Welcome to Exit Is Now, a podcast that shares the real stories of business owners and industry experts. Presented by the authority in exit planning, Exit Planning Institute (EPI), and hosted by EPI’s President, Scott Snider. Scott has over 20 years of entrepreneurial experience and is an expert in the exit planning industry. Hear how Value Acceleration comes alive from some of the top advisors in the industry, as well as successful business owners. Exit is now, plan accordingly.
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The Exit Plan is for business owners that are interested in learning more about how to sell their business. Each episode Barnaby Cook interviews someone who has bought or sold a business - either a creative agency, or a production company. The conversation gets under the skin of why they wanted to sell, or were looking to acquire, how the deal was structured, how they agreed upon a valuation and what lessons they learnt along the way.
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Exit Plan is the story or rather collected journals of a nameless man who lives in Australia and has to deal with some threat or confrontation left unsaid so far. He has released his audio journals to provide information and context around what he has to do and to explain his situation. Is this for real or it is just an urban fantasy delivered in character? I don’t know. I was contacted anonymously to edit and post this podcast. I’ve called it Exit Plan. My instructions were to download indi ...
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1
DBLX Joins Auspicious Group - Nicky Hoyland's Story
32:22
32:22
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32:22
In this conversation, Nicky Hoyland, Chief Innovation Officer at Auspicious, shares her journey from a film and media graduate to a leader in learning technology and business innovation. She discusses her experiences in building DBLX, the challenges of transitioning from bespoke development to a SaaS platform, and the importance of collaboration an…
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Flipping the Script: Amy Wirtz Interviews Scott Snider
49:43
49:43
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49:43
In this special episode of the Exit Is Now podcast, the 2024 Exit Planner of the Year, Amy Wirtz, flips the script by interviewing Scott Snider. Together, they explore the journey of managing growth through the lens of the Value Acceleration Methodology. Scott shares his experience of growing a business—first by scaling systems, then by developing …
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A Look Back at the Top Three Exit Is Now Moments from 2024!
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48:32
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48:32
In this special episode of the "Exit Is Now" podcast, Scott reviews some of his favorite moments from the Exit Is Now Podcast and teases some of our upcoming guests for our 2025 season. 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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Navigating Changing Advisory Firms and Personal Planning with Julie Keyes
44:08
44:08
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44:08
In this episode of "The Exit Is Now" podcast, Scott Snider interviews Julie Keyes. They dive into the evolving landscape of advisory firms and personal planning for business owners. They explore traditional manufacturing businesses and how they relate to personal planning strategies. The conversation shifts to how advisory firms—whether banks, weal…
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Flipping the Script: Chris Snider Interviews Scott Snider
1:13:39
1:13:39
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1:13:39
In this special episode of the Exit Is Now podcast, EPI’s CEO, Chris Snider, flips the script by interviewing Scott Snider. Together, the discuss Scott's personal journey as an entrepreneur and the son of a family business owner. Join them as they reminisce where they were, where they have been, and where they are going as entrepreneur's and busine…
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Merging, Buying & Selling An Agency : The 3Pipe Journey with Jim Hawker
38:22
38:22
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38:22
Summary Jim Hawker, co-founder of 3Pipe, shares his journey of starting and growing the agency over 20 years, including the challenges of mergers, acquisitions, and financial turmoil. He reflects on the evolution of marketing, the importance of strategic growth, and the lessons learned from navigating a significant financial crisis. The conversatio…
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An Owner's Exit Story with Mike Berlin
53:17
53:17
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53:17
In this episode of "The Exit Is Now" podcast, host Scott Snider sits down with Mike Berlin to dive deep into his remarkable exit journey as a business owner. They explore the pivotal moments that shaped Mike’s decision to transition, the challenges he faced, and the strategies he used to ensure a successful exit. Mike shares insights into the emoti…
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The Impact of the October Budget on the M&A Market with Saul Cohen
40:40
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40:40
Summary In this conversation, Saul Cohen, owner of Expert Eye, shares his journey from working in corporate finance to supporting small and medium-sized enterprises (SMEs). He discusses the importance of providing tailored financial advice to entrepreneurs, the impact of personal experiences on his career choices, and the challenges faced by busine…
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I Sold My Small Agency – And It Put Me In a Wheelchair with Holly Tennock
50:58
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50:58
In this conversation, Holly Tennock shares her journey from being a journalist to founding her own PR agency, Journalista, and the challenges she faced as a female entrepreneur. She discusses the growth of her agency, the complexities of navigating leadership, and the eventual sale of her business. Holly reflects on her experiences during the trans…
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Coaching Culture And The Family Business with Pete Walsh
54:35
54:35
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54:35
In this episode of “The Exit Is Now” podcast, Scott Snider interviews Pete Walsh, AKA Coach Pete. They discuss Pete’s journey from his family business to becoming a leadership coach for family businesses worldwide. They discuss insights from his book, Family Business Playbook: Your Family’s Path to Long-Term Success, and reflect on deliberate pract…
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On Entrepreneurship and Growth - How Ben Fitter-Harding sold his business, Cardboard Fish
28:28
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28:28
In this conversation, Ben Fitter-Harding shares his entrepreneurial journey, detailing the inception and growth of his first business, Cardboard Fish, a communications technology company. He discusses the challenges and successes of navigating the acquisition process, the emotional impact of selling a business, and the transition to his new venture…
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A Business Owner’s Journey as an Educator and Advisor with Justin Goodbread
57:40
57:40
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57:40
In this episode of "The Exit Is Now" podcast, Scott Snider interviews Justin Goodbread. They discuss Justin's journey as a business owner and how he learned his entrepreneur mindset from his father many years ago. They also talk about the bumps and struggles through this journey. Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute…
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Auspicious Group Acquires Greg Moyer's Blue Chalk - A Very Personal Story
40:53
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40:53
In this conversation, Greg Moyer, CEO of Blue Chalk Media, shares his extensive career journey in the media industry, from his early days in journalism to his pivotal role in launching the Discovery Channel. He discusses the founding of Blue Chalk Media, emphasizing the creative freedom it provided him and the challenges of running a media company.…
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Flipping The Script: Paige Wysocki Interviews Scott Snider
42:43
42:43
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42:43
In this special episode of the Exit Is Now podcast, EPI’s Director of Marketing, Paige Wysocki, flips the script by interviewing Scott Snider. Together, they explore the importance of mentorship, innovation, and the professional growth of the team at the Exit Planning Institute (EPI). Scott dives into how EPI’s marketing evolution has shaped the or…
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Quality of Earnings: What You Need to Know with John Hannum
32:50
32:50
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32:50
In this conversation, John Hannum, founder of PPS Solutions, discusses his journey in finance, the importance of CFO services for small businesses, and the intricacies of SBA loans. He explains the quality of earnings process, the differences between asset and share purchases, and shares insights on the buy-side perspective in M&A transactions. Joh…
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Buying 'Ugly' Businesses with Lee Bushell
38:56
38:56
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38:56
In this conversation, Lee Bushell shares his extensive entrepreneurial journey, starting from his early ventures in selling clothing at school to his experiences in the nightclub industry and transitioning into law. He discusses his approach to mergers and acquisitions, the strategy behind his investment group, and the importance of focusing on cas…
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From Service to Success With Mo Mahoney and Travis Rose
47:50
47:50
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47:50
Kim "Mo" Mahoney, a retired Colonel in the US Marine Corps, and Travis Rose, a retired sniper in the 75th Ranger Regiment, U.S. Army, sit down with Scott Snider. They discuss their military careers, the transition to civilian life, and how they became successful financial advisors. They highlight the importance of teamwork, education, and the CEPA …
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The Silver Tsunami: Myth or Reality? with Mike Finger
46:22
46:22
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46:22
Mike Finger, a small business owner and expert in the transaction space, shares his insights on selling small businesses. He emphasizes the importance of understanding the basics of selling a business and dispels common misconceptions. Mike discusses the challenges faced by business owners in valuing and selling their businesses, including inflated…
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Partnering For Success: Dan Grammann and Greg Maddox on Business Growth
1:10:13
1:10:13
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1:10:13
Business partners Dan Gramann and Greg Maddox from Cultivate Advisors join Scott in the Exit is Now podcast studio. They discuss their journey from initial failures to success, emphasizing the importance of diffusing egos and identifying strengths in business partnerships. They also delve into the findings of the 2023 State of Owner Readiness surve…
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Integration and Growth: Combining the Strengths of Two Agencies With Richard Simpson from Tayburn
32:54
32:54
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32:54
Richard Simpson talks about his role in sales and how it helped him access opportunities. He discusses the history and specialisations of Tayburn, the design agency he joined in 2008. Richard also explains how he acquired equity in the business and how his role evolved over time. He then delves into the process of the acquisition by Lewis, includin…
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Culture and Valuation: Key Factors In Business Success With Terry Johnson
48:46
48:46
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48:46
In This episode of "The Exit Is Now" podcast, host Scott Snider interviews Terry K. Johnson, Chief Revenue Officer at Generational Group. Terry shares his journey from co-owning an automotive parts distribution business with his father to growing it to $300M in revenue and selling it to a public company. They discuss family business dynamics, spons…
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1
The EMI Scheme: Incentivising Long-Serving Employees
32:07
32:07
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32:07
Nick Morgan, Group CEO of We Group, shares his experience with building and exiting multiple businesses. He discusses his background and the different agencies he has been involved with, including bars, pubs, and a distressed agency. Nick also talks about the three agencies within We Group: an independent events company specialising in festival pro…
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Taylor Christoffel: From Employee to CEO of Uncubed
26:15
26:15
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26:15
Taylor Christoffel, CEO of Uncubed, shares the story of the company's evolution from HR software to employer branding production. He joined Uncubed in 2016 and eventually acquired the company in 2024. Taylor discusses the value of the company's legacy and the passion he brings to the business. He highlights the expansion of Uncubed Studios into the…
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Flipping the Script: Jocelyn Bires Interviews Scott Snider
31:05
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31:05
In this episode of "The Exit Is Now" podcast, host Jocelyn Bires interviews Scott, the Operations Manager at the Exit Planning Institute (EPI). They discuss Jocelyn's pivotal role in organizing the Exit Planning Summit, which has grown significantly since 2022. Jocelyn shares her journey from handling administrative tasks in 2019 to leading the sum…
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1
Preparing Your Business For A Successful Sale with Cindy Anderson
37:39
37:39
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37:39
Cindy Anderson, a certified public accountant and M&A consultant, shares insights on preparing a business for sale and navigating the M&A process. She emphasizes the importance of clean financial records and understanding the buyer's perspective. Anderson recommends working with advisors and creating a clear integration plan to ensure a smooth tran…
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The Timing and Considerations of Selling a Business with Nicholas Spezio
32:07
32:07
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32:07
Nicholas Spezio, Director of Transaction Services at Expo Group, discusses the world of private equity and venture capital. Private equity firms invest capital into mature businesses with long-term growth potential, often seeking a controlling stake. Venture capital firms, on the other hand, invest in early-stage companies in exchange for equity. S…
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Finding Your Market Niche: Expert Insights from Matt DiFrancesco
46:20
46:20
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46:20
Scott is joined in the Exit is Now Studio by Matt DiFrancesco, from HighLift Financial, with a conversation surrounding finding your niche in the marketplace. Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/ ============================================ SUBSCRIBE …
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A Unique Way To Sell A Company To It's Employees
43:21
43:21
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43:21
Tulips & Company, a corporate film agency, was founded in 2002 by Laure Cousin and Charles Drouin. They started the business in the attic of Laure's house with a focus on creative storytelling. Over the years, they grew the company and gained recognition through awards. In 2018, they decided to sell the company to its employees in a unique way. The…
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Empowering Women In Business: Jacqueline O'Donovan's Story
47:21
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47:21
Jacqueline O'Donovan OBE shares her journey of owning and growing a waste management business, O'Donovan Waste Disposal, after her father's passing. She discusses the challenges of taking over the business at a young age and the close-knit dynamic of working with her siblings. Jacqueline highlights the importance of a strong work ethic and cohesion…
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Eat to Lead with Luci Gabel
57:22
57:22
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57:22
Do you know the impact that health has on your business? Discover the crucial connection between health and business success in this enlightening episode, where Scott Snider engages in a compelling dialogue with Luci Gabel. Gain profound insights into the profound impact of health on leadership effectiveness and overall organizational performance. …
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Using Personal Branding To Attract Potential Buyers
39:57
39:57
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39:57
Loreta Tarozaite is a marketing communications consultant and executive coach with a background in news anchoring. She helps business owners and executives improve their on-camera and on-stage presence, particularly in using video as a medium. Loreta emphasizes the importance of personal branding, especially on platforms like LinkedIn, and encourag…
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Flipping the Script: Josh Koza Interviews Scott Snider
51:04
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51:04
Scott is joined in the Exit is Now studio by EPI's Manager, Strategic Relationships - Josh Koza - for our newest Flip the Script episode. In this episode, Scott takes the hot seat as we dive into bucket lists, how EPI's hiring process has changed over the years, and more! Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute Connect…
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A Merger, Then An Acquisition: Mike Silver's Story of Scaling And Selling His Experiential Marketing Agency
34:51
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34:51
Mike Silver, the founder of an experiential agency called Stretch, shares his journey of setting up an experiential marketing agency called Stretch in Cape Town, South Africa. We talk about its growth, a merger with another agency in Johannesburg and it’s eventual sale to a WPP affiliate. He discusses the challenges, learnings, and post-sale experi…
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Conversations with Industry Thought Leaders!
53:08
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53:08
Join us for an exclusive episode of the Exit is Now podcast, broadcasting from the highly anticipated Exit Planning Summit. Delve into insightful discussions with attendees, speakers, and partners. Don't miss this unique opportunity to gain unparalleled knowledge and expertise in the world of exit planning. Want to learn more? Go to: https://linktr…
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How Tim Drake Sold His Mobile-First Agency For £20 Million
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32:56
Tim Drake, a semi-retired agency owner, shares his journey of building and selling his agency for £20 million. He discusses the various pivots his agency went through, from graphic design to websites to mobile-first business. Tim emphasizes the importance of finding the right business partner and maintaining a ruthless focus on building and selling…
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Buying A Video Production Company Out Of Liquidation: George Hughes' Story
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42:10
George Hughes, founder of Small Films, shares his experience of starting and acquiring businesses in the video production industry. He discusses the challenges of transitioning from working in the television industry to running his own company and the importance of understanding the objectives of clients. Hughes also talks about how he acquired Mai…
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Perspectives from Leading Voices at the Exit Planning Summit
1:11:57
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1:11:57
Join us for an exclusive episode of the Exit is Now podcast, broadcasting from the highly anticipated Exit Planning Summit. Delve into insightful discussions with attendees, speakers, and partners. Don't miss this unique opportunity to gain unparalleled knowledge and expertise in the world of exit planning. Want to learn more? Go to: https://linktr…
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Selling A Design Agency To An Investment Group: The Story Of The Yard Creative
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31:23
Steve James Royal, co-founder of The Yard Creative, shares his journey of building and selling a design agency. The Yard Creative is an evidential design agency that focuses on bringing scientific thinking and research into the design process. Steve discusses the challenges and successes of implementing evidential design, including a case study wit…
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What Makes a Business Attractive to Acquirers with Arthur Petropoulos of Hillview Partners
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40:39
Arthur Petropoulos, the managing partner at Hillview Partners, discusses his work in mergers and acquisitions and capital advisory for middle market companies. He shares how he got into this line of work and the process of setting up and growing his own firm. Petropoulos explains the importance of building infrastructure and processes in businesses…
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Exit Mastery: Spotlight on Excellence
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59:15
Join us for an exclusive episode of the Exit is Now podcast, broadcasting from the highly anticipated Exit Planning Summit. Delve into insightful discussions with attendees, speakers, and partners. Don't miss this unique opportunity to gain unparalleled knowledge and expertise in the world of exit planning. Want to learn more? Go to: https://linktr…
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From Freelancing To A Team Of 35. Alex Price's Story Of Growing And Selling His Agency
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33:53
Alex Price, founder of 93 Digital, shares his journey of building and selling his digital agency. He started freelancing in web design at a young age and eventually grew his agency to a team of 35. The agency focused on WordPress and B2B tech clients, and later expanded into digital marketing services. Alex decided to sell the agency when it was in…
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When A Seller Passes Away During An Acquisition. Richard Neve from Cognito tells his story.
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33:02
Richard Neve, Executive Creative Director at Cognito, shares his professional journey and the acquisition of his agency by Cognito. Cognito is a global agency focused on financial services and financial technology. Richard started as a journalist and later moved into public relations in the financial services industry. In 2017, Cognito acquired Ric…
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Exit Strategies Unveiled: Navigating The M&A Landscape
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49:06
In this must-listen episode, Scott Snider is joined by Scott Mashuda and Todd Torquato to delve into the fascinating journey of forming REAG. Explore their insights on the current M&A market landscape and gain valuable understanding of how they support Certified Exit Planning Advisors (CEPAs). Tune in for a riveting discussion packed with invaluabl…
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Buying Out A Business Partner (Who Is Also Your Twin Brother) with Gabe and Jack Whitehead
42:28
42:28
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42:28
In this episode of The Exit Plan, Barnaby Cook interviews Gabe and Jack, co-founders of The Shoots Group, a video agency. The twins share their journey of starting the business, scaling it, and eventually deciding to go their separate ways. They discuss the challenges of running multiple brands, the importance of alignment in business partnerships,…
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Talking All Things M&A with Andy Maher from Endeavour
39:53
39:53
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39:53
Andy Maher, founding partner of Endeavour, shares his career journey and the work his firm does in business advisory and M&A. He discusses the partnerships between Endeavour and Green and Purple, as well as Keystone Lawyers. Andy explains the criteria for taking on a business and the process of identifying potential buyers. He also highlights the m…
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Flipping the Script: Chase Ross Interview Scott Snider
34:12
34:12
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34:12
Scott is joined in the Exit Is Now Studio by EPI's Product Development Manager, Chase Ross. During this episode, Scott is in the hot seat as Chase asks him questions about EPI's initial transition to a virtual work and education model, how work from home impacted growth, and the most pressing question for any podcast host: how does Scott feel about…
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How To Increase The Value Of Your Business with Jordi Pujol
42:42
42:42
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42:42
SummaryIn this conversation, Jordi Pujol, an expert in investment banking and valuation, discusses the process of valuing a business. He highlights the importance of value markers, such as brand and customer list, as indicators of a company's value. Pujol also emphasizes the significance of process in creating value and scaling a business. He advis…
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How Incorporating Authenticity in His Brand Helped to Build His Business: A Conversation with Justin Castelli
50:32
50:32
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50:32
Scott Snider is joined by Justin Castelli on this episode of the Exit Is Now Podcast. If you joined EPI at the 2023 Summit you know Justin as one of our highest rated Power Session speakers. He is the Founder of RLS Wealth, PRST, and author of More than Money. On this episode Scott dives in to Justin's financial advisory and entrepreneurial journey…
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The Emotional Rollercoaster of Selling A UX Agency with Trenton Moss
42:08
42:08
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42:08
Trenton, the founder of a UX agency, shares his experience of selling his business. He discusses the background of his agency and the type of clients they worked with. Trenton talks about the growth and turnover of the agency, as well as the ownership structure and share options. He explains the reasons behind his decision to sell, including a diff…
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The Future of Exit Planning: A Discussion with Aaron Stine of Maus
59:30
59:30
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59:30
Aaron Stine joins Scott Snider in the Exit Is Now Podcast Studio to discuss the acquisition journey of Maus by his Private Equity firm. Delving into the strategic vision for Maus, Aaron sheds light on its trajectory and offers insights into the future landscape of exit planning. As one of the longest running partners of the Exit Planning Institute,…
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