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 program in their journey to becoming trusted advisors. The conversation also touches on leadership, communication, and the value of collaboration in exit planning.

Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute

Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/

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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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CONNECT WITH SCOTT ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA

Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835

Website: https://exit-planning-institute.org

#ExitPlanningInstitute #ScottSnider #Podcast

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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.

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 survey and explore six key business elements that create significant value. Their deep business owner research complements the survey, providing valuable insights into owner readiness and business growth.

Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute

Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/

============================================

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

============================================

CONNECT WITH SCOTT ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA

Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835

Website: https://exit-planning-institute.org

#ExitPlanningInstitute #ScottSnider #Podcast

============================================

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.

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, sponsoring a NASCAR team, and the importance of company culture. Terry emphasizes the significance of owner education and the value of thorough business valuation and integration planning.

Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute

Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/

============================================

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

============================================

CONNECT WITH SCOTT ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA

Facebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835

Website: https://exit-planning-institute.org

#ExitPlanningInstitute #ScottSnider #Podcast

============================================

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.