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Join Scott Snider, President of the Exit Planning Institute and lifelong entrepreneur, as he welcomes business owners and their expert advisors to discuss how they build significant value in their businesses through Value Acceleration. 

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Plan Accordingly Podcast

Join Scott Snider, President of the Exit Planning Institute® (EPI) and lifelong entrepreneur, along with a group of exit planning experts, EPI community members, and other leaders as they step into the podcast studio to share valuable insights on business exit strategies.

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Downloads

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Minutes Recorded

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Episodes

Featured Shows

Catch all podcast episodes on the EPI YouTube channel and your favorite podcast streaming platform the Thursday after they go live. 

Exit is Now: Plan Accordingly
Business • Entrepreneurship • 90 episodes
Exit is Now: Plan Accordingly
Latest episode
Show notes
Join Scott Snider, President of the Exit Planning Institute® (EPI) and lifelong entrepreneur, along with a group of exit planning experts, EPI community members, and other leaders as they step into the podcast studio to share valuable insights on business exit strategies.
Rhythm Drives Results: The Discipline Behind Value Creation
52 min
Vision First: The Foundation of Every Valuable Business
52 min
Summit Special featuring Douglas Dickey, Jason "Wally" Waldron, Craig West, & Renee Russo
57 min
Summit Special featuring JT Tatem, Todd Yeiter, & Neil McPeak Jr.
48 min
More episodes
Exit is Now: Plan Accordingly
Business • Entrepreneurship • 90 episodes
Exit is Now: Plan Accordingly
Latest episode
Show notes
Join Scott Snider, President of the Exit Planning Institute® (EPI) and lifelong entrepreneur, along with a group of exit planning experts, EPI community members, and other leaders as they step into the podcast studio to share valuable insights on business exit strategies.
Rhythm Drives Results: The Discipline Behind Value Creation
52 min
Vision First: The Foundation of Every Valuable Business
52 min
Summit Special featuring Douglas Dickey, Jason "Wally" Waldron, Craig West, & Renee Russo
57 min
Summit Special featuring JT Tatem, Todd Yeiter, & Neil McPeak Jr.
48 min
More episodes

Watch Live!

Check out Scott’s LinkedIn page and give him a follow or a like so you can stay updated and get notified on any upcoming episodes! 

Follow Scott on LinkedIn

Upcoming Shows

Don't miss a moment! Stay tuned for upcoming episodes of Exit is Now: Plan Accordingly. Join us as we invite seasoned exit planning experts to share their valuable insights and experiences.

Rhythm Drives Results: The Discipline Behind Value Creation

Featuring Renee Russo

June 10, 2026

In Part 2 of this conversation, Scott Snider and Renee Russo shift from vision to execution by focusing on rhythm, the operating discipline that brings strategy to life.

Renee explains that even the strongest vision will fail without consistent habits, structured communication, and accountability. From weekly meeting cadences to clear scorecards and data driven decision making, she outlines how rhythm creates alignment, surfaces issues early, and drives execution across every level of the business.

The conversation also explores the human side of rhythm. From fostering trust and open dialogue in meetings to building social capital through intentional employee engagement, Renee highlights how culture, discipline, and connection all work together. When done right, rhythm not only improves performance, but strengthens teams, reduces complexity, and creates a more resilient, scalable organization.

This episode builds on the foundation of vision and shows how disciplined execution is what ultimately turns strategy into long term value.

The Operating System of a Value Creator Culture

Featuring Chase Ross

June 24, 2026

In this episode, Scott Snider continues the Vision and Rhythm conversation with Senior Director of Operations Chase Ross, focusing on two essential ingredients in the recipe for sustainable growth: Rhythm and Performance.

Drawing on his unique journey through multiple roles at Exit Planning Institute, Chase shares how consistent communication, intentional planning, and disciplined execution help transform vision into results. From daily companywide meetings and quarterly renewal exercises to annual retreats and strategic planning sessions, he explains how rhythm creates alignment, strengthens culture, and keeps teams focused on what matters most.

The conversation also explores the role of performance in building a value creator culture. Chase discusses the importance of dashboards, measurement, customer feedback, and accountability, emphasizing that even the strongest mentality, vision, and culture must ultimately produce results. Together, Scott and Chase provide a practical look at how organizations can create systems that support growth, engagement, and long-term value creation.

Narrative Intelligence: The Missing Link in Exit Planning

Featuring Chris Hare

July 8, 2026
In this episode, Scott Snider continues the conversation around advisor activation with storytelling strategist Chris Hare. Together, they explore why the most effective advisors are not simply technical experts, but skilled listeners who know how to uncover the stories that shape decision making, identity, and long-term goals.

Chris introduces the concept of narrative intelligence and explains how understanding both your own story and the story of the business owner can create deeper trust, stronger relationships, and more meaningful outcomes. The discussion highlights how advisors can move beyond transactional conversations and build authentic connections that help owners gain clarity about where they have been, where they are today, and where they want to go.

Scott and Chris also discuss the role of storytelling in advisor collaboration, personal planning, and even the future of AI. The result is a practical conversation about how advisors can better connect with business owners, differentiate themselves in the marketplace, and become a more valuable part of the owner's journey.
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Meet the Host

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. 

Awards

 Exit is Now: Plan Accordingly has been recognized for delivering insightful conversations that empower business owners and advisors to create value, lead with intention, and plan for successful future transitions. 

2025 Marcom - Honorable Mention

2025 Marcom

Honorable Mention

2026 Hermes Awards - Outstanding Host

2026 Hermes Awards

Outstanding Host (Scott Snider)

2026 Hermes Awards - Podcast: Industry Focused Single Episode

2026 Hermes Awards

Podcast: Industry Focused Single Episode - “Never Again: Lessons from Losing a $10M Client”

Top Episodes

Tune in to these episodes of Exit is Now: Plan Accordingly for valuable insights on exit planning. Each episode features expertise from various thought leaders and rich discussions to help you become a better advisor.

Partner with Exit Is Now

We're always looking for new voices and great partners. If you're interested in sponsoring an episode or joining us as a guest, reach out to us at marketing@exit-planning-institute.org.