Podcasts about Operating partner

Season 4 continues with a foundational conversation on culture, belief, and mentality. In this episode, Scott sits down with Josh Koza to explore the pivotal moments, trust accelerators, and mindset shifts that helped shape EPI's value creator culture.Throughout the conversation, Scott and Josh discuss how culture is formed long before it is documented and why belief systems, trust, and defining moments matter more than tactics. The episode dives into what it truly means to be a value creator and how leadership mentality sets the tone for everything that follows.If you are focused on building a strong cultural foundation before scale, this episode offers insight into how culture really begins.Hear how Exit Planning Institute talks about culture:https://blog.exit-planning-institute.org/is-workplace-culture-really-important-to-the-sucess-of-your-businesshttps://blog.exit-planning-institute.org/embracing-exit-readiness-new-mindset-business-owners Hear more from Josh Koza:https://exit-planning-institute.org/partners-and-pourshttps://www.linkedin.com/in/joshuamkoza/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.

Season 4 continues with Part 2 of the conversation with Dr. Fred Johnson, shifting the focus from awareness to action. Scott and Dr. Fred Johnson explore the leadership mentality behind high trust cultures and how trust accelerates or undermines performance. The episode highlights why mentality matters more than strategy, how leaders shape culture through their decisions, and what it takes to turn trust into a true advantage. For those looking to understand how leadership mindset directly impacts culture and results, this episode delivers clarity.Hear how Exit Planning Institute talks about culture:https://blog.exit-planning-institute.org/shooting-for-success-winning-culturehttps://blog.exit-planning-institute.org/is-workplace-culture-really-important-to-the-sucess-of-your-business Hear more from Dr. Fred Johnson:https://www.initiativeone.com https://open.spotify.com/episode/1eVQTzZRykHMSWMhaFvu4B?si=74a70a784455469eWant 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.

What is the best way to invest in warehouse real estate and flex space?In this episode of the Alternative Investing Advantage Podcast, Alex Perny welcomes Jens Nielsen, Founder and Operating Partner of Open Doors Capital, to discuss why investors are shifting from multifamily into warehousing and flex industrial properties.Jens explains how rising interest rates and compressed multifamily cap rates pushed his firm to explore warehouse real estate, where higher cap rates, simpler operations, and strong small-business demand create compelling opportunities. The conversation covers warehouse property classes, tenant profiles, lease structures, triple-net vs modified gross leases, market selection, value-add strategies, and key risks investors must understand.If you are exploring commercial real estate beyond apartments, this episode provides a practical framework for evaluating warehouse and flex space investments.00:00 Welcome & Episode Overview01:19 Jens Nielsen Background03:21 Why He Started in Commercial Real Estate04:30 Why Multifamily Stopped Penciling07:32 Why Shift to Warehousing & Flex Space09:43 Class A, B, C Warehouse Explained13:03 Market Selection & Demand Drivers16:50 Urban Warehouses vs Industrial Parks18:10 Value-Add in Warehouse Real Estate20:51 Triple-Net vs Modified Gross Leases23:27 Lease Lengths & Rent Escalators28:08 Self-Managing Warehouses vs Apartments30:39 Tenant Screening & Business Risk37:24 Insurance Considerations42:17 Biggest Risks in Warehouse Investing44:50 Buying Vacant vs Stabilized Warehouses47:25 Due Diligence Tips for LP Investors50:08 How to Contact Jens NielsenSubscribe to our YouTube channel and join our growing community for new videos every week.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠.Learn more about our guest, Jens Nielsen:https://www.linkedin.com/in/jens-nielsen-multi-family-real-estate-coach/Learn more about Advanta IRA: https://www.AdvantaIRA.com/ https://podcasters.spotify.com/pod/show/advanta-irahttps://www.linkedin.com/company/Advanta-IRA/https://twitter.com/AdvantaIRA https://www.facebook.com/AdvantaIRA/ https://www.instagram.com/AdvantaIRA/#WarehouseInvesting #CommercialRealEstate #IndustrialRealEstate #FlexSpace #PassiveIncome #RealEstateInvesting #AlternativeInvesting #CashFlowInvesting #TripleNetLease #SelfDirectedIRAAdvanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

Thomas Knowles is Managing Partner of Gratitude Railroad. Gratitude Railroad is a community driven impact investing firm championing innovative businesses that generate compelling financial returns and enduring impact. He was previously an Operating Partner at the Builders Fund and prior to that held a series of other roles, having started out in venture at SVB Capital. We speak about the evolution of the focus on The Gratitude Railroad since our last conversation with one of its Founders, Howard Fischer in July 2023. You can find Howard's podcast here. Thomas elaborates on the investment focus areas, including climate (energy transition, energy efficiency, waste to value) and social impact (education, healthcare, financial services). We examine the impact that has been delivered to date, some of the obstacles and challenges that have delivered important lessons and the future of impact investing amid the current zeitgeist. This podcast is kindly sponsored by Evanston Capital and Alvine Capital. For over 20 years Evanston Capital has had a key focus in identifying early-stage investment managers it believes are capable of generating long-term, value-added returns in complex, innovative strategy areas. Alvine Capital is a specialist investment manager and placement boutique with a particular focus on alternative assets with significant presence in London and Stockholm.

Cara Munnis was wearing an N95 mask while taking care of her daughter with norovirus all night because she had a critical meeting the next day and "I cannot get this thing." She showed up, ran the meeting, and afterward couldn't tell if anyone noticed she was operating on "one brain cell processing everything." Welcome to being a Chief Product Officer and a mom. Here's what most people don't know about the CPO role: it has the shortest tenure of any C-suite position—less than half that of other executives. You're supposed to be "Switzerland," the neutral party among competing stakeholders. But you're constantly telling your C-suite peers—very kindly—why their ideas are going to sink or swim. The real transformation wasn't navigating those politics. It was what happened when Cara's daughter was born seven years ago. "For someone who's led massive technology transformations multiple times, it's very ironic how hard this transition was for me." The evening checkboxes—that sacred 5-8pm window where she prepared for the next day—vanished instantly. It took five years to build a new operating system where she hired without compromise and delegated with her eyes closed. In this conversation, Cara explains why she's "obsessed" with finding the economic denominator, why Conway's Law means your product will mirror your org structure, and why staying close to technology was the best career advice she ever got. After describing her relentless discipline and surgical precision, she deadpans: "I haven't been fired yet, so I dunno, I guess it's okay." This is a masterclass in product leadership that scales, parenting that doesn't apologize, and ruthless prioritization when you're scraping for minutes in your day. Key Takeaways: How to choose the right ladder to climb—make career decisions based on intentionality, not just opportunity or speed How to turn constraints into leadership advantages—use the pressure of working parenthood to force yourself to hire without compromise and delegate with confidence How to stay close to technology in any role—even as a non-technical leader, understanding architecture helps you defend budgets, win deals, and articulate competitive advantages How to shift your communication style as you move into executive roles—listen more, ask questions even when you know the answer, and bring others along instead of leading with your opinion How to design org structures that create better products—use Conway's Law (products mirror internal communication structures) to intentionally build teams that will produce the outcomes you want About the Guest: Cara Munnis is Chief Product Officer at Care Lumen and Operating Partner at Newfire Global Partners, bringing over 15 years of healthcare technology product leadership to organizations navigating the intersection of clinical outcomes and business results. She spent six years at Amwell advancing from Senior Director to VP of Product Management, previously served as Head of Product for Digital Health at Blue Shield of California, and held leadership roles at Iora Health and Best Doctors. With a pre-med degree from College of the Holy Cross and an MBA from Bentley University, Cara is Pragmatic Marketing Certified – Level III and known for her ability to balance strategic product vision with rigorous execution while fostering collaborative team environments. Chapters [Placeholder for Chapters] Guest & Host Links Connect with Laurie McGraw on LinkedIn Connect with Cara Munnis on LinkedIn Connect with Inspiring Women Browse Episodes | LinkedIn | Instagram | Apple | Spotify

In this Season 4 episode, culture is examined through an outside lens. Scott is joined by Dr. Fred Johnson to share insights on leadership awareness, belief systems, and the blind spots that quietly shape organizational culture.The conversation focuses on seeing culture clearly before trying to change it. Scott and Dr. Johnson discuss trust, awareness, and the leadership mentality required to build a high-trust value creator culture from the inside out.For leaders looking to better understand what is really happening within their organization, this episode sets the foundation.Hear how Exit Planning Institute talks about culture:https://blog.exit-planning-institute.org/shooting-for-success-winning-culturehttps://blog.exit-planning-institute.org/is-workplace-culture-really-important-to-the-sucess-of-your-businessHear more from Dr. Fred Johnson:https://www.initiativeone.com/https://open.spotify.com/episode/1eVQTzZRykHMSWMhaFvu4B?si=74a70a784455469eWant 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.

The 2026 Talent Playbook: Private Equity is sitting on record "dry powder," but the biggest bottleneck isn't the money—it's the people.In this episode of The Recruitment Show, we sit down with Michael Magliochetti, Operating Partner at Riverside Partners and author of Dancing Between the Toes of Elephants. We break down why the "Culture of One" is the #1 killer of founder-led businesses and how to build a team that is "exit-ready."What you'll learn:The Human Diligence Shift: Why 2026 investors care more about your team than your EBITDA.The $500M Bottleneck: How to survive the transition from founder-led to professional-led.Multi-Lingual Leadership: Recruiting the "technical-to-commercial" bridge.Boardroom Secrets: Michael decodes the PE idioms every exec needs to know.---

MIT reports that 95% of AI initiatives are failing to show ROI. Pablo Dominguez, Operating Partner at Insight Partners, joins the show to explain how to escape that group, and be in the 5% of companies that succeed. Pablo opens the playbook on "Dylan," Insight's internal system of 13 autonomous agents that cut their due diligence process from 35 hours down to 14. Other high points: How Insight used tools like Relevance AI and Gong to build an agent swarm that handles research, analysis, and data cleaning. Why Engineers aren't necessarily who you'd want to build these workflows (and who you need instead) How the CEO of a successful SaaS company is aiming for 5x developer productivity in 2026 Plus the "why" behind some spicy 2026 predictions like: the death of the traditional CRM, Sam Altman's potential exit from OpenAI, and the coming consolidation of "vibe coding" platforms. Thanks for tuning in! Catch new episodes every Sunday Subscribe to Topline Newsletter. Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech. Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast!   Chapters: 00:00 Introduction: Pablo Dominguez and Insight Partners 04:57 Insight's Structure and Value Creation Engine 08:12 Why Most Companies Fail to Get AI ROI 11:05 Case Study: Automating Diligence with AI Agents 15:39 Resources Required to Build Autonomous Systems 21:23 Managing Hallucinations and Accuracy in AI 31:09 Scaling AI Literacy and Organizational Fluency 37:15 Measuring Engineering Productivity and Cloud Coding 43:14 Balancing AI Automation with Human Authenticity 52:23 Market Trends: Buyer Behavior and Churn Risks 57:18 The Spectrum: From Workflows to Agentic Systems 01:01:13 Why Retention Issues Are Always Product Problems 01:04:35 Bold Industry Predictions for 2026 01:05:43 The Potential Death of the Traditional CRM  

Season 4 is officially underway and this Quick Look episode gives you a preview of what is ahead.In this short episode, we are sharing highlight clips from the first few conversations of Season 4. You will hear insights from exit planning experts, advisors, and business owners as they dive into real-world strategies, lessons learned, and the moments that matter most when preparing for a successful exit.If you are thinking about succession, value growth, or what comes next for your business or clients, this Quick Look offers a snapshot of the themes and conversations shaping Season 4.New episodes are coming soon. This is just the beginning.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 Ag Tech Talk by AgriBusiness Global (ABG), Jim Zimmer, Operating Partner at Granite Creek Capital and Co-Founder of Moraine Farmland Partners, discusses how farmland valuation is changing in the era of advanced agronomy and precision technology.

In this special episode of the "Exit Is Now" podcast, Scott reviews some of the top moments from the Exit Is Now Podcast and teases some of our upcoming guests for our 2026 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.

Mike Magliochetti, Operating Partner at Riverside Partners and former multi-time PE-backed CEO, explains how operating partners create real value by bridging deal teams and portfolio company leadership. Drawing from three decades as an operator and his book Dancing Between the Toes of Elephants, Mike shares how trust, pattern recognition, and execution discipline shape better outcomes across diligence, governance, and growth. He also addresses deal fever, founder dynamics, and why serving outcomes—not egos—matters most. This conversation offers a clear-eyed view of modern private equity value creation—worth every minute.Get Mike's Book at https://www.amazon.com/Dancing-Between-Toes-Elephants-Experience/dp/1964421136For more information on Riverside Partners, go to https://riversidepartners.com/For more information on Mike Magliochetti, https://www.linkedin.com/in/michael-magliochetti-9905371For more information on the podcast, visit bestbutneverfinal.buzzsprout.com and embark on your journey to private equity excellence today.Visit us on LinkedIn at https://www.linkedin.com/company/best-but-never-final-podcast/Visit us on Instagram at https://www.instagram.com/bestbutneverfinal/For information on HCI Equity Partners, go to https://www.hciequity.comFor information on ICV Partners, go to https://www.icvpartners.comFor information on BluWave, go to https://www.bluwave.net

Rob Turano, Operating Partner at Bloom Equity Partners, breaks down the playbook he uses to transform lower middle-market software companies—from sharpening product focus to elevating talent and building repeatable go-to-market engines. He shares how Bloom integrates operating partners early in diligence, accelerates transformation in the first 12–18 months, and instills a performance culture rooted in data, speed, and ownership. Rob also gets personal, from his love of cooking to the practices he uses to think more clearly as a leader. It's a sharp, candid look at what real value creation in private equity demands today—hit play and take notes. Episode Highlights 1:31 – Growing up in New Jersey, Villanova roots, and the consulting-to-private-equity path 5:56 – Why food matters in Rob's life and how he became Bloom's unofficial in-house chef 9:22 – The three traits Bloom looks for: focus, management strength, and GTM maturity 14:38 – Selling value vs. selling features—and why every salesperson must think like a CFO 20:49 – How Bloom's deal, BD, and operating teams collaborate from diligence through execution 27:45 – The urgency of the first 6–12 months and the sequencing of transformation in PE 36:18 – Rob's top advice to PortCos today: talent first, disciplined KPIs, and repeatable GTM engines 40:25 – The book shift that made Rob more creative—and the life hack that helps him think clearly For more information on Bloom Equity Partners, go to https://www.bloomequitypartners.com/ For more information on Robert Turano, go to https://www.linkedin.com/in/robert-turano

In the latest episode of the Leadership in Insurance podcast, host Alex Bond sat down with Joe Zuk, Operating Partner at Altamont Capital Partners, for an insightful year-in-review discussion that captures the key moments in 2025.Key themes explored:Market Transitions and 2025 Dynamics The conversation examines 2025 as a transitional year marked by shifts from hard to soft market conditions, the impact of the California wildfires, degradation in pricing following quiet catastrophe years, and a slowdown in private equity multiples.Technology Reshaping Business Models Joe and Alex explore how AI and technology are enabling lean, efficient operations: from small teams managing large businesses to the emergence of one-person MGA models and modular, bespoke insurance solutions. The discussion highlights technology not as human versus machine, but as a tool allowing individuals and businesses to accomplish more.The Relationship vs. Automation Debate A thought-provoking examination of whether the future lies in self-service models or premium, high-touch experiences, and how the industry can maintain personalization and interpersonal connections as automation increases.Innovation and Regulatory Evolution The episode also explores opportunities for micro-insurance products, and the critical need for regulatory adaptation to support entrepreneurial innovation in the sector.Looking Ahead to 2026 Joe predicts a year of micro-cycles with pockets of hard and soft markets, increased Insurtech and FinTech involvement, and greater investment in technology for data capture and utilization—all while preserving the industry's core strength: human relationships.Listen now for essential insights on navigating the rapidly evolving Insurance landscape. Hosted on Acast. See acast.com/privacy for more information.

Join us for a Flip the Script episode of The Exit Is Now podcast as Kris Snyder interviews Scott Snider in a thoughtful and personal conversation about leadership, succession, and the emotional side of exit planning. Scott shares his experience stepping into a second generation role, navigating family expectations, confronting burnout, and redefining success beyond work. Kris guides the discussion toward the deeper challenges that business owners face, including identity, communication, conflict, and the process of letting go. This episode offers advisors and owners a powerful look at the human factors that shape every transition.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.

"Keep having conversations that drive people to more and better." – Bridget HomToday's featured bestselling author is a wife, mompreneur, motivational speaker, award-winning business life coach, philanthropist, and the Operating Partner of Bridge To Freedom Coaching, Bridget Hom. Bridget and I had a fun on a bun chat about her book, “Stuck On Ready: Master the Entrepreneur Mindset, Break Free from Self-Sabotage, and Access Your Limitless Potential”, how aligning your thoughts can lead to inevitable success, the importance of memorable brand language, and more!!!Key Things You'll Learn:What it means to be “Stuck on Ready”The difference between desire and deserve-abilityWhat Bridget learned from writing her book and the process that helped her get it doneHer three criteria for investing time and energyWhat setback helped her create more successBridget's Site: https://bridgetofreedomcoaching.com/Bridget's Book: https://stuckonready.com/Bridget's Audiobook: stuckonreadyaudiobook.comThe opening track is titled, “Unknown From M.E. | Sonic Adventure 2 ~ City Pop Remix” by Iridium Beats. To listen to and download the full track, click the following link. https://www.patreon.com/posts/sonic-adventure-136084016 Please support today's podcast to keep this content coming! CashApp: $DomBrightmonDonate on PayPal: @DBrightmonBuy Me a Coffee: https://www.buymeacoffee.com/dombrightmonGet Going North T-Shirts, Stickers, and More: https://www.teepublic.com/stores/dom-brightmonThe Going North Advancement Compass: https://a.co/d/bA9awotYou May Also Like…Ep. 583 – How to Be the Face of Your Business with Tonya Eberhart (@brandfacestar): https://www.goingnorthpodcast.com/ep-583-how-to-be-the-face-of-your-business-with-tonya-eberhart-brandfacestar/983 – How Neuroscience Can Fuel Your Book & Life Success with Sara Connell (@saracconnell): https://www.goingnorthpodcast.com/saracconnell/1002 – Why Living With Intention Is The Key to Mastering Life with Bianca D'Alessio: https://www.goingnorthpodcast.com/ep-1002-why-living-with-intention-is-the-key-to-mastering-life-with-bianca-dalessio/835 – Turn Words Into Wealth with Aurora Winter, MBA (@AuroraWinterMBA): https://www.goingnorthpodcast.com/ep-835-turn-words-into-wealth-with-aurora-winter-mba-aurorawintermba/306 – Be The SPARK with Simon T. Bailey (@SimonTBailey): https://www.goingnorthpodcast.com/ep-306-be-the-spark-with-simon-t-bailey-simontbailey/147 - The Connector's Advantage with Michelle Tillis Lederman (@mtlederman): https://www.goingnorthpodcast.com/147-the-connectors-advantage-with-michelle-tillis-lederman-mtlederman/113 - Business, Faith & Empowering Women Over 40 with Jen Du Plessis (@JenDuPlessis): https://www.goingnorthpodcast.com/113-business-faith-empowering-women-over-40-with-jen-du-plessis-jenduplessis/1015 – How One Woman's Harrowing Beginning Led Her to God, Grace, and Growth with Dr. Shanea Clancy: https://www.goingnorthpodcast.com/ep-1015-how-one-womans-harrowing-beginning-led-her-to-god-grace-and-growth-with-dr-shanea-cla/810 – You Are Worthy with Katherine Norland (@katnorland): https://www.goingnorthpodcast.com/ep-810-you-are-worthy-with-katherine-norland-katnorland/1025 – How To Become a Vessel Leader and Produce Genuine Impact with Alison C. Jones: https://www.goingnorthpodcast.com/ep-1025-how-to-become-a-vessel-leader-and-produce-genuine-impact-with-alison-c-jones/309 – Home Worthy with Sandra Rinomato (@SandraRinomato): https://www.goingnorthpodcast.com/ep-309-home-worthy-with-sandra-rinomato-sandrarinomato/477 – P.S. You're a Genius with Kelly Trach (@kellytrach): https://www.goingnorthpodcast.com/ep-477-ps-youre-a-genius-with-kelly-trach-kellytrach/670 – The Bestselling Book Formula with Honorée Corder (@Honoree): https://www.goingnorthpodcast.com/ep-670-the-bestselling-book-formula-with-honoree-corder-honoree/

Andreas Munk Holm opens the episode by introducing Charles Dunn, Principal at SV Health Investors, and Ruth McKernan, CBE and Operating Partner at SV Health, former CEO of Innovate UK. SV Health is a transatlantic healthcare specialist with a focus on company creation and full-spectrum biotech investing. Notable wins include the exit of SV-created EyeBio to Merck & Co for up to $3bn including $1.3bn upfront, and the recent launch of SV's newest company creation Driag Therapeutics, a UK-based neuropsychiatry company, which recently announced its $140m Series A financing.SV Health's approach blends early-stage company creation with later-stage venture investment. Charles emphasizes that this structure allows:Diversified risk for LPs: Early-stage opportunities carry higher risk but higher upside; later-stage investments provide more stability.Learning across stages: Experience in late-stage investing informs early-stage decision-making, and vice versa.Flexible company formation: SV Health creates companies across different development stages, sometimes even after Phase 1 data exists, as with Draig Therapeutics.

In this episode, Giacomo Sonnino, Advisory Director and Operating Partner at Charlesbank Capital Partners, shares how top PE firms connect diligence, underwriting and value creation to shape the first 12–24 months of an investment. This discussion highlights how to identify and prioritize the value levers that matter most in services businesses—from upgrading sales engines to designing cross-sell motions that are genuinely executable. Learn how AI is redefining services today, with modernized offerings, targeted use cases and the build-vs-buy decisions that keep firms ahead of market shifts. The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Join us for a special episode of The Exit Is Now podcast as Scott Snider welcomes 2025 Exit Planner of the Year, Joe Seetoo. In this conversation, Joe shares what it means to be a best in class advisor, exploring how to change the way we engage with owners, the importance of collaboration and chapter leadership, and the value of lifelong learning. From developing the Strategist toolkit to building Morton into a scalable firm, Joe offers practical insights that every advisor can use. Whether you're just starting your CEPA journey or refining your practice, this episode is filled with strategies to help you grow and lead with impact.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.

Guest: Brian Gustason, Operating Partner at Craig Group Host: Alex Rawlings, Founder of Raw Selection

Join us for a Partner Summit Special episode of The Exit Is Now podcast as Scott Snider welcomes Andrew Nikolai of CSG Partners to discuss the rising role of employee ownership in exit planning. Andrew explains why ESOPs are a powerful option for business owners, offering unique tax benefits, cultural continuity, and wealth-building opportunities for employees. He walks through the ideal company profile, outlines the three-stage process from education to transaction, and highlights why ESOPs are becoming a more mainstream choice in the era of the silver tsunami. This episode provides practical insights for advisors and owners alike on how employee ownership can align purpose, legacy, and liquidity.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.

As AI shifts from training to inference, founders, investors and VCs face a new frontier: the physical infrastructure that enables massive compute.  In this episode, Frazer and Éanna discuss:  The hidden development lifecycle of a hyperscale build - from dirt to green lights - and what that means for build‑to‑suit strategies. Why power, latency and land have become the new scalers of value, and how to spot when infrastructure constraints turn into opportunity. How investors and founders can position themselves early in this "third wave" of data‑centre build‑out to win sub‑1% of the market before it becomes crowded. — Éanna Murphy is CEO and Founder of Montera Infrastructure, a Stonepeak-backed datacenter developer focused on single tenant hyperscale campuses in North America. With over 17 years in the digital infrastructure industry, Éanna has held senior roles at Google and Yondr, scaling global delivery and operations across five continents. He serves on the boards of Digital Edge and H&MV Engineering, as an advisor to XYZ Reality and Beacon AI Centers and an Operating Partner at Stonepeak.  Éanna brings a global perspective shaped by deep experience across Digital Infrastructure, tech and capital markets. Originally from Ireland, he now lives in California with his family and is a passionate sports fan, girls soccer coach and golfer.

Is it time to redefine the consulting playbook with AI as your new operating partner? From Cognizant's bold move with Anthropic to the shifting role of human consultants, the team looks at how embedded intelligence is reshaping strategy execution and value creation in professional services. This week, Pete Buer breaks down why Cognizant's enterprise-scale rollout of Claude AI to each of its 350,00 team members AND co-selling it is more than just a tech headline. It's a blueprint for AI as a transformational tool for how services are delivered.  Pete and Courtney also dig into what Digg founder and VC investor Kevin Rose's blunt take on which AI wearables he'll consider investing in signals acrosss the broader AI ecosystem.  And in our weekly roundtable segment, David and Mohan join Courtney to explore how an AI Operating Partner for professional services companies might not replace consultants, but rather elevate them, shifting their focus from analysis to storytelling, judgment, and client empathy. The real challenge? Avoiding the trap of AI-enabled mediocrity. What happens when analysts live in the cloud and consultants lead with wisdom? Tune in to this week's show to find out.  Download the Meeting Cadence Playbook: www.knownwell.com/meeting-cadence  Watch this episode on YouTube: https://youtu.be/iyL9G2bHZ0U 

Riccardo Basile, Operating Partner, Head of Value Creation at Permira, shares how firms can turn value creation into a true competitive advantage—without overcomplicating the model. Drawing on his experience building and scaling Permira's 24-person value creation team, Riccardo breaks down what it takes to embed operating excellence from diligence through exit, and how to focus resources where they actually drive growth.Tune in to learn how to balance in-house and external expertise, measure impact credibly for LPs, and make emerging tools like GenAI deliver commercial results today. Whether you're refining your operating model or building one from scratch, Riccardo's perspective offers a playbook for making value creation more strategic, measurable and fund-defining.

Mark shares both his career journey across some of the world's premier technology companies and how his roots growing up in a Midwest industrial town + degree in operations management gave him a unique vantage point/passion for optimizing some of the world's premier supply chains for those technology companies, details his lessons learned on what it takes to scale and lead a finance function within a hyper-growth technology company (only amplified if the dynamics of h/w + s/w business models are involved), and outlines his view on this latest wave of AI with his decades of experience watching prior key inflection points in technology. 

Zach Strickland of Freightonomics sits down with two expert guests: Henry Byers, Director of Pricing at KCH Transportation, and Jared Flinn, Co-Founder and Operating Partner at BulkLoads, to dissect the diverging paths of the freight market and the red-hot bulk market.The conversation covers critical dynamics impacting the industry, including: Dry Van/Reefer Volatility: Henry Byers discusses the choppy, frothy conditions and upward pressure on spot rates in the domestic truckload market, pointing to unexpected pockets like Indianapolis ripping and volatility in long-haul segments like Ontario, California to Chicago. The Booming Bulk Market: Jared Flinn notes that the bulk market, particularly in agriculture, is experiencing all-time highs and operating completely opposite to the dry van/reefer sector. He shares that the bulk market is insulated, more regional, and a "great place to live right now" for carriers. Trade War Impact: The experts explore how the trade war, including the lack of China buying US soybeans, has affected both domestic supply chains and the containerized freight epicenter of Southern California. 2026 Outlook & Hot Takes: The guests wrap up with their predictions for the coming year, with a bullish outlook for the bulk market and a forecast for continued volatility and upward rate pressure in the truckload sector. Don't miss this deep dive into the current freight environment and what to watch out for in 2026! Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach Strickland of Freightonomics sits down with two expert guests: Henry Byers, Director of Pricing at KCH Transportation, and Jared Flinn, Co-Founder and Operating Partner at BulkLoads, to dissect the diverging paths of the freight market and the red-hot bulk market.The conversation covers critical dynamics impacting the industry, including: Dry Van/Reefer Volatility: Henry Byers discusses the choppy, frothy conditions and upward pressure on spot rates in the domestic truckload market, pointing to unexpected pockets like Indianapolis ripping and volatility in long-haul segments like Ontario, California to Chicago. The Booming Bulk Market: Jared Flinn notes that the bulk market, particularly in agriculture, is experiencing all-time highs and operating completely opposite to the dry van/reefer sector. He shares that the bulk market is insulated, more regional, and a "great place to live right now" for carriers. Trade War Impact: The experts explore how the trade war, including the lack of China buying US soybeans, has affected both domestic supply chains and the containerized freight epicenter of Southern California. 2026 Outlook & Hot Takes: The guests wrap up with their predictions for the coming year, with a bullish outlook for the bulk market and a forecast for continued volatility and upward rate pressure in the truckload sector. Don't miss this deep dive into the current freight environment and what to watch out for in 2026! Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Join us for a Partner Summit Special episode of The Exit Is Now podcast as Scott Snider welcomes Shina Culberson, President of Quist Valuation. With more than 40 years of experience, Quist specializes exclusively in business valuation and serves as a trusted partner to CEPAs nationwide. In this conversation, Shina explains why valuation is purpose-driven, outlines the different approaches used across the Value Acceleration Methodology, and walks through the process of delivering a certified valuation. She also explores the role of AI in valuation and why judgment, experience, and relationships remain irreplaceable. Whether you are an advisor guiding clients or an owner beginning your exit journey, this episode will deepen your understanding of valuation's critical role.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 textThis week, we're joined by Paul Dodd, Senior Operating Partner and Head of Go-to-Market Operations at Sixth Street, one of the most respected private credit and private equity firms in the world. This episode is Part 2 of our Business Operations 101 series, and we're digging into how firms like Sixth Street actually create value inside the companies they invest in. Paul specializes in helping tech and SaaS businesses scale efficiently, so instead of talking about dealmaking, we're talking about what happens after the deal closes: how to turn strategy into growth.Paul walks us through what “go-to-market” really means in practice, from aligning sales and marketing to optimizing customer retention and pricing. He explains how small operational improvements, like shortening onboarding time or using AI to coach sales teams, compound into massive enterprise value during the investment period. We also get into how Sixth Street's operating and deal teams work hand-in-hand, why culture and process discipline matter as much as capital, and how flexibility in capital structure allows them to back great companies through every stage of growth.And finally, we tackle the viral headline of the week: OpenAI is hiring ex–investment banking analysts and MBAs to remove the "drudgery" of junior banking work. We break down whether AI can really replace analysts, why building financial models is still critical to learning the business, and what it means for the future of entry-level Wall Street jobs.Paul Dodd is a Go-to-Market, Operating Partner at Sixth Street focused on providing core expertise to organizations in order to maximize revenue generation and profitable growth.Before joining Sixth Street, Paul served as Chief Growth Officer at SecureLink, SVP of Sales for Compeat Tech, Head of Sales for the GA360 Measurement Suite at Google, and previously served as Vice President of World Wide Sales at Adometry, a leading provider of multi-touch attribution & cross-channel intelligence, acquired by Google in 2014. Before Adometry, Paul served as Vice President of Sales for Retail at Bazaarvoice and as Chief Strategy & Global Sales Officers for Design Reactor/6Connex.He holds an MBA from Baylor University-Hankamer School of Business, an M.A. in Psychology from the University of Santa Monica, and a B.A. in Accounting from Kent State University.For 20% off Deleteme, use the code TWSS or click the link HERE! Shop our Self Paced Courses: Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HERE Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice. (Learn more HERE)

Today, special guest host Sam D'Arc is joined by Phil Pecoraro, Operating Partner at Murdock Chrysler Dodge Jeep Ram. We dig into Phil's first month running his new store — why he's returning to the same dealership where he earned his first GM role 16 years ago, how he's carrying forward the legacy of Larry H. Miller's final store, and much more. This episode is brought to you by: 1. CDK Global - Tune in October 21 at 11 a.m. CT for CDK's 5th annual CDK CONNECT, a virtual event packed with insights, innovations, and expert-led sessions. Featuring Rita Case, Sam D'Arc, and more. Register now or watch on-demand @ cdkglobal.com/connect 2. FullThrottle.ai - fullthrottle.ai® is a next-generation AdTech powerhouse. The Automotive DSP™ is built specifically for the auto industry, combining advanced programmatic targeting, real-time bidding, and analytics tailored to drive dealership and OEM performance. With fullthrottle.ai®, marketers can reach the right car shoppers at the right moment and optimize toward real business outcomes like test drives, leads, or sales. fullthrottle.ai bridges the gap between auto media buying and results-driven marketing. Learn more at https://www.fullthrottle.ai/ 3. Nomad Content Studio - Most dealers still fumble social—posting dry inventory pics or handing it off without a plan. Meanwhile, the store down the street is racking up millions of views and selling / buying cars using video. That's where Nomad Content Studio comes in. We train your own videographer, direct what to shoot, and handle strategy, to posting, to feedback. Want in with the team behind George Saliba, EV Auto, and top auto groups? Book a call at http://www.trynomad.co Check out Car Dealership Guy's stuff: For dealers: Industry job board ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://jobs.dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Dealership recruiting ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgrecruiting.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Fix your dealership's social media ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.trynomad.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Request to be a podcast guest ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgguest.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ For industry vendors: Advertise with Car Dealership Guy ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgpartner.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Industry job board ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://jobs.dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Request to be a podcast guest ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgguest.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Topics: 00:41 Biggest challenge in the new acquisition? 02:58 How did the key partnership form? 07:53 Early sales lessons from vacuums? 11:12 Best team building and leadership advice? 13:37 Key to turning around a dealership? 21:55 Balancing brand and community involvement? 24:17 Digital vs personal customer experience? 27:58 How to achieve top dealer status? 36:56 Best used car acquisition strategy? Car Dealership Guy Socials: X ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠x.com/GuyDealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/cardealershipguy/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@guydealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/cardealershipguy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Threads ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠threads.net/@cardealershipguy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠facebook.com/profile.php?id=100077402857683⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Everything else ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

In this episode of Run the Numbers, CJ Gustafson sits down with Ivan Makarov, Operating Partner at Andreessen Horowitz and former VP of Finance at Webflow, to explore what it takes to build a finance function from scratch inside a fast-growing startup. Ivan shares lessons from the trenches—how to decide between outsourcing and hiring in-house, what makes a great first finance hire, and why early-stage companies often run out of cash before they run out of ideas. He also dives into fundraising pitfalls, audit readiness, and the tools that make up a modern finance stack. Beyond the spreadsheets, Ivan opens up about the shift from operator to venture partner, the value of helping founders avoid his past mistakes, and what makes an offsite actually work.—LINKS:Ivan Makarov on LinkedIn: https://www.linkedin.com/in/ivansmakarov/Andreessen Horowitz: https://a16z.com/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: https://www.mostlymetrics.comRELATED EPISODES:Webflow's VP Finance Ivan Makarov on Understanding Startup Equity:Portfolio Operations: This Is What You Actually Have To Do To Make Sure a Company Is Successful:Brex COO/CFO Michael Tannenbaum on Taking Risks996 Culture, Exploding AI Bills & SaaS Chaos—TIMESTAMPS:(00:00:00) Preview, Intro(00:01:18) Meet Ivan Makarov of Andreessen Horowitz & Episode Setup(00:02:39) Sponsor – Tipalti | Aleph | Rillet(00:06:51) From Webflow to Andreessen: Becoming an Operating Partner(00:09:19) When and Why Founders Hire Their First Finance Leader(00:12:52) Hiring Early in Complex or Regulated Industries(00:13:58) The First Finance Hire in 2025 vs. 2015(00:15:46) Sponsor – Fidelity Private Shares | Mercury | RightRev(00:19:02) The Many Hats of Finance Leaders & The Rise of RevOps(00:24:55) What Founders Look For: Startup DNA and Work Ethic(00:26:05) Grind Culture, Return to Office, and New Expectations(00:28:20) From BizOps to RevOps: How Finance Roles Are Evolving(00:31:57) The First 12 Months of a Finance Leader's Playbook(00:35:05) Choosing Audit Partners and Avoiding Hidden Costs(00:36:32) Why Startups Really Fail — Running Out of Cash(00:39:16) Cash Controls, Banking Diversification, and Fraud Prevention(00:43:48) Fundraising Red Flags: Metrics, Definitions, and Diligence(00:47:50) 409A Valuations, Equity Clarity & Candidate Questions(00:50:09) The Modern Finance Tech Stack & Gen 3 Tools(00:55:05) AI's Impact: Replacing Labor, Not People(01:00:00) Offsites, Team Building & The Future of Finance Leadership(01:02:28) Wrapping Up: Reflections, Gratitude & Closing Credits—SPONSORS:Tipalti automates the entire payables process—from onboarding suppliers to executing global payouts—helping finance teams save time, eliminate costly errors, and scale confidently across 200+ countries and 120 currencies. More than 5,000 businesses already trust Tipalti to manage payments with built-in security and tax compliance. Visit https://www.tipalti.com/runthenumbers to learn more.Aleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/runRillet is the AI-native ERP modern finance teams are switching to because it's faster, simpler, and 100% built for how teams operate today. See how fast your team can move. Book a demo at https://www.rillet.com/metricsFidelity Private Shares is the all-in-one equity management platform that keeps your cap table clean, your data room organized, and your equity story clear—so you never risk losing a fundraising round over messy records. Schedule a demo at https://www.fidelityprivateshares.com and mention Mostly Metrics to get 20% off.Mercury is business banking built for builders, giving founders and finance pros a financial stack that actually works together. From sending wires to tracking balances and approving payments, Mercury makes it simple to scale without friction. Join the 200,000+ entrepreneurs who trust Mercury and apply online in minutes at https://www.mercury.comRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.#RunTheNumbersPodcast #StartupFinance #VentureCapital #CFOInsights #Leadership This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

Join us for a Flip the Script episode of The Exit Is Now podcast as Drew English, EPI's Director of Membership, interviews Scott Snider about the future of membership and the meaning of member entanglement. Together they unpack why EPI is investing in a new membership strategy, how entanglement differs from engagement, and what tools are helping CEPAs implement value acceleration more effectively. Scott also shares the long-term vision for CEPA growth, the role of the Beyond CEPA Path, and why building deeper relationships is critical for the profession's future. It's an honest look at culture, retention, and the power of 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.

Join us for a Partner Summit Special episode of The Exit Is Now podcast as Scott Snider welcomes Rick Krebs, owner of MyBizValue, business sales expert, and president of EPI's Utah Chapter. Rick shares how he identified a market need for affordable valuations at the triggering event, helping advisors and owners shift from an income generation mindset to value creation. He also discusses the power of collaboration over competition, the growth of the Utah Chapter into a thriving community, and the unique educational approaches such as storytelling and Reverse Shark Tank that keep business owners engaged. Packed with practical advice and powerful stories, this episode highlights what it takes to be a best in class advisor and leader.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 welcomes Jeff Armstrong, a seasoned entrepreneur and Partner at Cultivate Advisors through DriveValue.com. Together, they explore the pivotal role Cultivate Advisors plays in the exit planning ecosystem, offering strategies and insights that help business owners prepare for their next chapter. Jeff also shares how his own journey as a business owner has shaped his perspective and approach, bringing real-world experience to the clients he serves.Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Scott: https://www.linkedin.com/in/scott-snider-epi/============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH SCOTT ON SOCIAL MEDIA   YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgAFacebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835Website: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About Scott:Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company's operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider's biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

Blair LaCorte is the Vice Chair of the Board of Directors at the Buck Institute for Research on Aging—the world's first biomedical research institution dedicated solely to understanding aging and age-related diseases, and the largest independent scientific institute in the Bay Area. A seasoned leader and strategist, Blair has a track record of transforming companies across five industries, leveraging his expertise in change management to drive operational alignment, scale, and market leadership. Most recently, he led AEye's $1.5B IPO, advancing the company's mission to enable safe, reliable vehicle autonomy. Prior to that, Blair served as Global President of PRG, the world's largest live event technology and services company; CEO of XOJET, one of the fastest-growing aviation companies in history; and Senior Advisor and Operating Partner at TPG, a leading private equity firm managing over $97 billion in global investments. His earlier career includes executive roles at technology innovators such as VerticalNet, Savi Technologies, Autodesk, and Sun Microsystems. Blair is an active board member and advisor to organizations spanning science, business, and education, including the Positive Coaching Alliance, the Kairos Society, the Graduate Business Foundation, and alma maters Dartmouth College and the University of Maine. His leadership has been recognized by Fast Company, Ad Age, NASA, and the ITAS “100 Most Influential Leaders in Transportation” list. His insights have been featured in Forbes, Fortune, The Wall Street Journal, and on major networks including ABC, Bloomberg, CNN, and CNBC. Holding multiple patents across hardware, software, communications, security, and defense, Blair is also an astronaut-in-training and is scheduled to fly with Virgin Galactic. Outside of his professional pursuits, he is a dedicated father to three sons and the owner of a slightly anxious Weimaraner named Bella. Work With Us: Arétē by RAPID Health Optimization Links: Blair LaCorte on LinkedIn Anders Varner on Instagram Doug Larson on Instagram Coach Travis Mash on Instagram  

In this episode of the East Coast Elite series, we sit down with Liam Mulcahy, Operating Partner at Kleiner Perkins. Having worked with over 100 startups, from first-ever sales rep to operating partner, Liam shares his unfiltered playbook for success in the chaotic world of early-stage companies. We cover how to identify the right opportunities, what a founder-led sales motion looks like, the red flags to watch for in an interview, and the mindset needed to thrive in a high-risk, high-reward environment. Liam also shares his famous cardboard cutout story that landed him a job at MongoDB, a company he helped take public.

Join us for an insightful episode of The Exit Is Now podcast as Scott Snider welcomes Rebecca Davis to the studio. In this conversation, Rebecca shares how her clinical background informs her work with business leaders, helping them address burnout, boundary-setting, and culture misalignment head-on. They explore why leadership health is foundational to company value, how culture issues show up in due diligence, and what business owners can do today to prepare both themselves and their teams for the future.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.

Is it smarter to go solo or bring in a partner when launching your franchise? In this Franchise Fridays episode of Unemployable with Jeff Dudan, we break down the Top 5 reasons entrepreneurs bring on a partner—and when it could destroy your business. Jeff Dudan, founder of AdvantaClean and CEO of HomeFront Brands, shares real-world insights from decades in franchising to help you decide: Should you go 50/50, bring in an investor, hire an operator, or do it all yourself? You'll learn: The worst reason to partner (and how to avoid it) How to structure strategic partnerships that actually work What to include in a partnership “prenup” The right way to bring in an operating partner without giving away the farm Why equity = the kingdom, and how to protect yours  

Is it smarter to go solo or bring in a partner when launching your franchise? In this Franchise Fridays episode of Unemployable with Jeff Dudan, we break down the Top 5 reasons entrepreneurs bring on a partner—and when it could destroy your business. Jeff Dudan, founder of AdvantaClean and CEO of HomeFront Brands, shares real-world insights from decades in franchising to help you decide: Should you go 50/50, bring in an investor, hire an operator, or do it all yourself? You'll learn: The worst reason to partner (and how to avoid it) How to structure strategic partnerships that actually work What to include in a partnership “prenup” The right way to bring in an operating partner without giving away the farm Why equity = the kingdom, and how to protect yours  

In this inspiring conversation, Shannon sits down with Juliane Stephan, a lifelong Catalyst and Operating Partner at BayPine, to explore how Catalysts can find and craft roles that truly give them license to transform organizations. Juliane shares two key strategies she's used throughout her career: identifying ambiguity when seeking new roles externally, and making a strong business case for transformation opportunities internally.They also dive into the common challenges Catalyst executives face—like moving too fast, needing to repeatedly align others to their vision (she loves memos over powerpoints to force clarity), and operating in resource-constrained environments. Juliane offers practical insights on building trust, developing strategic networks, and creating coalitions to drive meaningful change. Finally, Juliane had some really great ideas about how to navigate the constant challenge of "doing more with less." You'll have to listen to find out more!Original music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Lynz Floren⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Join us for an exclusive episode of The Exit Is Now podcast as Scott Snider flips the mic with EOS Implementer Kyle Danner in a candid conversation about operational structure, leadership growth, and culture at scale. Scott opens up about how implementing EOS helped decentralize the business, create a healthier team dynamic, and enable more deliberate decision-making. From printing and distributing their VTOs company-wide to creating systems that fuel both business and personal planning, Scott shares the tools and mindset shifts that have taken EPI from 11 to 50+ employees. They also explore the evolving definition of ownership, what it means to lead with authenticity, and how structure can actually spark creativity.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 an era where organizations depend heavily on commercial applications to run their operations, the integrity of those applications has become a top security concern. Saša Zdjelar, Chief Trust Officer at ReversingLabs and Operating Partner at Crosspoint Capital, shares how protecting the software supply chain now extends far beyond open source risk.Zdjelar outlines how modern applications are built from a mix of first-party, contracted, open source, and proprietary third-party components. By the time software reaches production, its lineage spans geographies, development teams, and sometimes even AI-generated code. Incidents like SolarWinds, Kaseya, and CircleCI demonstrate that trusted vendors are no longer immune to compromise, and commercial software can introduce critical vulnerabilities or malicious payloads deep into enterprise systems.Regulatory drivers are increasing scrutiny. Executive Order 14028, Europe's Cyber Resilience Act, DORA, and U.S. Department of Defense software sourcing restrictions all require greater transparency, such as a Software Bill of Materials (SBOM). However, Zdjelar cautions that SBOMs—while valuable—are like ingredient lists without recipes: they don't reveal if a product is secure, just what's in it.ReversingLabs addresses this gap with a no-compromise analysis engine capable of deconstructing any file, of any size or complexity, to assess its safety. This capability enables organizations to make risk-based decisions, continuously monitor for unexpected changes between software versions, and operationalize controls at points such as procurement, SCCM deployments, or file transfers into critical environments.For CISOs, this represents a true technical control where previously only contractual clauses, questionnaires, or insurance policies existed. By placing analysis at the front of the software lifecycle, organizations can reduce reliance on costly manual testing and sandboxing, improve detection of tampering or hidden behavior, and even influence cyber insurance rates.The takeaway is clear: software supply chain security is a board-level concern, and the focus must expand beyond open source. With the right controls, organizations can avoid becoming the next headline-making breach and maintain trust with customers, partners, and regulators.Learn more about ReversingLabs: https://itspm.ag/reversinglabs-v57bNote: This story contains promotional content. Learn more.Guest: Saša Zdjelar, Chief Trust Officer at ReversingLabs and Operating Partner at Crosspoint Capital | On Linkedin: https://www.linkedin.com/in/sasazdjelar/ResourcesLearn more and catch more stories from ReversingLabs: https://www.itspmagazine.com/directory/reversinglabsLearn more about ITSPmagazine Brand Story Podcasts: https://www.itspmagazine.com/purchase-programsNewsletter Archive: https://www.linkedin.com/newsletters/tune-into-the-latest-podcasts-7109347022809309184/Business Newsletter Signup: https://www.itspmagazine.com/itspmagazine-business-updates-sign-upAre you interested in telling your story?https://www.itspmagazine.com/telling-your-storyKeywords: Black Hat 2025, Black Hat USA, sean martin, saša zdjelar, software supply chain security, commercial software risk, binary analysis, software bill of materials, sbom security, malicious code detection, ciso strategies, third party software risk, software tampering detection, malware analysis tools, devsecops security, application security testing, cybersecurity compliance

Join us for an exclusive episode of The Exit Is Now podcast as Scott Snider welcomes Neil McPeak into the studio for an honest and impactful conversation. From Olympic rowing to co-owning a multi-advisor firm with his father, Neil shares how discipline, team dynamics, and one major client loss reshaped their entire business model. He opens up about transitioning from general advising to pre-sale business owner specialization, and how reframing their approach with referral partners has led to deeper relationships and more meaningful work. Scott and Neil also reflect on shared lessons from their landscaping days and how that grit carries forward into legacy-building conversations with the next generation.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, Bob Carlson, Operating Partner at Shore Capital, and Michael Burcham, Chief of Strategy, Research, and Talent Development, reflect on their experience serving on the board of Point C, a Shore portfolio company that completed a successful recapitalization. They share how the early investment thesis came together, how the founding partner was identified, and how the executive team, board, and M&A strategy evolved over time. Bob and Michael offer insights for first-time board members, including how to engage between meetings and why sharing experience rather than advice matters most. They close by discussing their personal passion for entrepreneurship and how investing in startups sharpens their perspective and fuels innovation across Shore.Key Takeaways:Platform companies succeed when strategy, culture, and execution evolve together through each stage of growthBoard members drive value by engaging between meetings and sharing hard-earned experience, not just adviceThe best partnerships are built on values alignment, shared purpose, and a clear vision for growthStaying close to early-stage entrepreneurship sharpens perspective and drives innovation across the portfolioChapters:00:00 - Introduction05:20 - Why the TPA Space Made Strategic Sense08:28 - Launching and Scaling the Point C Platform12:13 - Evolving the M&A Strategy and Partner Fit17:00 - Lessons for First-Time Board Members22:13 - Entrepreneurship, Innovation, and Staying SharpListen to our podcasts at:https://www.shorecp.university/podcastsYou'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore Capital University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

In this episode of The Girl Dad Show, host Young Han sits down with Jason Mok, VP and GTM leader at Brex and a devoted single dad. Jason currently serves as GM of Brex's Startups business and oversees Strategic Partnerships. Before Brex, he was an Operating Partner and GM at Andreessen Horowitz (a16z), where he led the firm's first $400M Seed Fund, and spent 16 years at Silicon Valley Bank championing early- and growth-stage founders. Jason's story spans decades of leadership in banking, venture capital, and fintech—but at the heart of it is a father navigating the complexities of work, legacy, and raising good humans. In this episode, Jason opens up about teaching his kids about money, setting boundaries between work and family, and how success as a parent isn't about control—it's about the relationship you build as they grow up. ✨ All episodes of The Girl Dad Show are proudly sponsored by Thesis, helping founders go further, together. Takeaways Jason Mok is a single dad and fintech exec at Brex Brex offers a financial stack for startups and enterprises Jason's path includes SVB, a16z, and years of startup advisory Parenting requires consistent self-reflection Teaching kids about money is non-negotiable Being present matters more than being perfect Self-care supports strong parenting and leadership Boundaries between work and family take real intention Legacy is built through quality relationships, not just career wins

Jordan Mix is the Operating Partner at Late Checkout, a holding company that creates, grows, and buys "community-based" products.In This Episode We Cover:(05:16) Simple, Effective B2B Newsletter Playbooks(09:49) High-ROI Outreach (“Shake the Tree”)(12:40) Monetizing Micro-Lists (200 subs → $10k+)(14:50) The Power of Parasocial Relationships(17:36) Why Making Content Makes You Better At Sales(27:30) Experimentation vs Focus(30:05) Permissionless Projects & Cold DMs(33:30) Using Free Work to Reduce Customer Acquisition Costs(38:52) Building Engaged Communities with AI Learn More About Orbit Marketing:→ Visit Our Website: https://orbitmarketing.io/→ Book A Call: https://api.leadconnectorhq.com/widget/booking/onkh0t7y3dIlC2Njpybl→ Join Our Newsletter: https://newsletter.orbitmarketing.io/Connect with Jordan Mix from Late Checkout:→ Late Checkout: https://www.latecheckout.studio/→ Late Checkout LinkedIn: https://www.linkedin.com/company/late-checkout/→ Jordan's LinkedIn: https://www.linkedin.com/in/jordan-mix1/→ Jordan's Twitter: https://x.com/jrdnmixWatch on Youtu This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit orbitmarketing.substack.com

Today's show features: Jonathan Smoke, Chief Economist at Cox Automotive Jeff Zonen, Operating Partner & Executive Manager at Infiniti City of Queens, Infiniti City of Massapequa & KIA City of the Bronx This episode is brought to you by: Experian Automotive — Wasted advertising spend, undelivered messages, and missed opportunities are just the start of dealers' challenges. Today's consumers expect personalized experiences, making it essential to keep their contact information current. Experian Automotive can assist you in filling in missing or incomplete customer information gaps, verifying vehicle ownership, and enriching your records with additional data. This way, you can deliver truly personalized experiences that foster lasting loyalty and retention. Visit ⁠https://carguymedia.com/experian⁠ to learn more. Interested in advertising with Car Dealership Guy? Drop us a line here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cdgpartner.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Interested in being considered as a guest on the podcast? Add your name here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/3Suismu⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Check out Car Dealership Guy's stuff: CDG News ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://news.dealershipguy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ CDG Jobs ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://jobs.dealershipguy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ CDG Recruiting ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.cdgrecruiting.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ My Socials: X ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.twitter.com/GuyDealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/cardealershipguy/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@guydealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/cardealershipguy/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Threads ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.threads.net/@cardealershipguy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/profile.php?id=100077402857683⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Everything else ➤⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ dealershipguy.com

Gabe Karp is a bestselling author, keynote speaker, and conflict management expert known for his book Don't Get Mad at Penguins: And Other Ways to Detox the Conflict in Your Life and Business. He began his career as a trial lawyer, later becoming Executive Vice President and General Counsel at ePrize (now Merkle), where he helped grow the company into a global leader in digital promotions. Currently, Gabe serves as an Operating Partner at Detroit Venture Partners and a Venture Partner at Lightbank, advising early-stage tech companies and serving on multiple boards. His work focuses on transforming conflict from a liability into a strategic asset, drawing from over 30 years of experience in law, business, and venture capital. In this episode… Navigating conflict is one of the biggest challenges in both personal and professional relationships. Whether dealing with strong personalities, avoiding uncomfortable conversations, or managing unspoken resentment, unresolved conflict can slow progress, damage culture, and erode trust. So, how can leaders turn conflict into a tool for growth instead of a source of frustration? Gabe Karp, conflict management expert and author of Don't Get Mad at Penguins, shares a framework for transforming toxic conflict into a productive force. Drawing on his experiences as a former trial lawyer, executive, and venture capitalist, he explains how leaders can shift team dynamics by normalizing direct communication, embracing discomfort, and identifying common conflict traps such as ego, the need to win, and misaligned expectations. Gabe introduces strategies like the debrief/pre-brief meeting format, ego-neutral negotiation, and fostering cultures of candor and accountability, all of which help teams surface issues before they escalate. In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz interviews Gabe Karp, Operating Partner at Detroit Venture Partners, about building healthier team dynamics through conflict. Gabe discusses how to dismantle ego-driven tension, the power of cultural feedback loops, and why expectations shape most of our frustrations. He also explores lessons from litigation, handling difficult terminations, and creating space for honest team dialogue.

Meg Thomas Crosby is a recognized thought leader in People Strategy. Meg co-founded PeopleCap Advisors in 2012 to help organizations unleash their full potential through their people. She is a strategic advisor to CEOs, boards, and investors, a recognized thought leader in People Strategy, and enjoys asking tough questions. She is also an Operating Partner with SSM Partners, a growth equity investment firm focused on software, services, and healthcare. Prior to PeopleCap, Meg's 20-year career in human resources established her as an expert in organizational culture, people strategy, and organizational growth. She has worked for companies of all shapes and sizes, including for a small tech startup in Los Angeles as a sole HR practitioner and at Google, leading acquisition integration.Howard Cleveland is a coach and trusted advisor to CEOs, executive teams, and senior leaders. In his roles as a Labor & Employment attorney, growth advisor, and certified leadership coach, Howard has partnered with leaders for over 25 years to help them understand and unlock the strengths of themselves, their teams, and their organizations.Howard serves leaders whose circumstances have temporarily outpaced them. Many of his clients are:– In the midst of significant personal or professional transitions– Struggling to meet the current expectations of their position– Struggling to gain traction– In complex, fast-changing situations– Having difficulty getting their team to perform– Struggling to stay at the right level and delegate– Not comfortable holding their team accountableHoward serves as an experienced thought partner and confidential sounding board to help leaders gain clarity, confidence, and a clear path forward that is aligned with their personal and professional goals.Check out PeopleCap's High Growth People Strategy Model by clicking on this link: https://www.peoplecap.com/growth-gauntlet/ Running the Gauntlet is an Essential Guide for CEOs, Founders, and Leadership Teams Navigating the Challenges of Scaling a High-Growth Company. Check it out by clicking on this link: https://www.peoplecap.com/book Connect with Meg Thomas Crosby and Howard Cleveland:Website: www.PeopleCap.com LinkedIn: https://www.linkedin.com/in/meg-thomas-crosby/ ; https://www.linkedin.com/in/howardcleveland/ ; https://www.linkedin.com/company/peoplecap/ TurnKey Podcast Productions Important Links:Guest to Gold Video Series: www.TurnkeyPodcast.com/gold The Ultimate Podcast Launch Formula- www.TurnkeyPodcast.com/UPLFplusFREE workshop on how to "Be A Great Guest."Free E-Book 5 Ways to Make Money Podcasting at www.Turnkeypodcast.com/gift Ready to earn 6-figures with your podcast? See if you've got what it takes at TurnkeyPodcast.com/quizSales Training for Podcasters: https://podcasts.apple.com/us/podcast/sales-training-for-podcasters/id1540644376Nice Guys on Business: http://www.niceguysonbusiness.com/subscribe/The Turnkey Podcast: https://podcasts.apple.com/us/podcast/turnkey-podcast/id1485077152

Download Gary's 13 Keys to Creating a Multi-Million Dollar Business from https://www.DitchDiggerCEO.com/Peter Griscom (https://www.linkedin.com/in/peter-g-350a21169/) is an Operating Partner and the Chief Executive Officer of Van Dyke Acquisitions, a boutique investment firm specializing in distressed mergers and acquisitions and turnaround opportunities. With over a decade of experience in the distressed investing sector, he focuses primarily on healthcare, consumer goods, and manufacturing.In this episode, Gary, Dave, and Peter discuss:1. Early hustle stories and DIY operations2. Breaking into retail and scaling nationally3. Embedding Christian values into business4. Vision for legacy and long-term impactLinkedIn: https://www.linkedin.com/in/peter-g-350a21169/ Twitter: https://x.com/petergriscom  Website: https://vdacq.com/ Connect with Gary Rabine and DDCEO on: Website: https://www.DitchDiggerCEO.com/ Instagram: https://www.instagram.com/DitchDiggerCEOTikTok: https://www.tiktok.com/@ditchdiggerceopodcast Facebook: https://www.facebook.com/DitchDiggerCEOTwitter: https://twitter.com/DitchDiggerCEO YouTube: https://www.youtube.com/@ditchdiggerceo