بهترین پادکست های Exit Planning Institute (2024)

1
Coaching Culture And The Family Business with Pete Walsh 54:35

2d ago54:35

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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Decision Points E41 - The Art of Hospitality with Benji Homsey of Duro Hospitality Group 1:06:51

4d ago1:06:51

1:06:51

Our guest this week is Benji Homsey, co-founder of Duro Hospitality Group. Join Doug Hudson and Scott Wood as they dive into Benji's journey from overseeing the development of Hotel Zaza to founding Duro Hospitality and launching successful restaurants like The Charles and El Carlos. Benji shares the challenges and triumphs of the hospitality indus…

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Creating Co-Owners: An Employee Stock Ownership Plan Journey 44:24

5d ago44:24

44:24

Celeste is joined by Gina Schaefer, Founder of Logan Hardware, who shares her remarkable journey from being laid off in tech three times, to building a flourishing chain of hardware stores in Washington, DC. Gina discusses the significant challenges she faced, including opening her first store in a neighborhood still reeling from the 1968 riots, an…

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Long Trains Runnin': How Freight Trains Impact U.S. Communities According to a Recently Released Study Requested by Congress 36:29

11d ago36:29

36:29

On September 17, 2024, the National Academies of Sciences, Engineering and Medicine released a report following a study of freight trains longer than 7,500 feet and their impacts on local communities. Requested by the U.S. Congress, the report recommends empowering regulatory agencies to address challenges such as safety concerns and traffic delays…

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Episode 183 - The Power of Legacy with Charlie Leichtweis 45:21

11d ago45:21

45:21

Charlie Leichtweis is the founder of Experts in How LLC, a business consultancy focused on family businesses and helping them create successful legacies. With over 40 years of experience, Charlie has served as a C-suite executive, advisor, and board member for numerous family-owned businesses. He is also the author of two books, 'The Power of Respe…

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Decision Points E40 - From Dishwashing to Leading a 2nd Generation Family Business with Dupree Scovell 1:05:43

11d ago1:05:43

1:05:43

This episode of Decision Points features Dupree Scovell, Managing Partner and Chief Investment Officer at Woodbine Development, a top real estate company headquartered in Dallas, TX. It all started at age 16 washing dishes in his family's hotel. Our guest dives into the influence of his family's history, the role of mentorship, and pivotal decision…

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A Business Owner’s Journey as an Educator and Advisor with Justin Goodbread 57:40

16d ago57:40

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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Decision Points E39 - The Power of Passion and Perseverance with Corby Davidson 52:52

18d ago52:52

52:52

Join us for an engaging conversation with Corby Davidson, co-host of 'The Ticket,' as he reflects on his 30-year journey in the radio business. In this episode of Decision Points, Corby and host Doug Hudson discuss the significance of chemistry in leadership, the challenges and rewards of following one's passion, and the drive that has brought him …

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Business Exit Planning Techniques for Tax Mitigation and Business Stability 58:34

19d ago58:34

58:34

If you would like to sell your business at some point, how far in advance should you be preparing for the exit? In today's episode of Planning Reimagined, the team at Robin Glen are diving into the world of business exit and succession planning. Celeste, Chris and Mike all share insights on ensuring robust estate and tax planning while thinking abo…

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Decision Points E38 - Navigating Business Success with Craige Stout 59:41

25d ago59:41

59:41

Join hosts Doug Hudson and Scott Wood as they sit down with Craige Stout, CEO global advisory firm Stout. In this episode of Decision Points, Craige shares his journey from his Michigan roots and his academic tenure at Michigan State University to leading a successful valuation and financial advisory firm. Through insightful anecdotes, Craige unvei…

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9-25-24 John Vickers, Blue Abyss, Best in Tech, VC fest 14:19

27d ago14:19

14:19

Summary In this episode of Weekly Impact, Jim Haviland and Kris Snyder discuss the ambitious vision of John Vickers and his project, Blue Abyss, which aims to revolutionize how we live on Earth and beyond. They explore the importance of persistence and patience in entrepreneurship, especially in the context of navigating challenges and growth. The …

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Flipping The Script: Paige Wysocki Interviews Scott Snider 42:43

1M ago42:43

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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EVolving Attitudes, Expanding Infrastructure: Electric Vehicles Are Charging Ahead Thanks to Public Sector Incentives. 50:21

1M ago50:21

50:21

The Washington Post recently reported that electric vehicles (EVs) now outnumber gas-powered cars in Norway, the first country to claim that distinction. The U.S. Joint Office of Energy and Transportation--a shared agency of the U.S. Departments of Energy and Transportation--was created in 2021 under the bipartisan infrastructure law to help facili…

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Decision Points E37 - Leadership Lessons and 25 Years of Wisdom with Rand Stagen 1:07:10

1M ago1:07:10

1:07:10

This week's episode of Decision Points features Rand Stagen, CEO of Stagen Leadership Academy, who brings 25 years of entrepreneurship to the table. Hosts Doug Hudson and Scott Wood dive into Rand's journey, from running a successful publishing business to transforming it into a leadership academy that helps CEOs and business owners find their unta…

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Planning for Unexpected Exits and Succession in Family-Owned Businesses 1:05:02

1M ago1:05:02

1:05:02

In this episode, we dive deep into the critical aspects of estate and business transition planning. Celeste welcomes experts Oliver Cohn and Israel Miller to discuss the necessity of a well-thought-out exit strategy for business owners. The conversation covers everything from ensuring business stability and proper due diligence to the emotional and…

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Episode 182 - Using Team Dynamics Assessment for Building a High-Performing Team with Christopher Morrison 41:45

1M ago41:45

41:45

Christopher Morrison is the co-founder and CEO of TeamDynamics, a groundbreaking platform that redefines team collaboration by focusing on team dynamics rather than individual personalities. With a background at leading consulting firms like McKinsey and a successful track record in tech startups, Christopher brings a wealth of experience in organi…

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09-17-24 Embrace Per Insurance, Finding your Partner, Marketing Moves 17:13

1M ago17:13

17:13

Summary In this episode, Jim Haviland and Kris Snyder review Lay of the Land #183 that features Laura Bennett and Alex Krooglik, formerly of Embrace Pet Insurance, and discuss the journey of early-stage entrepreneurs, focusing on the challenges they face, the importance of market research, and the dynamics of investor responsibilities. The conversa…

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Decision Points E36 - How Community-Centric Strategies are Transforming Social Innovation with Daron Babcock 1:06:15

1M ago1:06:15

1:06:15

Join us for another episode of Decision Points, where we reconnect with Daron Babcock, Director of Community Transformation at Stand Together Foundation. If you missed our previous episode with Daron, we encourage you to take a listen. We dive a little deeper in this episode, as Darren shares how his perspective on empathy, entrepreneurship, and in…

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From Service to Success With Mo Mahoney and Travis Rose 47:50

1M ago47:50

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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Revisited: Alone in the Crowd: Long-haul truckers fight isolation through satellite connections. 25:27

2M ago25:27

25:27

With National Truck Driver Appreciation Week (Sept. 15-21) just around the corner, it seemed a good time to revisit our interview with Mark Willis from almost exactly one year ago. This is the week in which the trucking industry celebrates the contributions of roughly 3.5 million professional truck drivers nationwide, who deliver the essential good…

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9-9-24 Dan Nitowsky, Tiger 21, Peer Groups, VC Fest 15:49

2M ago15:49

15:49

The conversation discusses the importance of peer groups and support networks for entrepreneurs who have exited their businesses. It highlights the need for planning and preparation for life after the liquidity event. The episode also introduces the Lay of the Land episode featuring Dan Nitowsky of Tiger 21, a peer group that focuses on wealth pres…

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Decision Points E35 - Cultivating a Family-First Business Culture at SystemWare with Frankie Basso 1:00:36

2M ago1:00:36

1:00:36

In this week’s episode of Decision Points, Frankie Basso, President and CEO of SystemWare, dives into the foundational role that family values play in creating a strong corporate culture. Leading a company that was started by his father in the 1980s, Basso has successfully woven these principles into the fabric of SystemWare, fostering a work envir…

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Proactive Risk Management & Building Your Team of Advisors 55:40

2M ago55:40

55:40

Have you surrounded yourself with the right business advisors to help you correctly navigate the ups and downs? In this episode of Planning Reimagine, Celeste welcomes Susan Bryant, CEO and founder of Unboxed Advisors, who brings over 20 years of experience in CPA, tax planning, and investment advising. They dive deep into a critical yet often over…

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Episode 181 - Kelly Finnell, Author of The ESOP Coach, Explains How ESOPs Work 28:56

2M ago28:56

28:56

Kelly Finnell is a leading expert in Employee Stock Ownership Plans (ESOPs) with over 40 years of experience. As one of the nation’s premier ESOP consultants, Kelly has designed and executed numerous ESOPs and has shared his expertise at more than 300 conferences and meetings globally, including in London and Sydney. In 2010, Kelly authored "The ES…

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9-3-24 Fred DiSanto of Ancora, Annual Planning, Don't Wait 16:02

2M ago16:02

16:02

In this conversation, Jim Haviland and Kris Snyder discuss Lay of the Land #181 with Fred DiSanto of Ancora, the importance of wisdom and earned wisdom, the value of trusted relationships and introductions, the benefits of being part of a community, the role of mentorship in personal and professional growth, the importance of making decisions and t…

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Decision Points E34 - An Entrepreneurial Journey with Kishore Khandavalli 1:04:54

2M ago1:04:54

1:04:54

This week, True North is excited to invite guest Kishore Khandavalli, a visionary entrepreneur who transitioned from a small town in India to becoming the CEO of multiple thriving software companies in the United States. Starting with just $3,000 and a dream, Khandavalli’s initial steps in the United States took him from chemical engineering to the…

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Partnering For Success: Dan Grammann and Greg Maddox on Business Growth 1:10:13

2M ago1:10:13

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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Celebrating a Lifetime Storyteller: Bernie Fette passes the baton to our podcast's new host, Allan Rutter. 35:21

2M ago35:21

35:21

This 89th episode of Thinking Transportation is a landmark event. Host Bernie Fette, who is retiring from service to the state of Texas after more than 30 years, is passing the podcast hosting baton to Allan Rutter, TTI's Freight Practice Leader. Included in his decades of transportation-related employment, Allan served as Federal Railroad Administ…

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8-26-2024 Rust Belt Recruiting, Bootstrapping, Best in Tech 14:48

2M ago14:48

14:48

In this episode, Jim Haviland and Kris Snyder discuss their upcoming events and dive into the conversation with Taylor Evans about Rust Belt Recruiting. They talk about the importance of having a strong brand name, the challenges of expanding into new areas of business, and the significance of having a consistent operating system. They also touch o…

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Decision Points E33 - Designing the Future of Workspaces with Lindsay Wilson 1:04:09

2M ago1:04:09

1:04:09

How can a successful office space foster creativity and productivity? In this week’s episode of Decision Points, Lindsay Wilson, the president and principal of Corgan, shares her journey from cheerleader in Conway, Arkansas to a visionary leader in the world of architectural design. Guided by a profound belief in the transformative power of design,…

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8-19-24 Weekly Impact - Founder Dinners, Crain's Top Employers, Get Your Numbers Right 14:48

2M ago14:48

14:48

In this conversation, Jim Haviland and Kris Snyder discuss various topics including founders' dinners, the grand opening of Encore Venture Labs, the Ohio VC Fest, and the importance of focusing on numbers in business. They emphasize the value of networking, seeking feedback, and building a strong team. They also highlight the recognition received b…

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Decision Points E32 - Building a Legacy Beyond the Gridiron 1:00:50

2M ago1:00:50

1:00:50

In this episode of Decision Points, our guest is Jeff Staubach, founder of Staubach Capital and son of NFL legend Roger Staubach. Beyond his father's shadow, Jeff has carved out his own path in the real estate industry, embodying an unwavering commitment to personal and professional growth. We dive into his transition from sports to business, where…

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High Net Worth Advisory: Small Firms vs. Large Financial Institutions 53:35

2M ago53:35

53:35

In a world of AI investments and large financial firms, is there a secret that high-net-worth investors know about when it comes to holistically looking at opportunities? In this episode of Planning Reimagined, Celeste and Kris welcome Phil Pilibosian, Senior Managing Director at US Capital Wealth Advisors, for an in-depth discussion on the critica…

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Not So Fast! Can driver behavior influence how speed limits are set? 29:44

2M ago29:44

29:44

Factors that determine speed limits on a given roadway have a lot to do with physical conditions along the route, but how fast drivers want to go figures into the equation, too.توسط Bernie Fette, Marcus Brewer

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Culture and Valuation: Key Factors In Business Success With Terry Johnson 48:46

2M ago48:46

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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How to Run a Successful Multigenerational Family Business with Bard Manufacturing 32:32

2M ago32:32

32:32

In 1914, Dale Bard launched Bard Manufacturing Company in Bryan, Ohio. Today, Bard Manufacturing is an international leader in the commercial heating and cooling industry known for its integrity, quality products, and exceptional customer service. In this episode, Host Jordan Rodriguez interviews leaders from the 4th Generation (Bill Steel and Pam …

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8-12-24 Andor Creative, Exit Planning Institute 15:15

2M ago15:15

15:15

In this conversation, Jim Haviland and Kris Snyder discuss various topics including leadership development, the importance of having an exit plan for businesses, and the value of financial modeling. They highlight the need for leaders to continuously develop their skills as their businesses grow and evolve. They also emphasize the significance of p…

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Decision Points E31 - Joe Eastin’s Rise from Rural Roots to Global Business 1:09:01

2M ago1:09:01

1:09:01

On this week’s episode of Decision Points, True North invites guest Joe Eastin, Executive Chairman and Chairman of the Board at ISN. Raised on a farm outside Tulsa, Oklahoma, Joe's upbringing instilled in him the values of hard work and determination. His early days in Adair, under the influence of his World War II veteran father and a devoted moth…

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8-5-24 Joshua Edwards, Digital-C, Community Flywheel, EPI 14:50

3M ago14:50

14:50

In this conversation, Jim Haviland and Kris Snyder discuss the importance of good infrastructure and solving the digital divide. They highlight the work of Joshua Edmonds, who is working on providing affordable internet access through his company Canopy. They also touch on the history of internet connectivity and the need for access to healthcare a…

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7-29-2024 Bob Malley, Cleveland Innovation Summit 15:02

3M ago15:02

15:02

In this conversation, Jim Haviland and Kris Snyder discuss the story of Bob Malley and Malley's Chocolates, a successful family business. They highlight the importance of succession planning and the respect for the work that went before. They also discuss the concept of 'Malley moments' and how the emotional impact of a product can create a lasting…

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7-22-24 Craig Hassall (Playhouse Square) IoVs and Innovation Summit 12:11

3M ago12:11

12:11

In this episode, Jim Haviland and Kris Snyder discuss their recent interviews with non-traditional entrepreneurs and their impact on the Cleveland community. They highlight the importance of changing the negative perception of Cleveland and embracing its rich history and authenticity. They also discuss the cyclical nature of cities and the need for…

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7-15-2024 Lost & Found in Cleveland, Encore Venture labs 9:17

3M ago9:17

9:17

In this episode, Jim Haviland and Kris Snyder discuss the entrepreneurial journey of Keith Gurchuk and Marissa Guterman, who made a film called 'Lost and Found in Cleveland'. They talk about the importance of purpose over paycheck and the difference between working for a paycheck and seeking purpose in work. They also highlight the level of hustle …

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7-8-24 Forward Hospitality and Creative Infrastructure 12:17

3M ago12:17

12:17

In this episode, Jim Haviland and Kris Snyder discuss the recent podcast episode with Mitchell Vargo from Forward Hospitality Group. They highlight the importance of having an intentional operating system for business success and the benefits of implementing EOS (Entrepreneurial Operating System). They also talk about the creative infrastructure in…

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7-1-24 Genome Oncology , Q3, learning to record version 15:51

3M ago15:51

15:51

In this conversation, Jim Haviland and Kris Snyder discuss three main topics: the Lay of the Land podcast with Ian Mauer of Genome Oncology, their sessions for the week, and the start of Q3. They highlight Ian's description of Genome Oncology as a clinical decision support system and his approach to learning and evolving. They also discuss the role…

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6-24-24 Umberto Fedeli, EO, and Entrepreneurial Restauranting 17:22

3M ago17:22

17:22

In this conversation, Jim Haviland and Kris Snyder discuss various topics related to business building and entrepreneurship and the lessons learned from Umberto Fedeli. They talk about the importance of being a student of the game and continuously learning, as well as the significance of having a clear purpose and being in the right place doing the…

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6-17-24 Vytalize, E&Y Winners, Impact Moments 15:46

3M ago15:46

15:46

In this conversation, Jim Haviland and Kris Snyder discuss three main topics: the podcast episode with Matt Shapiro from Vitalize, the Ernst & Young Entrepreneur of the Year awards, and their session days. They highlight key takeaways from each topic, including the stages of business development, the importance of clear communication, and the need …

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6-10-24 Atomic Industries, Landi Industries, Burk Enterprises, Color3 11:58

3M ago11:58

11:58

Jim Haviland and Kris Snyder discuss Lay of the Land episode #169 with Aaron Slodov, including Aaron's Manifesto, his mission to exascale American manufacturing, and the importance of skilled labor. They talk about Jeremiah Landi who helps startups turn ideas into products and his multi-faceted background. Finally, they mention Introductions of Val…

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6-3-24: Oko, North Coast Ventures, EO CLE 10:43

3M ago10:43

10:43

This episode reviews the Lay of the Land podcast with Darren A. Small and his company, Oko, AI and workflow automation. Also discussed event by North Coast Ventures is also discussed, mentioning portfolio companies like Society Brands. The episode concludes with a conversation about EO, a business owner's network. This week's Lay of the Land episod…

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Trusts and Estate Planning for International Clients 1:10:01

3M ago1:10:01

1:10:01

Hosts Kris Stegall and Celeste Moya are joined by International Wealth specialists Robert Smith and Steve Hare to discuss financial and estate planning in a globalized world. The conversation covers what companies and individuals need to know when investing in other countries. They discuss various tax-related issues, including capital gains tax hik…

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Episode 180 - The Winning Mindset: Strategies from Elite Athletes to Achieve Peak Performance 27:41

3M ago27:41

27:41

Dr. Kimberly Wagner is a licensed psychologist and performance coach with over a decade of experience working with elite athletes and business professionals, including Major League Baseball players. She conducted a study on the mental skills and characteristics that enhance performance in Major League Baseball players, which led to the development …

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