ABOUT THIS EPISODE
Scott Snider takes the Podcast Stage again at the 2026 Exit Planning Summit and brings together four leaders who reflect the evolution of exit planning from early concept to a structured, scalable discipline.
Douglas Dickey and Craig West share perspective from the early days, when exit planning lacked formal process and required building systems from scratch. Today, their experience reinforces the importance of discipline, repeatable frameworks, and staying fully committed to helping business owners achieve meaningful outcomes.
Wally Waldron and Renee Russo highlight where the profession is heading. Through intentional collaboration, community building, and a deeper focus on personal planning, they demonstrate how advisors can create greater impact by aligning business value with the human side of the owner journey.
The takeaway is clear. Exit planning is not just about transactions. It is about building sustainable businesses, strong advisory ecosystems, and outcomes that matter beyond the deal.
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Learn more about the 2027 Exit Planning Summit:
https://exitplanningsummit.com/
Hear more from our guests:
https://www.linkedin.com/in/doug-dickey-5710a59/
https://www.linkedin.com/in/wallywaldron/
https://www.linkedin.com/in/craigwest/
https://www.linkedin.com/in/renee-russo-riseupbc/
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Want to learn more? Go to: https://exit-planning-institute.org/
Follow us on LinkedIn: https://www.linkedin.com/company/exit-planning-institute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
#ExitPlanningInstitute #ScottSnider #Podcast #PlanAccordingly
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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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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.
Douglas Dickey and Craig West share perspective from the early days, when exit planning lacked formal process and required building systems from scratch. Today, their experience reinforces the importance of discipline, repeatable frameworks, and staying fully committed to helping business owners achieve meaningful outcomes.
Wally Waldron and Renee Russo highlight where the profession is heading. Through intentional collaboration, community building, and a deeper focus on personal planning, they demonstrate how advisors can create greater impact by aligning business value with the human side of the owner journey.
The takeaway is clear. Exit planning is not just about transactions. It is about building sustainable businesses, strong advisory ecosystems, and outcomes that matter beyond the deal.
============================================
Learn more about the 2027 Exit Planning Summit:
https://exitplanningsummit.com/
Hear more from our guests:
https://www.linkedin.com/in/doug-dickey-5710a59/
https://www.linkedin.com/in/wallywaldron/
https://www.linkedin.com/in/craigwest/
https://www.linkedin.com/in/renee-russo-riseupbc/
============================================
Want to learn more? Go to: https://exit-planning-institute.org/
Follow us on LinkedIn: https://www.linkedin.com/company/exit-planning-institute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
#ExitPlanningInstitute #ScottSnider #Podcast #PlanAccordingly
============================================
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
============================================
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.
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United States
IN THIS EPISODE
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OTHER EPISODES IN THIS PODCAST
In Part 1 of this two part conversation, Scott Snider sits down with Renee Russo to explore one of the most critical, yet often overlooked, elements of value creation. Vision.
Renee breaks down why vision is not just a leadership exercise, but a strategic driver of focus, alignment, and long-term …
In Part 2 of this conversation, Scott Snider and Renee Russo shift from vision to execution by focusing on rhythm, the operating discipline that brings strategy to life.
Renee explains that even the strongest vision will fail without consistent habits, structured communication, and accountability.…
Live from the Podcast Stage at the 2026 Exit Planning Summit, Scott Snider brings together three perspectives that reinforce a critical idea. Great exits are built long before a transaction ever happens.Todd Yeiter (Thought Leader of the Year) shares how advisors can create real impact by building …
In this episode, Scott Snider continues the Vision and Rhythm conversation with Senior Director of Operations Chase Ross, focusing on two essential ingredients in the recipe for sustainable growth: Rhythm and Performance.
Drawing on his unique journey through multiple roles at Exit Planning Inst…
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