Partner Summit Special: The Role of Valuation in Exit Planning

Exit Is Now - Plan Accordingly With Scott Snider

Exit Is Now - Plan Accordingly With Scott Snider
Partner Summit Special: The Role of Valuation in Exit Planning
Oct 30, 2025 Season 3 Episode 22
Scott Snider

Join us for a Partner Summit Special episode of The Exit Is Now podcast as Scott Snider welcomes Shina Culberson, President of Quist Valuation. With more than 40 years of experience, Quist specializes exclusively in business valuation and serves as a trusted partner to CEPAs nationwide. In this conversation, Shina explains why valuation is purpose-driven, outlines the different approaches used across the Value Acceleration Methodology, and walks through the process of delivering a certified valuation. She also explores the role of AI in valuation and why judgment, experience, and relationships remain irreplaceable. Whether you are an advisor guiding clients or an owner beginning your exit journey, this episode will deepen your understanding of valuation’s critical role.

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.

Episode Artwork Partner Summit Special: The Role of Valuation in Exit Planning 36:24 Episode Artwork Flipping the Script: Drew English Interviews Scott Snider 38:14 Episode Artwork Partner Summit Special: Collaboration Over Competition 28:02 Episode Artwork DriveValue.com Special: Cultivates Role in the Exit Planning Ecosystem 39:56 Episode Artwork Capacity, Clarity, and Culture: Building Healthy Teams 57:50 Episode Artwork Flipping the Script: Kyle Danner Interviews Scott Snider 51:50 Episode Artwork Never Again: Lessons from Losing a $10M Client 44:40 Episode Artwork DriveValue.com Special: Creating Value, Closing Deals, Lessons from 25 Years in M&A 45:50 Episode Artwork Flipping the Script: Joe Slatter Interviews Scott Snider 43:32 Episode Artwork Flipping the Script: Joe Seetoo Interviews Scott Snider 50:20 Episode Artwork Summit Special featuring Renee Russo, Ken Sanginario, & ELLA 53:01 Episode Artwork Summit Special featuring Carrie Kerpen and Chris Snider 42:27 Episode Artwork Summit Special featuring Joe Seetoo, Rick Krebs, & Rich Jackim 54:00 Episode Artwork Carving Businesses From Businesses: Lasting Company Growth 51:16 Episode Artwork Industry Trends and Statistics with Amy Wirtz 43:38 Episode Artwork Crafting a Thriving Culture: Next-Gen Leadership & Business Mindset 44:44 Episode Artwork Leadership Pipeline: Strengthening Owner Ties and Growing Future Leaders 54:51 Episode Artwork Flipping the Script: Sean Hutchinson Interviews Scott Snider 47:06 Episode Artwork Meet Amy Wirtz - 2024 Exit Planner of the Year 58:34 Episode Artwork Life After the Exit: The Importance of Personal Planning 47:52 Episode Artwork The Ultimate Partnership: Can Your Spouse Be Your Most Trusted Business Advisor? 47:54 Episode Artwork Flipping the Script: Amy Wirtz Interviews Scott Snider 49:43 Episode Artwork A Look Back at the Top Three Exit Is Now Moments from 2024! 48:32 Episode Artwork Navigating Changing Advisory Firms and Personal Planning with Julie Keyes 44:08 Episode Artwork Flipping the Script: Chris Snider Interviews Scott Snider 1:13:39