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Timing the Transition: When and How to Start Exit Planning (Feat: Scott Snider)

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Manage episode 484039998 series 3317149
Content provided by Bob Bedritis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bob Bedritis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this episode of Lessons by the Lake, we sit down with Scott Snider, President of the Exit Planning Institute, to explore one of the most critical—and often overlooked—phases in a business owner’s journey: knowing when and how to begin planning your exit.

Scott shares expert insights on the strategic importance of timing, how early preparation creates more attractive, valuable businesses, and what missteps to avoid along the way. Whether you're a business owner considering a sale in the next few years or a trusted advisor to one, this conversation offers practical frameworks and real-world examples to help guide successful transitions.

Chapters:

0:00 - Introduction

3:23 - The exit planning process

8:01 - The owner readiness survey findings

19:14 - When to begin the exit planning process

28:39 - Finding your meaning and purpose

33:32 - How to get in touch with Bob and his team

34:44 - Closing remarks

  continue reading

35 episodes

Artwork
iconShare
 
Manage episode 484039998 series 3317149
Content provided by Bob Bedritis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bob Bedritis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this episode of Lessons by the Lake, we sit down with Scott Snider, President of the Exit Planning Institute, to explore one of the most critical—and often overlooked—phases in a business owner’s journey: knowing when and how to begin planning your exit.

Scott shares expert insights on the strategic importance of timing, how early preparation creates more attractive, valuable businesses, and what missteps to avoid along the way. Whether you're a business owner considering a sale in the next few years or a trusted advisor to one, this conversation offers practical frameworks and real-world examples to help guide successful transitions.

Chapters:

0:00 - Introduction

3:23 - The exit planning process

8:01 - The owner readiness survey findings

19:14 - When to begin the exit planning process

28:39 - Finding your meaning and purpose

33:32 - How to get in touch with Bob and his team

34:44 - Closing remarks

  continue reading

35 episodes

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