This is Episode #3 and you’ll hear Host Jordan Rodriguez interview Scott Snider, President of the Exit Planning Institute (EPI) and Operating Partner of Snider Premier Growth. Listen to the audio episode on Apple Podcasts, Spotify, and your other favorite podcast spots – Follow and leave a 5-star review if you’re enjoying the show!
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Show Notes
Learn more about Price Discovery: Money & Mindset
Price Discovery: Money & Mindset Episode #3: Business Owner’s Mindset with Scott Snider, Exit Planning Institute (EPI)
Exit planning starts long before the exit. In this episode, Host Jordan Rodriguez interviews Scott Snider, President of the Exit Planning Institute (EPI) and Operating Partner of Snider Premier Growth, a small family investment company. He’s a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Hear his entrepreneurial background, the ways the government can help small business owners, how the demographics of business owners have changed over the past decade, how we can improve exit planning education, and the most difficult part of the exit planning process. This episode covers everything from exit planning to owning a business. Here’s a small sample of what you will hear in this episode:
What role should Washington play in small business & entrepreneurship?
How have the demographics of small business owners changed in recent years?
What’s the difference between a successful company and a significant company?
Are business planning and exit planning the same?
What’s the most difficult part of the exit planning process?
How can business owners get better at exit planning?
What’s a common misconception among business owners?
Connect with Scott on LinkedIn, learn more about exit planning at EarnCEPA.com and OwnerReadiness.com, and connect with Jordan at WSWealthManagers.com.
Show Notes
Business Owner’s Mindset with Scott Snider, Exit Planning Institute (EPI)
[0:18] Welcome to Price Discovery: Money & Mindset
[0:45] Connect with Scott on LinkedIn, learn more about exit planning at EarnCEPA.com and OwnerReadiness.com, and connect with Jordan at WSWealthManagers.com
[2:00] How was Scott’s vacation?
[2:54] EPI (Exit Planning Institute)
[4:48] Did Scott go to college?
[12:01] What role should Washington play in small business & entrepreneurship?
[15:32] How have the demographics of small business owners changed in recent years?
[20:16] What’s the difference between a successful company and a significant company?
[21:08] Balance Sheet, Revenue
[23:52] What do business owners need to do a better job of?
[27:15] What is the younger generation doing better in the exit planning process?
[29:45] What would Scott say to a business owner who hasn’t thought about exit planning?
[32:42] Are business planning and exit planning the same?
[35:25] What’s the most difficult part of the exit planning process?
[39:08] What’s a common misconception among business owners?
[40:19] Connect with Scott on LinkedIn, learn more about exit planning at EarnCEPA.com and OwnerReadiness.com, and connect with Jordan at WSWealthManagers.com
[41:25] Subscribe to Price Discovery: Money & Mindset on your favorite podcast platform and YouTube, and learn more about Jordan at WSWealthManagers.com
[41:37] Price Discovery: Money & Mindset is brought to you by Wernick Spear Wealth Managers and Chagrin Valley Business Strategies. Opinions expressed by Jordan and guests are their own and do not represent investment advice, solicitation, or the like.
What is Price Discovery: Money & Mindset?
Wealth. Business. Personal finance. Each episode, hear thought leaders, business owners, and finance experts share their tales of successful entrepreneurship, innovative financial strategies, and the art of balancing wealth with personal fulfillment. Hosted by Jordan Rodriguez, CFP, CEPA, a seasoned expert in wealth management and business consulting. Presented by Chagrin Valley Business Strategies and Wernick Spear Wealth Managers.
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