Podcasts about Exit planning

In this episode of the Real Estate Pros podcast, host Dylan Silver interviews Dr. Jami Bryant, a former healthcare professional turned commercial real estate expert and business broker. They discuss Jami's transition from healthcare to real estate, the importance of networking, and the unique challenges and opportunities in the commercial real estate market, particularly in the healthcare sector. Jami shares insights on the role of a business broker, the future of healthcare real estate, and the impact of the pandemic on hospitals and healthcare facilities.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

We'd love to hear from you. What are your thoughts and questions?In this episode of Streams to Impact, Dr. Allen Lomax interviews Kelvin Bell, a distinguished toastmaster, investor, and business strategist. They discuss Kelvin's journey into entrepreneurship, key strategies for enhancing business valuation, innovative sales approaches, and effective profit margin strategies. Kelvin shares insights on navigating mergers and acquisitions, the consulting business model, and the importance of exit planning for small business owners. The conversation emphasizes the need for strategic planning and the potential for significant growth through thoughtful business practices.Main Points: Business owners often overlook exit strategies until it's too late.Retaining existing customers is more cost-effective than acquiring new ones.A well-structured management team is crucial for business valuation.Profit margins can be increased by adjusting pricing strategies.Mergers and acquisitions can double business size but require careful planning.Consulting for equity aligns the consultant's success with the business's growth.Standard operating procedures can alleviate the burden on business owners.Exit readiness is essential for maximizing business valuation.Transformational consulting can provide significant ROI for businesses.Quiet reflection can be a powerful tool for introverted entrepreneurs.Main Points: TopValue15.com GrowYourBusinessNow.infohttps://www.instagram.com/drkelvinbell/https://www.linkedin.com/in/kelvin-bell-investor/https://www.facebook.com/kelvin.bell.31945

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.

Evan Shufflebarger Evan is a native of Topeka, KS and a University of Kansas alumni with a diverse background in consulting, investing, and M&A. After starting his career in internal consulting at a Fortune 150 financial services firm, he transitioned to buyside credit investing, where he advanced from data analytics for structured products to managing private equity investments and commercial real estate lending. Evan's next role, his first in M&A, was with a large family-owned logistics company, focusing on acquisitions, joint ventures, and capital projects. Since joining HeartLand in 2020, he has led or supported over 20 acquisitions, driving sourcing, diligence, and integration while shaping the company's Business Intelligence strategy. Evan is a former Kansas City 20 Under 30 honoree and ACG Corporate Development Professional to Watch. Tanner Spross Tanner started in the landscaping industry at a young age, growing up in his father's business and working in the summers and weekends on installation crews. In 2012, the family business merged with Santa Rita Landscaping, and upon graduating from the University of Arizona, Tanner became the full time estimator for its Commercial and Public Works Division. Over time Tanner served as the companies Director of Sales and Operations, before ultimately becoming the President and CEO in 2018. In his time as the President and CEO of Santa Rita Landscaping, Tanner was able grow the business over 300%, greenfield operations into the Phoenix Market, lead M&A activity for the business, and lead the sale side of the business twice, most recently in 2023 when the business partnered with HeartLand. Since joining the HeartLand team, Tanner has since become Operating Partner for the Southwest Region, providing leadership for the HeartLand companies throughout the Southwest United States.

In this episode of The Retirement Fiduciary Podcast, host Adam Koós interviews Sharad Mehta, the Founder and CEO of REsimpli, a revolutionary real estate software platform. Sharad shares his remarkable journey from working as an accountant to becoming a successful real estate investor and entrepreneur. After flipping over 800 properties and managing a portfolio of 60 free-and-clear rental units, Sharad realized the need for a more efficient way to run his business. This insight led him to develop REsimpli, an all-in-one software solution designed to streamline real estate investing by integrating marketing, lead management, accounting, and more. Sharad and Adam discuss the challenges of scaling a real estate business, the importance of building strong relationships, and why maintaining consistency is the secret to long-term success. Sharad also explains his philosophy of paying off properties instead of leveraging them, his preference for simple, repeatable systems, and how consistency in marketing efforts has been key to his success. Whether you're an aspiring investor or a seasoned pro, this episode provides valuable insights into scaling, systematizing, and maintaining profitability in real estate. Plus, Sharad explains why REsimpli has become an indispensable tool for real estate professionals nationwide.   Episode Highlights:   00:00 Welcome to The Retirement Fiduciary Podcast 00:28 Introducing Sharad Mehta: From Frustration to Innovation 01:30 The Journey to Real Estate Investing 03:21 Building a Real Estate Empire 03:30 Creating REsimpli: Solving Business Inefficiencies 06:01 Flipping Houses and Managing Rentals 14:03 Scaling the Business with Systems and Processes 18:24 Analyzing Property Investments 18:34 The Role of Agents and Contractors 20:32 Building Trust and Relationships 21:26 Challenges in Property Management 22:11 Introducing REsimpli: A Turnkey Solution 24:27 Consistency: The Key to Success 29:16 Navigating High Interest Rates 31:23 The Numbers Game in Real Estate 33:36 Conclusion and Contact Information Connect with Sharad Mehta and REsimpli: Website: REsimpli WebsiteFacebook: REsimpli FacebookLinkedIn: Sharad Mehta on LinkedInInstagram: REsimpli InstagramTwitter: REsimpli TwitterYouTube: REsimpli YouTube Channel More Resources from Libertas and Adam Koós Click below to check out The Retirement Fiduciary Podcast (both video and audio available!): https://www.libertaswealth.com/podcasts/   …and CLICK BELOW to subscribe to The Retirement Fiduciary Podcast on Apple!:  https://podcasts.apple.com/us/podcast/the-cash-podcast-with-adam-koos-cfp-cmt/id1029927148   Click below for Stock Market Updates SCREENCASTS: https://www.libertaswealth.com/educational-videos/   Check out Adam Koós and Libertas Wealth in the news!: https://www.libertaswealth.com/in-the-media/   Click below to READ more Educational ARTICLES: https://www.libertaswealth.com/educational-articles/   For more information on how to sell your company, and other Business Transition and Exit Planning education, head over to: https://www.elevateandexit.com   For more Real-Time Updates on the Economy and State of the Markets, Follow Adam Koós on Twitter @AdamKoos: https://twitter.com/AdamKoos   Or follow Adam and Libertas Wealth on Social Media: Facebook: https://facebook.com/libertaswealth Instagram: https://www.instagram.com/libertas.wealth Threads: https://www.threads.com/@libertas.wealth LinkedIn: https://www.linkedin.com/company/libertas-wealth Twitter: https://x.com/LibertasWMTiktok: https://www.tiktok.com/@libertaswealthmanagement   Libertas Wealth Management Group, Inc. 5003 Horizons Drive, Suite 200 Columbus, OH 43220 info@LibertasWealth.com www.libertaswealth.com (614) 543-1350 ---   Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He's been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America's top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.     *******   The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning.  While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio.  If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA's, as well as cash balance and other various retirement plans).   

In this episode, Rory speaks with Christine Nicholson, award-winning succession strategist, and Randy Fox, founder of Two Hawks Family Office and editor-in-chief of the Planned Giving Design Center, about their contributions to The Holistic Guide to Wealth Management and how to help business owners exit with clarity, purpose, and peace of mind. Christine explains why only 3 in 10 family businesses survive to the next generation and how role-identity fusion—the trap of tying self-worth to business worth—can stand in the way of successful succession. Randy shares how tools like personal goodwill, charitable trusts, and purpose-driven giving can help families maximize outcomes while minimizing taxes. Together, they explore how to help clients let go, reconnect with their passions, and structure legacies that reflect both financial and emotional goals. Are you curious how to guide clients from burnout to freedom? Want to learn how to build purpose and family continuity into the exit process? Find out the answers to these questions and more in this powerful conversation with Christine Nicholson and Randy Fox.

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.

DIY exit planning is a path many independent collision shop owners take—especially when they're looking to sell to key employees or keep the transition “in-house.” But without the right structure and support, these plans often stall out or fall apart entirely, leaving owners frustrated and without the outcome they hoped for.In this episode, Matt DiFrancesco shares a real-life story of a shop owner who initially engaged with his process to sell the business to key employees—but ultimately decided to go it alone. Matt explains why these do-it-yourself exit plans rarely succeed and what shop owners overlook when they try to navigate the process without professional guidance.Join Matt as he unpacks why DIY strategies so often lead to disappointment, what a successful transition really takes, and how the right team can help you exit your business on your terms—with confidence and clarity.Matt also talks about:(01:22) The dangers of DIY Exit Planning(02:06) How a lack of expertise can lead to failure(02:40) How emotional involvement can lead to unrealistic expectations(04:34) Why a shop's revenue means nothing to your valuation(05:47) The importance of understanding your market(07.04) How shops are leaving money on the table without expert negotiation(07:56) Why having sufficient succession planning is critical(08:38) Why you can't set unrealistic time frames when it comes to exit planning(10:01) Why it's crucial to have a clear picture of the life you want post-exit(12:17) How working with a team that can guide your transition lead to successConnect With Matt DiFrancesco:matt@highliftfin.com(814)201-5855LinkedIn: Matt DiFrancescoLinkedIn: High Lift FinancialFacebook: High Lift Financial Instagram: @high_lift_financialYouTube: @highliftfinancialDisclaimer:All information is obtained from sources deemed reliable, but not guaranteed. No tax or legal advice is given nor intended. Content provided herein or on our website should not be construed as an offer for investment advice or for securities, insurance, or other investment products. Investments involve the risk of loss and are not guaranteed. Consult a qualified legal, tax, accounting, or financial professional before implementing any investments or strategies discussed here.High Lift Financial is a DBA for DiFrancesco Financial Concierge, LLC.  Investment advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission.

In this episode of Poised for Exit, we're joined by Michael Hubsmith of True North M&A and Mark Cheeley of Synergy Wealth Management, two seasoned professionals whose 15-year collaboration has helped countless business owners plan smarter, sell stronger, and retire confidently.Michael and Mark share real-world insights on how aligning M&A expertise with long-term financial planning creates better outcomes for business owners preparing to exit. They emphasize the importance of early planning, building a trusted advisory team, and addressing value gaps well before going to market.Our conversation also explores the current M&A landscape, highlighting what today's buyers are looking for and how owners can position themselves for premium deals - even in uncertain economic conditions.This is a thoughtful and practical conversation that highlights the real impact of trusted professional relationships, and what's possible when planning and execution come together at the right time!Connect with Julie Keyes, Keyestrategies LLCFounder, Consultant, Author, Pod-caster and Instructor

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.

Send us a textFeeling overwhelmed by growth? In this kickoff episode of Strategy, Scale, Exit, Steve challenges the biggest myth in business: that more revenue means more success.Through real stories and hard-won lessons, he breaks down why most companies stall when scaling—and the three foundations that separate busy businesses from valuable ones: systems, financial discipline, and focused strategy.If you're serious about building a company that runs without you (or one worth selling), this episode is your blueprint.Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information.Want to see if you're a fit for our KPI Kickoff? Check it out here: https://www.coltivar.com/boost Support the show

In this episode of the Finish Big Podcast, Host Mark Dorman interviews Renee Russo, a dynamic CEO, coach, exit planner, and speaker from Melbourne, Australia, now based in Vancouver, Canada. Rene shares her journey from corporate accounting at KPMG to becoming a sought-after business coach and exit planner. She dives into how her personal challenges and professional pivots led her to develop an innovative approach to business freedom and growth. Renee's story highlights resilience, transformation, and the power of leveraging proven processes to turn chaos into clarity. She is passionate about helping business owners align their personal, financial, and business goals to build sustainable success and unlock wealth while maintaining personal freedom. Mark and Renee discuss: Chaos to Clarity: Implement systems to take control of your business. Mindset Matters: Shift to a value-focused approach for sustainable growth. Lead with Discipline: Build accountable, high-performing leadership teams. Plan for Freedom: Exit planning is about creating opportunities, not just endings. Life by Design: Align business and personal goals for lasting success. Resilience Wins: Turn setbacks into opportunities for growth. Peer Power: Leverage peer support for inspiration and professional growth. Connect with Mark Dorman: Succession Plus US LinkedIn: Mark Dorman LinkedIn: Succession Plus Facebook: Succession Plus (330)-416-9271 mdorman@succession.plus Connect with Renee Russo: Website: Rise Up Business Coaching LinkedIn: Renee Russo About the Guest:  Renee Russo is the CEO and Founder of Rise Up Business Coaching, a leader in helping business owners align their personal and professional goals to achieve freedom and long-term success. She is a certified EOS Implementer and Exit Planning Advisor who leverages her vast experience to deliver high-impact coaching, workshops, and keynotes.

In this episode, I had the pleasure of chatting with Dr. Sheila Fitzpatrick, a seasoned expert in veterinary practice management and valuation. We dove deep into the complexities of selling veterinary practices, exploring everything from the current market landscape to the nuances of selling to corporate buyers versus private individuals. Dr. Fitzpatrick shared invaluable insights on the importance of exit planning and how it can significantly impact the success of a sale. We also discussed the viability of both private and corporate sales, with Dr. Fitzpatrick highlighting that while corporate buyers often pay higher multiples, many veterinarians prefer selling to private individuals to maintain the essence of their practice. We also touched on the importance of understanding market trends and projections. Dr. Fitzpatrick emphasized the need for practice owners to attend town planning meetings to gain insights into local growth, which can be crucial when considering practice acquisitions. Additionally, she stressed the importance of early exit planning, ideally starting five years before a sale. This involves financial assessments, professional valuations, and preparing the business for a smooth transition. We also discussed the pros and cons of leasing versus owning real estate for veterinary practices, with ownership offering more control and stability. Moreover, Dr. Fitzpatrick shared strategies for enhancing practice value, such as diversifying services and leveraging technology. By investing in advanced diagnostic equipment and expanding service offerings, practices can increase their appeal to potential buyers. We also covered the impact of rising interest rates on practice sales and the challenges of recruitment and retention in the veterinary field. Dr. Fitzpatrick provided practical tips for effective marketing strategies, emphasizing the role of digital marketing and community engagement in attracting and retaining clients. Overall, this episode is packed with expert advice and actionable strategies for veterinary practice owners looking to navigate the complexities of selling their business.

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.

Chris Holman welcomes Jim Benedict, a managing director at PNC Private Bank and an expert on business succession and transitions. [Up to speed notes from PNC: Most people are surprised to learn that more than 27% of U.S. companies are family owned. In fact, family-owned businesses contribute $5.9 trillion — or about 64% — to total U.S. GDP. Despite being a major driver of the U.S. and local economies, it's not uncommon for family businesses to cease operations after the first generation exits the business. And, unfortunately, about 50% of business transitions occur involuntarily due to what has been coined by the Exit Planning Institute as “the Five Ds:” Death, Disability, Divorce, Disagreement, and Distress.] Q. Jim, I understand that more than a quarter of all U.S. companies are family owned. Despite the huge impact family businesses make on the economy, a large percentage of them don't survive after the first generation exits the business. Why is this? Q. Obviously every family-owned business will eventually have to transition – either voluntarily or involuntarily – someday. What should business owners do to prepare for this eventuality? Q. I've heard that upwards of three-quarters of business owners report that they regret selling their business 12 months after finalizing the sale. Why is this, and what can owners due to avoid this regret? Q. What are some commonly overlooked considerations or maybe even pitfalls that business owners neglect to think through? Q. Let's say I've just sold or transitioned my business, and I now have this big liquidity event and cash windfall. What's the first thing you recommend I do with that money? Most people are surprised to learn that more than 27% of U.S. companies are family owned. In fact, family-owned businesses contribute $5.9 trillion — or about 64% — to total U.S. GDP. Despite being a major driver of the U.S. and local economies, it's not uncommon for family businesses to cease operations after the first generation exits the business. And, unfortunately, about 50% of business transitions occur involuntarily due to what has been coined by the Exit Planning Institute as “the Five Ds:” Death, Disability, Divorce, Disagreement, and Distress. One thing is certain — whether voluntarily or involuntarily — every family business will transition in some form or fashion someday. Yet nearly 80% of family business owners have no formal succession plan. This interview is a conversation with Jim Benedict, a managing director at PNC Private Bank and an expert on business succession and transitions. Jim covers involuntary business transitions and outline the dos and don'ts of succession planning. » Visit MBN website: www.michiganbusinessnetwork.com/ » Subscribe to MBN's YouTube: www.youtube.com/@MichiganbusinessnetworkMBN » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/

In this episode of the Finish Big Podcast, Mark Dorman interviews Fred DiSanto, Chairman and CEO of Ancora Investments. Fred shares his inspiring journey from playing college sports to building a $10 billion investment firm. He discusses pivotal career moments, including his transition from institutional sales to founding Ancora, the challenges of scaling the business, and the strategies that have driven its success. Fred emphasises the importance of strong relationships, assembling top-tier talent, and offering innovative solutions like activism and alternative investments to differentiate in a competitive market. Fred also highlights his commitment to fostering a culture of ownership, sharing equity with nearly 40 employees during a significant liquidity event in 2021. He reflects on his philanthropic efforts, supporting institutions like Saint Ignatius High School and Case Western Reserve University, and his vision for Ancora's future—focusing on growth, client satisfaction, and community impact. This episode is a masterclass in leadership, succession planning, and building a lasting legacy. Mark and Fred discuss: Relationships Matter: Strong client and team relationships fuel growth. Stand Out: Differentiation through unique services drives success. Shared Ownership Wins: Employee equity fosters loyalty and growth. Community Impact: Supporting education and diversity builds a lasting legacy. Plan Ahead: Succession planning ensures stability and continued growth. Connect with Mark Dorman: Succession Plus US LinkedIn: Mark Dorman LinkedIn: Succession Plus Facebook: Succession Plus (330)-416-9271 mdorman@succession.plus Connect with Fred DeSanto ● LinkedIn About the Guest: Fred DiSanto is the Chairman and CEO of Ancora Investments, a leading Midwest-based investment firm managing over $10 billion in assets. With decades of experience in finance, Fred has built a reputation for innovation, leadership, and fostering strong client relationships. A graduate of Case Western Reserve University, Fred is passionate about talent development, philanthropy, and driving growth through proprietary strategies like activism and alternative investments. His dedication to community and excellence has made him a respected figure in the financial industry.

Ghislain Gouraige, Partner at NewEdge Wealth, helps ultra-high-net-worth families and entrepreneurs navigate business transitions. Ghislain joins host Laurie Barkman to recap the firm's 2025 Onward Conference held at Carnegie Mellon University and valuable insights to help you prepare before a sale: Success factors to prepare personally and financially How to maximize business value Understanding M&A market trends and roll-up strategies Identifying target companies Characteristics that make industries attractive to consolidators Dive in for insights to preserve wealth, achieve your transition goals, and build a lasting legacy. ____________________________________  This Show is Sponsored by The Business Transition Sherpa® 100 percent of owners will leave their business one day. But few are prepared. Are you? Learn what every entrepreneur needs to know about making your business more scalable and sellable! ✨

In this episode of Your Life Simplified, Daniel Sharkey, senior wealth advisor, and Tom Tilley, managing director, mergers & acquisitions, discuss the aspects of navigating the sale of your business and exercising as much control as possible. Tune in for valuable insights on preparing your business to go to market, navigating exit strategies as well as tax and income implications of the sale.

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 Episode, We Cover:Building a real, sellable asset. How to calculate business value from a buyer's perspective (and what buyers really care about)The biggest mistakes that destroy business value (and how to fix them early)The power of proactive tax, wealth, and asset protection planning—beyond siloed advice 

The Transformative Impact of AI on Business Exit Planning, with Gerardo Kerik (The Exit Exchange, Episode 22) In this episode of The Exit Exchange, host John Ray dives into the business implications of artificial intelligence with Gerardo Kerik, a WSI consultant. Gerardo discusses the evolving landscape of AI and its significant impact on advisors and […]

In this episode of Better Business, Better Life, host Debra Chantry-Taylor welcomes Rene Russo, CEO of Rise Up Business Coaching, to explore the power of aligning personal and business goals. Rene shares her journey of self-discovery, the importance of honoring oneself, and how EOS and Exit Planning can help business owners create value, freedom, and a life of fulfillment. She discusses key strategies for ensuring a business can thrive independently of its owner, integrating personal, financial, and business goals for long-term success. Rene also introduces insights from her book Ready to Rise, offering practical tools like the "555 Playbook" for personal growth and alignment. If you're a business owner looking to gain clarity, create a sustainable business, and design a future that aligns with your vision, this episode is packed with actionable wisdom.  Tune in to take the next step toward building a business—and life—that truly works for you.CONNECT WITH DEBRA:         ___________________________________________         ►Debra Chantry-Taylor is a Certified EOS Implementer | Entrepreneurial Leadership & Business Coach | Business Owner ►Connect with Debra: debra@businessaction.co.nz ►See how she can help you: https://businessaction.co.nz/       ____________________________________________         GUEST'S DETAIL: ► Rise Up Business Coaching Website  ► Ready to Rise - Renee's Book ► Renee Russo - LinkedIn Chapters:   00:22 - Introduction 02:12 - Renee Russo's Journey and Personal Growth 04:35 - Rediscovering Oneself and Business Alignment 10:33 - The Importance of Personal Alignment in Business 13:45 - Exit Planning and Business Value Creation 25:48 - The Role of Advisors and Peer Groups 34:59 - EOS and Exit Planning Integration 41:30 - Practical Tips for Business Owners 

Many entrepreneurs are natural optimists - it's what drives them to start and grow successful businesses. But when it comes to exit planning, that same optimism can lead to overconfidence, unrealistic expectations, and costly mistakes. In this episode of Exit Insights, Darryl Bates-Brownsword and Kevin Harrington explore: ✅ Why entrepreneurs often underestimate the challenges of selling a business ✅ The biggest blind spots that can reduce your business valuation ✅ How to think like a buyer and package your business for a successful exit ✅ Why early planning is key to maximising value and avoiding rushed decisions Most entrepreneurs don't feel the pain of an unplanned exit—until it's too late. Watch full episode here: https://succession.plus/uk/podcasts-uk/the-optimism-trap-why-entrepreneurs-struggle-with-exit-planning-with-kevin-harrington/ Get started by knowing how sellable your business is right now. Check out our Business Sellability Scorecard to find out. Learn more about your ad choices. Visit megaphone.fm/adchoices

What does it truly mean to build wealth beyond the superficial displays often seen in today's society? How can entrepreneurs leverage their businesses to not just survive, but thrive in the competitive market? In this episode, Dr. Lauryn sits down with Antonio Vaglica Jr., a former MLB prospect turned serial entrepreneur, to explore these compelling questions. Antonio brings his unique perspective on transitioning from sports to business, emphasizing the strategic importance of personal development and understanding one's true value.Together, they dissect the principles of asset protection, business-focused tax strategy, and the art of reinvestment within one's business to maximize potential. Antonio discusses his philosophy of 'building wealth to create impact,' sharing insights on how to avoid the common pitfalls of entrepreneurship such as complacency and the allure of quick success. The conversation is rich with actionable advice for anyone looking to deepen their entrepreneurial journey while maintaining integrity and a focus on long-term sustainability.Key Takeaways:Embrace Discomfort for Growth: Antonio shares how stepping out of comfort zones and facing the unknown can significantly drive personal and business growth.Business as Primary Asset: Learn why your business should be your primary focus before other investments, and how reinvesting in it can yield the highest returns.Redefining Wealth: Antonio discusses building true wealth not just for show but for sustainable success, emphasizing the importance of creating value that lasts.Guest Bio: Former MLB prospect turned serial entrepreneur, Antonio Vaglica Jr. owns a diverse portfolio of companies tailored to enhance service-based businesses. His firm specializes in providing unbiased advice across four key areas: Asset Protection, Tax Strategy, Balance Sheet Optimization, and Exit Planning, all designed to maximize enterprise value. With a mission to bridge the wealth gap, Antonio and his team are committed to transforming an industry often clouded by unsuitable recommendations, aiming to reshape the business landscape for the better.Follow Antonio: Instagram | LinkedInResources:For those interested in building a profitable personal brand in just two hours a week, check out Dr. Lauryn's new membership group Beyond Brick & Mortar!Sign up for the Weekly Slay newsletter!Follow She Slays and Dr. Lauryn: Website | Instagram | X | LinkedIn | FacebookSign up here to receive our monthly associate job postings email.#SheSlaysTheDay #Entrepreneurship #WealthBuilding #BusinessGrowth #AssetProtection #TaxStrategy #PersonalDevelopment #EntrepreneurMindset #BusinessStrategy #MaximizePotential #FinancialPlanning #BusinessOptimization #StrategicReinvestment #ValueCreation #LongTermSuccessMentioned in this...

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,  Craig Jeffery hosts Elisabeth Constantin from ABREO Executive Services and Royston Da Costa, Assistant Treasurer at Ferguson, to discuss career accelerators and pathways for treasury leaders. They explore various strategies for advancing careers, such as board service, academia, mentorship, and profile diversification. Elisabeth emphasizes the importance of exit planning and balancing personality development with skill optimization. Royston highlights both traditional and new career pathways in treasury. Listen in for a fresh perspective on professional growth and leadership.

Most business owners focus on growth—but what about the exit strategy? With over 80% of business owners lacking a transition plan, many risk leaving money on the table or facing uncertainty when it's time to move on. In this episode, Justin Goodbread shares powerful, value-driven exit strategies to help you secure your financial future and […] The post Maximize Business Growth with Strategic Exit Planning, With Justin Goodbread first appeared on Business Creators Radio Show with Adam Hommey.

What if the biggest myth about exit planning is also the most dangerous? In this solo episode, Jerome Myers, America's leading exit authority, breaks down the costly mistake founders make—waiting too long to plan their next move. He shares hard-hitting insights on the Founder's Exit Paradox and why delaying the conversation about “what's next” can leave you lost, unfulfilled, or even financially vulnerable. Jerome explores the excuses founders tell themselves, the four unexpected reasons entrepreneurs are forced to exit, and the ultimate question every business owner should ask: If you only had six months left before you had to exit, what would you do differently today? [00:00 - 02:44] The Exit Paradox: The Dangerous Myth That's Holding You Back Waiting too long to plan leads to regret Exit is a transition, not the end Are you exiting from or to something? [02:45 - 008:51] The Three Excuses Founders Use to Delay Their Next Move “I'm too busy.” Avoiding the future creates problems “I don't know what's next.” Clarity comes from action “I love what I do.” Staying too long can cost you [08:52 - 13:48] The Four Unexpected Reasons Founders Are Forced to Exit Burnout: Overworking leads to exhaustion Death/Disease: Without you, does your business survive? Divorce: Work-life imbalance strains relationships Market Forces: Timing impacts exit success [13:49 - 16:57] Exit Planning as a Responsibility, Not an Afterthought Businesses relying on founders are worth less Liquidity creates freedom and security Innovative founders build self-sustaining companies [16:58] The Critical Question Every Founder Must Ask What would you prioritize with six months left? The Exit Readiness Assessment reveals blind spots Take action before time forces your hand. Key Quotes: “If you had six months before your exit, what would you do differently today?” - Jerome Myers “The biggest lie founders tell themselves is, ‘I'll figure it out when the time comes.'” - Jerome Myers Ready for your next chapter? Start Your Assessment Now

Is your business truly valuable—or just another job you've created for yourself? In this episode of Succession Stories, Laurie Barkman speaks with Justin Goodbread, award-winning exit planner, best-selling author, and serial entrepreneur who has built and sold six businesses. Justin shares how he doubled the value of his financial services firm in just 18 months, the key to making your business a transferable asset, and why your business isn't your baby—unless it's an ugly one. Tune in for actionable insights on scaling, selling, and finding joy beyond the exit. ____________________________________  This Show is Sponsored by The Business Transition Sherpa® 100 percent of owners will leave their business one day. But few are prepared. Are you? Learn what every entrepreneur needs to know about making your business more scalable and sellable! ✨

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.

summaryIn this conversation, Joe Lopresti, founder of Arlington Wealth Management, discusses the unique financial needs of business owners, emphasizing the importance of planning for the future, particularly regarding exit strategies and achieving personal freedom. He introduces the concept of the 'freedom point,' which allows business owners to live their ideal lives without financial constraints. The discussion covers various aspects of wealth management, including lifetime cashflow planning, the significance of understanding a business's sellability, and the necessity of proactive planning to avoid regrets after selling a business.takeawaysBusiness owners value freedom above everything else.Most business owners have their wealth tied up in their business.Designing an exit on your terms is crucial.The freedom point is living without financial constraints.You need a lifetime cashflow plan for confidence.Your business's sellability score matters.You should think about your exit from day one.Pre-sale planning can prevent regret after selling.Understanding unique concerns is vital for business owners.Planning for the future is essential for business success.Connect with Barnaby on LinkedIn: https://www.linkedin.com/in/barnabycook/Join The Exit Plan mailing list: http://eepurl.com/iC8sIY

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  Corwin Davidson (https://hillcountrywealth.com/) is a Certified Exit Planner at Hill Country Business Strategies and an Investment Advisor at Hill Country Wealth Strategies. Their exit planning practice aims to help owners launch better business transitions and educate owners about their exit options. Their ExitMap Express process empowers us to develop trust-based, collaborative relationships built around a structured coaching discovery process that helps business owner clients envision life after their business.In this episode, Chris and Corwin discuss:1. The Role of Exit Planning in Financial Advisory Services2. Understanding the Exit Map3. How to Coach Business Owners Toward Seamless Succession Planning4. The Importance of Personal Vision in Exit PlanningLinkedIn: https://www.linkedin.com/in/corwindavidson/ Website: https://hillcountrywealth.com/https://www.hillcobiz.com/ Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram:  https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwcFacebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes:  https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. 

Sheryl Linck Podcast SummaryTime, Purpose, and Planning: Keys to a Successful Business ExitIn this episode of the Exit Planning Coach podcast, host John F. Dini interviews Sheryl Linck, a strategy and financial planning specialist at The Trust Company of Tennessee. Sheryl discusses her expertise in comprehensive exit planning, which includes continuity planning, personal financial planning, business planning, and estate planning. She emphasizes the importance of holistic planning for business owners, addressing challenges like time management, family harmony, and post-exit purpose. Sheryl also shares her ideal client profile (businesses with $5M+ in revenue) and advises new exit planners to focus on their expertise and collaborate with a team rather than trying to handle everything alone.

In this episode of Business Growth Talks, Mark Hayward sits down with Daryl Bates-Brownsword, a business succession and exit planning specialist. Daryl shares his insights on helping business owners maximize the value of their companies and transition on their terms. With over 20 years of experience building multi-million turnover international businesses, Daryl provides a wealth of knowledge on strategy, leadership, and business scalability.What You'll Learn in This Episode:✅ The importance of having an exit strategy from the very start of your business.✅ The five stages of business exit planning and why 55% of business exits are unplanned.✅ How to ensure your business is exit-ready to attract buyers and maximize valuation.✅ The key inflection points in business growth and how to overcome common scaling challenges.✅ Different exit strategies, including selling to employees, hiring a CEO, and selling to a larger company.✅ Why being too involved in your business can hurt its valuation and how to delegate effectively.Resources & Links:

In this episode of Confessions of an Implementer, host Ryan Hogan sits down with Renee Russo, EOS Implementer and author of Ready to Rise. Together, they explore the transformative power of energy management and how entrepreneurs can unlock personal and business freedom. Renee shares her journey from feeling trapped in business to discovering that freedom is a daily choice, not a destination. They discuss practical strategies for building systems that align with values, creating sustainable success, and achieving meaningful exits. This episode offers invaluable insights for entrepreneurs looking to reclaim control of their time and life. Tune in and discover how you can start living the freedom you've been chasing.

In this episode, we dive intoentrepreneurship success strategies withEric Malka, a serial entrepreneur, investor, and author best known for founding The Art of Shaving and selling it to Procter & Gamble. He shares invaluable insights onstartup growth strategies,scaling a business, andbusiness mentorship to help entrepreneurs build sustainable, profitable ventures.Eric discusses the importance ofentrepreneurial mindset,business leadership, and crafting a strongbusiness strategy consultant approach to navigating challenges in theluxury brand growth andhigh-end brand strategy space. Learn how he transitioned from an operator to an investor, providing expert advice onluxury business success,brand building tips, andpremium brand positioning.If you're looking to masterstartup investment advice, understandbusiness exit planning, and develop an effectiveM&A strategy for entrepreneurs, this episode is packed with actionable guidance. Eric also breaks down the key factors inselling a business,how to attract investors, and the power ofentrepreneurial resilience in overcoming obstacles.Tune in to hear Eric's topsuccess habits for business owners, his thoughts onlong-term business growth, and howentrepreneurial coaching can make the difference in achieving financial freedom. Whether you're a startup founder or seasoned entrepreneur, you won't want to miss this episode!In thisDisclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.To check out the YouTube (video podcast), visit:https://www.youtube.com/@drchrisloomdphdClick here to join PodMatch (the "AirBNB" of Podcasting):https://www.joinpodmatch.com/drchrisloomdphdEnhance your productions through Descript (affiliate):https://get.descript.com/gaei637mutikCheck out TubeBuddy, the all-in-one platform that helps you grow and scale your YouTube channel (affiliate):https://www.tubebuddy.com/pricing?a=FinancialFreedomPodcastClick here to check out our Amazon product of the day (affiliate):https://amzn.to/3ZLseCCWe couldn't do it without the support of our listeners. To help support the show:CashApp-https://cash.app/$drchrisloomdphdVenmo- https://account.venmo.com/u/Chris-Loo-4Spotify-https://podcasters.spotify.com/pod/show/christopher-loo/supportBuy Me a Coffee-https://www.buymeacoffee.com/chrisJxClick here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-onlineClick here to check out our bookstore, e-courses, and workshops:https://www.drchrisloomdphd.com/shopClick here to purchase my books on Amazon: https://amzn.to/2PaQn4pFor audiobooks, visit:https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1FFollow our YouTube channel:https://www.youtube.com/chL1357Follow us on Twitter:https://www.twitter.com/drchrisloomdphdFollow us on Instagram:https://www.instagram.com/thereal_drchrislooFollow us on Threads:https://www.threads.net/@thereal_drchrislooFollow us on TikTok:https://www.tiktok.com/@drchrisloomddphdFollow our Blog:https://www.drchrisloomdphd.com/blogFollow the podcast on Spotify:https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18Subscribe to our Substack newsletter:https://substack.com/@drchrisloomdphd1Subscribe to our Medium newsletter:https://medium.com/@drchrisloomdphdSubscribe to our LinkedIn newsletter:https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233Subscribe to our email list:https://financial-freedom-podcast-with-dr-loo.kit.com/Thank you to all of our sponsors and advertisers that help support the show!Financial Freedom for Physicians, Copyright 2025

Your Leadership Team Is Costing You Millions In Hidden Value - But There's A SolutionMost business owners are unknowingly trapped in a dangerous cycle - running their company dependent on themselves while 80% of their wealth remains locked inside their business. In this value-packed episode, business growth expert Dan Coleman reveals why this happens and how to fix it.Drawing from his experience coaching companies from $4M to $380M in revenue and conducting over 900 leadership workshops, Dan shares his proven framework for building high-performing teams that increase company value. Host Mike O'Neill and Dan explore why exit planning principles are crucial for ALL businesses, not just those planning to sell.Key Insights to Look Out For:• Why having the wrong leadership team members is silently destroying your company's value• The four essential "capitals" that determine 80% of your business worth• How to identify if your current team can take you where you need to go nextThis conversation offers actionable strategies to transform your leadership team from a bottleneck into your greatest asset. Whether you lead a small business or a large corporation, implementing these proven principles will help you build sustainable value.Ready to stop leaving money on the table? Listen now and learn how to create a leadership team that drives real results. Don't forget to subscribe for more expert insights on building a valuable, sustainable business.Find all the show notes and links here: https://www.unstuck.show/205

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.

In this episode of Make Business Personal, Kiley Peters, founder of RAYNE IX, talks about the critical importance of planning an exit strategy for business owners. She discusses how starting to think about an exit early can provide options and prevent regrets later. The episode highlights that a well-planned exit should benefit all parties involved and that business owners should build a business that is not solely reliant on them.Defining Personal Success 03:25 Understanding Your Legacy 07:41 Building a Business for Sale 11:32 Practical Steps for Planning an Exit 15:29 Recommended Resources 17:49 Links & Follow-ups:Learn more at MakeBusinessPersonal.com & KileyPeters.com Downloads available at MBPDownloads.comWork with us at RAYNEIX.com & RIXAccelerator.com Submit questions at MBPPodcast.com Newsletter Signup: RIXNewsletter.com Linkedin: Kiley Peters & RAYNE IXInstagram: @kileypeters & @rayneix Email: info@rayneix.comRECOMMENDED RESOURCESBook: Built to Sell by John Warrillow – A fantastic guide on designing your business to run without you.Download our free The Intentional Exit Checklist at MBPDownloads.com.Check out our FREE quarterly Exit Planning virtual workshops at RIXWorkshops.com

Welcome back to the Better Business, Better Life Flashback Series! This week, we're revisiting an insightful conversation with Renee Russo, certified EOS implementer and CEO of Rise Up Business Coaching. Renee's journey from accountant to entrepreneur is a testament to the power of alignment—both in business and in life.  Through her experiences in self-implementing EOS, becoming an exit planning strategist, and developing a personal life coaching system, Renee offers invaluable wisdom on building a business that serves your life—not the other way around. She discusses the challenges of self-implementation, the role of accountability, and the significance of planning for the future with intention. From exit planning to personal transformation, this episode is packed with timeless insights on accountability, mindset, and making intentional choices for a fulfilling future. Whether you're hearing it for the first time or revisiting it for a fresh perspective, Renee's wisdom will leave you inspired to take control of your journey. Tune in to rediscover the keys to building a business and a life that truly aligns with your values!  CONNECT WITH DEBRA:         ___________________________________________         ►Debra Chantry-Taylor is a Certified EOS Implementer | Entrepreneurial Leadership & Business Coach | Business Owner  ►Connect with Debra: debra@businessaction.co.nz  ►See how she can help you: https://businessaction.co.nz/       ____________________________________________          GUEST'S DETAIL:  ► Rise Up Website   ► Connect with Renee ► Renee Russo - LinkedIn  Chapters:    01:03 – Podcast Introduction   01:46 - Renee Russo's Background and Journey   05:15 - The Importance of a Business Methodology   05:50 - Challenges of Self-Implementation and the Role of an Implementer   06:03 - The Concept of Exit Planning   27:37 - The Role of Accountability and Support   30:34 - Renee's Life Coaching System   40:14 - Conclusion  

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============================================

Taking the time to find the positives in a difficult situation.

Our featured guest in this episode is Leslie Lauer, Managing Director and Senior Portfolio Manager at RBC Wealth Management. Leslie specializes in ESOPs, and shared some highlights of her years of experience as a trusted advisor. Leslie's background in banking and accounting was the foundation for her career path to advising on deal structure for ESOPs. She's also a former entrepreneur herself (a company owned by an ESOP) which takes her advice from a theoretical perspective to a practical one. Her Board positions with ESOP organizations like the National Center for Employee Ownership give her an edge that's rare in a space that can be misunderstood and therefore underutilized as an exit option. We unpacked some of the nuances of ESOPs and realized we'd need a Part 2, so look out for that soon. While she was on the show, Leslie took the time to explain what an ESOP actually is for our listeners who may not be as familiar:A Transition ToolA Retirement PlanA Tool for Deferred Growth.In addition, we talked about how ESOP is a Defined Contribution Plan, similar to a 401K Plan. ESOPs are governed by ARISA and follow compliance regulations set forth by the Department of Labor and the IRS.  That may sound complicated, but if you have someone like Leslie to help facilitate and bring the team together, it can be a fantastic way for all stakeholders to win. You can contact Leslie here to get your questions answered, whether you are an advisor or business owner.Connect with Julie Keyes, Keyestrategies LLCFounder, Consultant, Author, Pod-caster and Instructor

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.

Your business isn't just a source of income—it's an asset and a reflection of your vision.  In this After the Show segment, I explore the power of exit planning and how setting clear goals can unlock opportunities and foster resilience. From understanding the importance of seeing your business as an asset to aligning daily actions with yearly objectives, this quick episode will help you think ahead and create a solid exit strategy.  [0:41] Exit planning: Where to start  [1:40] Curiosity, knowledge, and opportunity  [2:56] Becoming a resilient retailer  [3:53] Your business as an asset, not your identity  [4:26] Why exit planning is crucial  [7:27] Setting goals for the year  [10:25] Aligning daily actions with your long-term vision  Join the Rooted in Retail Facebook Group to continue the conversation Get your ticket to EVOLVE 2025 - $200 off when you use the code rooted Join our newsletter for all the latest marketing news for retailers Show off your super fandom by getting your Rooted in Retail Merch!

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============================================

On this week's episode, Donnie and Dan discuss the importance of long-term exit planning for your company. They cover common exit strategies for pest and lawn care business owners and emphasize the need for clear financial goals and contingency plans in case of unexpected events.    Hosts:  Dan Gordon, PCO Bookkeepers & M&A Specialists Donnie Shelton, Triangle Home Services  

Secrets to a Successful Business Sale, with Bob Tankesley, Exit Teams (Family Business Radio, Episode 61) In this episode, Family Business Radio kicks off 2025 with Anthony Chen hosting m&a advisor and author Bob Tankesley. They discuss the intricacies of exit planning for family businesses, including common misconceptions, the importance of thinking like a buyer, […]

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.