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Podcast 18 – Introducing, Scott Snider of the Exit Planning Institute

Our guest for this episode is none other than Scott Snider, who with his father, Chris Snider are the owners of the Exit Planning Institute in Cleveland, OH. EPI has a credentialed certification process for advisers to become CEPA's; there are over 2000 in the United States and around the world. 

Exit Planning became 'a thing' as Scott would say in the early 2000's and has taught and fostered professional collaboration among advisers from various disciplines ever since. As a faculty member for EPI, I can tell you that the curriculum is extremely relevant and actionable for anyone who advises privately held companies. 

Scott's focal points for 2021 are on Business Goals, Personal Goals and Financial Goals. He says these wrapped together support the owner and their business like three legs of a stool. He emphasizes that Exit Strategy is simply good Business Strategy, and it's never too early to prepare yourself and your business for a future exit. “Working with Certified Exit Planners like Julie Keyes is highly recommended,” he said. 

When it comes to preparing a company for sale, Scott says there are two separate distinctions and both must be considered and assessed. They are, “Business Attractiveness” and “Business Readiness” and they're definitely not the same thing! Listen to the show and learn about the difference yourself along with other tidbits of Scott Snider wisdom!

Find Scott here: https://exit-planning-institute.org/about-us/
Find Julie here: https://www.poisedforexit.com/

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Julie Keyes
Julie Keyes

Founder & Owner at KeyeStrategies, LLC

Julie is a Certified Exit Planning Adviser and Value Growth Advisor with 30+ years of experience. She works with business owners who seek to understand and maximize their exit and critical transition options.

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