Certified Exit Planning Advisor. As the president of the Retirement Advisor Council and a recipient of numerous accolades including Top Women Advisor, NAPA Young Gun, and FT Top 401 Advisor, Courtenay brings unparalleled expertise to our discussion today.   In this episode, you'll discover:   Why does retirement planning matter? What are some of the key components that should be considered when creating retirement plans? What is being offered out on the market today? The significance of retirement plans being culturally competent. What are the benefits and why do we need them? What are some of the biggest pain points that we're seeing out today? And many more!   Learn more about Courtenay Shipley:   Website: www.retirementplanology.com Social links: https://www.linkedin.com/in/cshipley https://www.linkedin.com/company/retirement-planology-inc   If you're looking to up-level your negotiation skills, I have everything from online to group to my signature one-on-one mastermind & VIP experiences available to help you better leverage your innate power to get more of what you want and deserve in life.   Check out our website at www.artofFeminineNegotiation.com if that sounds interesting to you. Get Cindy's book here: Amazon   https://www.amazon.com/Art-Feminine-Negotiation-Boardroom-Bedroom-ebook/dp/B0B8KPCYZP?inf_contact_key=94d07c699eea186d2adfbddfef6fb9e2&inf_contact_key=013613337189d4d12be8d2bca3c26821680f8914173f9191b1c0223e68310bb1 EBook   https://www.amazon.com/Art-Feminine-Negotiation-Boardroom-Bedroom-ebook/dp/B0B8KPCYZP?inf_contact_key=94d07c699eea186d2adfbddfef6fb9e2&inf_contact_key=013613337189d4d12be8d2bca3c26821680f8914173f9191b1c0223e68310bb1 Barnes and Noble   https://www.barnesandnoble.com/w/the-art-of-feminine-negotiation-cindy-watson/1141499614?ean=9781631959776 CONNECT WITH CINDY: Website: www.womenonpurpose.ca Facebook:  https://www.facebook.com/womenonpurposecommunity/ Instagram: https://www.instagram.com/womenonpurposecoaching/ LinkedIn: linkedin.com/in/thecindywatson Show: https://www.womenonpurpose.ca/media/podcast-2/ (X) Twitter:  https://twitter.com/womenonpurpose1 YouTube:https://www.youtube.com/@hersuasion Email:  cindy@womenonpurpose.ca  

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================

Business partners Dan Gramann and Greg Maddox from Cultivate Advisors join Scott in the Exit is Now podcast studio. They discuss their journey from initial failures to success, emphasizing the importance of diffusing egos and identifying strengths in business partnerships. They also delve into the findings of the 2023 State of Owner Readiness survey and explore six key business elements that create significant value. Their deep business owner research complements the survey, providing valuable insights into owner readiness and business growth.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.

Family or business first? Have you ever wondered? There's no right or wrong answer for that. It depends on what people believe or how they've been taught to believe. While some people implement the family-first business, others believe in the business-first family. Both may seem right from different perspectives, but there's more to it than just being right or wrong. In this week's episode, we've had the pleasure of having a conversation with another industry expert, specializing in family business advocacy. Rob Ferguson is the founder and president of Ferguson Alliance, a family business strategic advisory service. Having led middle-market family-owned businesses for more than ten years, he uses his qualifications as a Certified Exit Planning Advisor and NACD Board Leadership Fellowship to help CEOs and boards navigate generational changes. His goal is to modify the statistics so that family companies last longer. He believes that with the correct foundation in place, family businesses may build an infinite legacy. He joined us today to talk about the essential question for any family business: family needs or business priorities first. Starting the conversation, Rob defines the two terms' family first business' and 'business first family' along with how they help business owners build their long-term strategy. If you choose the family-first business, then you are choosing a family member, whether they are qualified or not, and if you choose the business-first family, you put the right people in the right position. We then talk about the importance of deciding how a family member joins the business and what requirements they need to fulfill. It makes them understand that they have to earn it if they want to join the business. Rob also explains the procedure for firing a family member, especially if they are a shareholder. In the next phase of the conversation, Rob kindly shares some crucial details on the essential elements of a succession plan, structuring a succession plan, and the transition of business ownership. Furthermore, Rob explains the advantage of tying family values into a business culture and how it helps to continue the legacy. We also hear Rob explain how he educates people from younger generations who become business owners.   EPISODE HIGHLIGHTS [04.43] Family first business or business first family. [08.30] How does the performance of a family member affect the non-family members in a business? [09.28] The mentality shift. [13.20] The importance of setting requirements.  [17.46] Finding the prime zone.  [22.23] Firing a family member.  [24.11] Structuring a succession plan.  [25.40] Essential elements of a succession plan.  [28.10] The transition of business ownership. [34.15] Integrating family values into the business culture.  [37.01] Handling biases as a mediator.  [44.15] Educating young people who become business owners.  [47.11] Out of the shadow.  [51.33] Generational differences.    TIPS & TOOLS TO IMPLEMENT TODAY Asking yourself 'Are you a family-first business or business-first family' is important as a business owner.  Set requirements that must be fulfilled to earn a position at your organization, especially for family members.  Find the prime zone in your business.  Keep the business ownership in your blood family. Build a succession plan that will choose the best replacement as the next business owner.  Listen for intense. Not how it's being said, but what is being said.   Are people problems eroding your company's profits? Discover proven strategies to lead, strategize, and sell effectively, ensuring your projects stay profitable. Elevate your construction business by purchasing Construction Genius: Effective, Hands-On, Practical, Simple, No-BS Leadership, Strategy, Sales, and Marketing Advice for Construction Companies today and turn your people problems into profit!: https://www.amazon.com/Construction-Genius-Effective-Hands-Leadership/dp/B0BHTRDY1T/ Is an executive or leader in your company struggling? Reach out to Eric to discuss how his transformative executive approach can help. Schedule a 10 minute call with Eric today to learn more: 10minuteswitheric.youcanbook.me   RESOURCES   Connect with Rob Ferguson LinkedIn - linkedin.com/in/robertaferguson/  Website - ferguson-alliance.com/  

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================

My guest Len Bruskiewitz is a Business Coach and Certified Exit Planning Advisor, which means he helps business owners plan and execute a successful transition of their company to a family member, a third party, or their employees on their timeline and terms.But before you jump off and think that's not for me, let me tell you: you don't have to have plans to sell your business anytime soon to benefit from this great conversation. We talk about how you can increase the value of your business no matter whether you want to exit your business or not. But also, you prepare yourself and your business for the worst case scenario that nobody wants to think about, what if you have an accident, or get seriously sick and can't run your business anymore for a while or maybe for ever? The benefits of doing so - for example the increased value of your business - will bring you more peace while you're still running it. >> click here to send me a Fan Text Message ;-)From Chaos to Peace Consulting Inc - https://connygraf.comGet notified of the next live round of Chaos to Peace Jumpstart

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================

In this episode, we sit down with Len Brushkiewitz, a renowned Business Coach and Certified Exit Planning Advisor, to discuss the critical importance of having an exit plan for your business. With over 3 million of the 6 million companies with 1-19 employees in the US owned by individuals aged 55+, the lack of a transition plan can put businesses, families, employees, customers, vendors, and communities at risk. Len specializes in helping business owners generating $1-10M in revenue plan and execute successful transitions on their timeline and terms. Discover how Len's expertise leads to a significant reduction in stress and a substantial increase in the value of their company. Whether planning to pass your business to a family member, sell to a third party, or transition to employees, Len's insights will guide you towards a smooth and successful exit. Don't miss this essential conversation on securing your legacy and ensuring the future of your business.Learn more.greaterheightscoaching.comVisit: bluesky.valucompass.com/advisors/YhD0irFnvb2eq4PZ/discover - this is a 15-20 minute assessment that gives a business owner a rough idea of what their business is worth and the areas they need to work on to increase the value.Send us a Text Message. Buzzsprout - Let's get your podcast launched!Start for FREEDesignrr for eBooks, BlogsCreate eBooks, Blogs, Lead Magnets and more! Riverside.fm Your Own Virtual StudioProfessional Virtual StudioAltogether Domains, Hosting and MoreBringing your business online - domain names, web design, branded email, security, hosting and more.Digital Business CardsLet's speed up your follow up. Get a digital business card.Small Business Legal ServicesYour Small Business Legal Plan can help with any business legal matter.Get Quality Podcast Guests NowKeep your podcast schedule filled with quality guests from PodMatch.Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the Show.Please Rate & ReviewVisit Our Parent Company Altogether Marketing LLCRegister for our Elevating the U in Entrepreneur virtual business summit

Mastering the Art of Business Exit PlanningIn a recent episode of the UpMyInfluence podcast, host Josh had an enlightening conversation with Len Bruskiewitz, a certified business and executive coach and certified exit planning advisor. Len specializes in helping business owners, particularly those with revenues between $1 million and $10 million, prepare for a successful transition out of their businesses. This blog post delves into the key themes and actionable advice shared during the episode, providing a comprehensive guide for business owners looking to master the art of exit planning.One of the most striking statistics shared by Len is that only about 20 to 25% of businesses that go up for sale actually sell. This low success rate underscores the critical need for meticulous exit planning. Len emphasizes that business owners should start thinking about their exit strategy well in advance—ideally, from day one. Key considerations include having a clear post-exit plan, developing a robust growth strategy, maintaining accurate accounting records, and creating distance from the business to make it more attractive to buyers.Josh and Len also discuss the emotional challenges that many business owners face when planning their exit. For many, their business is a significant part of their identity and purpose. Strategies to address these emotional hurdles include seeking professional guidance, focusing on legacy, and planning for an exciting future post-exit. Len shares examples of both successful and unsuccessful exit plans, highlighting the importance of starting early, improving business operations, and engaging potential successors.About Len Bruskiewitz:As a Business Coach & Certified Exit Planning Advisor, he specializes in assisting business owners generating $1-10M in revenue to plan and execute successful transitions of their companies to family members, third parties, or employees, all according to their specific timelines and terms. In the US, over 3 million of the 6 million companies with 1-19 employees are owned by individuals aged 55 and older, with most lacking any form of transition plan. His services provide them with two primary benefits: a substantial reduction in stress and a noteworthy increase in their company's value.About FocalPoint Coaching:Focal Point Business Coaching is the world's premier Coaching and business skills training organization.We provide business performance coaching and training to business owners and executives. This is accomplished through one-on-one coaching in an environment of continuous learning, positive support and results-driven accountability. Everything is here: Worldwide BRAND, World class CONTENT, A proven SYSTEM, Innovative use of TECHNOLOGY, Unparalleled SUPPORT and an unmatched TEAM of Business Coaches around the world.We are experts at business growth, showing business leaders how to become more profitable, work less and ultimately, enjoy their lives more.Focal Point Business Coaching is powered by Brian Tracy. We use Brian's business building tools, systems and methodology and we are an extension of Brian's goal to help business owners and executives achieve greater success.Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guestLinks Mentioned in this Episode:Want to learn more? Check out Focal Point Business Coaching website at https://focalpointcoaching.com/Check out Focal Point Business Coaching on LinkedIn at https://www.linkedin.com/company/focalpoint/Check out Len Bruskiewitz's website at

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================

In this episode of Entreprenista, we sat down with Carrie Kerpen, founder of The Whisper Group, an exit readiness practice for women-owned businesses. Carrie previously co-founded Likeable Media, one of the first social media agencies, which she successfully sold for eight figures in 2021. Carrie is an accomplished author and hosts "The Exit Whisperer" podcast, which features women who have scaled and sold businesses. As a Certified Exit Planning Advisor, she is passionate about helping women entrepreneurs transform their businesses into valuable assets. Carrie has served as a mentor to Entreprenista for the past decade, and she continues to inspire with her unwavering commitment to empowering women in business, offering invaluable insights for those looking to achieve life-changing exits. Now, Carrie is leading our agency owner power groups inside the Entreprenista League. Tune in to hear why we consider Carrie our business guardian angel, what she plans to teach in her upcoming power groups, and how she and her husband threw a sponsored wedding at a ballpark that was covered by the New York Times. We talked about:  The importance of building a robust network and leveraging relationships strategically to drive business growth (00:59.63) How she launched, scaled, and ultimately sold her first agency, Likeable Media (12:05.104) Why she's leading the Agency Owner Power Group to help founders build scalable and sellable assets (18:59.694) What separates a good agency from a great agency (21:37) The best time to sell your business (29:29.87) Developing "The Whisper Way" methodology to make businesses more sellable (37:54.822) Connect with Carrie: Agency Owner Power Group Instagram Website The Whisper Group Close The Exit Gap The Exit Whisperer Podcast The Whisper Way Book Pre-Sale Are you ready to make meaningful business connections that lead to real business results?    Join our Entreprenista League community of women founders at entreprenista.com/join! You'll have access to a private community of like-minded Entreprenistas who are making an impact in business every day, special discounts on business products and solutions, exclusive content, private events, the opportunity to have your story featured on our website and social channels, and access to Office Hours with top founders who have been on our show! We can't wait to welcome you, support you, and be part of your business journey!   Thanks for tuning into this week's episode of The Entreprenista Podcast - the most fun business meeting for women founders and leaders. If you enjoyed this episode, please subscribe to the show and leave a review wherever you get your podcasts.   Apple Podcasts | TuneIn | Spotify | Stitcher | iHeart Radio | GooglePlay   Be sure to share your favorite episodes across social media to help us reach more amazing female founders, like you.

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================

Len Bruskiewitz is a Business Coach and Certified Exit Planning Advisor. He helps business owners plan and execute a successful transition of their company to a family member, a third party, or their employees on their timeline and terms.  Today Julie and Len talk about how to increase the value of your business to maximize the sale price and how to think long term about an exit strategy.  Len explains how businesses are valued and what you can do to plan your successful exit whether you are thinking of selling, or you are early in your ownership journey.  Find out more about Len at Greaterheightscoaching.com Find Julie at theveterinarylifecoach.com  

About Len Bruskiewitz I am a Business Coach & Certified Exit Planning Advisor, which means I help business owners generating $1-10M in revenue plan and execute a successful transition of their company to a family member, a third party, or their employees - on their timeline and terms. Over 3 million of the 6 million companies with 1-19 employees in the US are owned by people aged 55+ and the vast majority of them do not have any kind of transition plan in place. Working with me helps them in 2 ways - a huge reduction in stress and a significant increase in the value of their company. https://greaterheightscoaching.com/ https://www.linkedin.com/in/lbruski/ https://twitter.com/lbruskiewitz ------------------------------------------------------ Collabpalooza Solopreneur Automation Summit https://collabpalooza.com When It Worked Podcast https://getoffthedamnphone.com/podcast 00:00:00 Podcast Guest Len Briscovitz Explains Mulligans In Sport 00:01:01 Sir Walter Raleigh Haunts A London Landmark? 00:01:34 Tower Of London Tour Highlights 00:02:25 Final Answer 50 50 Split 00:03:54 Myth Greece, Spain, France, Italy 00:05:35 Jersey Shores Muscular Body Part Mystery 00:05:57 Problem Solved Abs, Not Superstition 00:06:56 Len Ruskowitz Boston Sports Fanatic 00:07:30 Lens Journey From Successful High Tech To Coaching Small Businesses 00:08:38 Building Partnerships, Enjoying Corporate Life 00:09:05 Coaching Partners, Colleagues, And Clients For Success 00:09:33 Small Business Owners Lack Of Transition Advice 00:10:06 Business Owners Avoid Separating Because They Think Its Too Complicated 00:15:04 Business Valuation Process Components, Low Impact, Commitment 00:16:59 Buying Small Businesses For Retirement, Volunteering 00:19:36 Evaluations At The Beginning Of Sales Process 00:22:37 Buyers And Sellers Involved In Business Sale Process 00:27:05 Business Advice For Small Businesses 00:28:20 Farewell, Wrapup And See You Soon

In today's rapidly evolving financial landscape, negotiating retirement has become more crucial than ever. Whether you're planning for your own future or helping employees secure theirs, understanding the intricacies of retirement planning is essential.    Join your host, Cindy Watson, as she explores strategies and insights on "Negotiating Retirement For Yourself and For Employees," with Courtenay Shipley, shedding light on how to navigate this critical aspect of financial well-being with expert guidance.   Courtenay Shipley, the founder and Chief Planologist of Retirement Planology. With a wealth of experience in corporate-sponsored retirement plans, Courtenay has conducted over 10,000 educational meetings and holds prestigious designations such as Accredited Investment Fiduciary™, Chartered Retirement Plan Specialist, Certified Plan Fiduciary Advisor, and Certified Exit Planning Advisor. As the president of the Retirement Advisor Council and a recipient of numerous accolades including Top Women Advisor, NAPA Young Gun, and FT Top 401 Advisor, Courtenay brings unparalleled expertise to our discussion today.   In this episode, you'll discover:   Why does retirement planning matter? What are some of the key components that should be considered when creating retirement plans? What is being offered out on the market today? The significance of retirement plans being culturally competent. What are the benefits and why do we need them? What are some of the biggest pain points that we're seeing out today? And many more!   Learn more about Courtenay Shipley:   Website: www.retirementplanology.com Social links: https://www.linkedin.com/in/cshipley https://www.linkedin.com/company/retirement-planology-inc   If you're looking to up-level your negotiation skills, I have everything from online to group to my signature one-on-one mastermind & VIP experiences available to help you better leverage your innate power to get more of what you want and deserve in life. Check out our website at www.practicingwithpurpose.org if that sounds interesting to you. Get Cindy's book here: Amazon   https://www.amazon.com/Art-Feminine-Negotiation-Boardroom-Bedroom-ebook/dp/B0B8KPCYZP?inf_contact_key=94d07c699eea186d2adfbddfef6fb9e2&inf_contact_key=013613337189d4d12be8d2bca3c26821680f8914173f9191b1c0223e68310bb1 EBook   https://www.amazon.com/Art-Feminine-Negotiation-Boardroom-Bedroom-ebook/dp/B0B8KPCYZP?inf_contact_key=94d07c699eea186d2adfbddfef6fb9e2&inf_contact_key=013613337189d4d12be8d2bca3c26821680f8914173f9191b1c0223e68310bb1 Barnes and Noble   https://www.barnesandnoble.com/w/the-art-of-feminine-negotiation-cindy-watson/1141499614?ean=9781631959776   CONNECT WITH CINDY: Website: www.womenonpurpose.ca Website: www.practicingwithpurpose.org Facebook:  https://www.facebook.com/womenonpurposecommunity/ Instagram: https://www.instagram.com/womenonpurposecoaching/ LinkedIn: linkedin.com/in/thecindywatson Show: https://www.womenonpurpose.ca/media/podcast-2/ X(Twitter):  https://twitter.com/womenonpurpose1 YouTube:https://www.youtube.com/@hersuasion Email:  cindy@womenonpurpose.ca