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/theexitplanninginstitute

Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/

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SUBSCRIBE TO THE PODCAST:

Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204

Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR

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CONNECT WITH SCOTT ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA

Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835

Website: https://exit-planning-institute.org

#ExitPlanningInstitute #ScottSnider #Podcast

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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 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/theexitplanninginstitute

Connect 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/id1663050204

Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR

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

CONNECT WITH SCOTT ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA

Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835

Website: 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 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/theexitplanninginstitute

Connect 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/id1663050204

Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR

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

CONNECT WITH SCOTT ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA

Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835

Website: 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.