What does it take to build a business that isn’t just profitable today, but valuable, resilient, and meaningful over the long term?
In this episode, I sit down with Scott Snider, President of the Exit Planning Institute (EPI). Scott and his team work with advisors across the country to help business owners align their business, personal, and financial goals—not just to prepare for a future exit, but to live better as an owner right now.
We cover:
Why exit planning is less about a transaction and more about designing a good life.
The generational differences in how Baby Boomers, Gen X, and Millennials think about success, meaning, and legacy.
Why 75% of owners regret selling their business—and how to avoid being one of them.
The “four Cs” of decentralizing a business beyond the founder: human, customer, structural, and cultural capital.
How to find and lean into your company’s true competitive advantage.
The range of exit paths—from PE firms and ETA (entrepreneurship through acquisition) to employee buyouts and family transitions.
Scott also shares his own leadership journey scaling EPI, and the lessons he’s drawn from reshaping culture, vision, and values inside his own company.
If you’re a founder, executive, or advisor navigating questions of value, succession, and legacy—this one is worth your time.
Resources Mentioned:
Exit Planning Institute: earncepa.com
Owner Readiness research: ownerreadiness.com
