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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 • 94 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.
Curiosity Before Strategy: The Advisor's Path to Better Conversations
52 min
From Operator to Owner: Creating a Business That Runs Without You
41 min
Narrative Intelligence: The Missing Link in Exit Planning
36 min
The Operating System of a Value Creator Culture
43 min
More episodes
Exit is Now: Plan Accordingly
Business • Entrepreneurship • 94 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.
Curiosity Before Strategy: The Advisor's Path to Better Conversations
52 min
From Operator to Owner: Creating a Business That Runs Without You
41 min
Narrative Intelligence: The Missing Link in Exit Planning
36 min
The Operating System of a Value Creator Culture
43 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.

What Do I Do Now? Turning Exit Planning Knowledge into Action

Featuring Kathleen Pritchard

August 19, 2026
In this episode, Scott Snider sits down with Kathleen Pritchard to explore one of the biggest challenges facing advisors after earning their CEPA designation: activation. Knowing the value acceleration framework is one thing. Putting it into practice with business owners is another. Together, they discuss how advisors can move from education to execution by developing the right conversations, relationships, and processes.

Kathleen shares insights from years of working with financial advisors and business owners, highlighting why many advisors hesitate to engage in conversations about the business itself. Rather than leading with technical expertise or exit planning language, she explains how curiosity, origin stories, and thoughtful questions create stronger connections and uncover opportunities for deeper planning.

The conversation also explores the importance of collaboration, advisor ecosystems, and practical tools that help advisors create action. Whether working with existing business owner clients or building a practice around the business owner market, Kathleen offers a roadmap for becoming a more valuable and trusted part of the owner's journey.
From Information to Impact: Helping Advisors Stay Relevant

Featuring Drew Watkins

September 2, 2026

In this episode, Scott Snider continues the advisor activation series with Drew Watkins, exploring how advisors can become a meaningful part of a business owner's path, strategy, and plan. As business owners gain greater access to information and technology, advisors must evolve beyond technical expertise and focus on building trust, delivering insight, and creating stronger relationships.

Scott and Drew discuss where advisors often get stuck, why trust remains the foundation of every successful advisory relationship, and how different generations of business owners may require different approaches. They also explore the growing role of artificial intelligence and how advisors can use technology to enhance their effectiveness while maintaining the human connection that owners value most.

The conversation highlights the realities of operating in what Drew calls the "messy middle," where both advisors and business owners have access to more information than ever before. Together, they examine how advisors can systematize their practices, amplify their time, and remain indispensable by combining technology, collaboration, and trusted guidance.

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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.