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Financially Simple Bizcast

The Financially Simple podcast is your one-stop resource for small business owners. Gain unique insights into growing, refining, and selling businesses. You will hear ways business owners have reduced their tax liabilities, increased their income, improved office morale, saved for the retirement of their dreams, and more.
Host Justin Goodbread is a serial entrepreneur, award-winning CFP® (Certified Financial Planning professional), CEPA® (Certified Exit Planning Advisor), and CVGA® (Certified Value Growth Advisor) with years of experience guiding business owners from start to exit in their business.

Mar 19, 2018

In episode 39 of Financially Simple, Justin interviews Chris Snider of The Exit Planning Institute.

Chris Snider is a Certified Exit Planning Advisor, author of Walking to Destiny a guide for Business owners, CEO of Aspire Management, and President of the Exit Planning Institute. Justin talks to Chris about the Exit Planning Institute, the ins and outs of Exit Planning, valuing your Business, and more.

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01:01 - Chris Snider

03:05 - Aspire Management Inc

04:20 - Exit Planning Institute

04:37 - What’s happening in the Exit Planning world?

05:57 - How does the EPI meet Business Owner’s needs?

07:44 - Who uses the EPI?

09:33 - Who are the primary players on the Exit Plan?

11:40 - When should Exit Planning begin?

14:23 - Who should be the first point of call?

16:06 - The Value Gap

18:36 - Is your net worth mostly your business?

20:02 - What is the biggest roadblock to overcome?

21:21 - Other reasons for the importance of good Exit Planning?

22:35 - The Four Cs



Financially Simple

Snider Value Index

Aspire Management Inc

The Exit Planning Institute

EPI CEPA Directory



Neither Financially Simple, LLC nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances. Justin Goodbread, CEO of Heritage Investors, LLC, a Registered Investment Advisor, is an Investment Advisor Representative who offers advisory services through Heritage Investors. The information contained within the podcast is for informational purposes only and not considered investment advice. Seek help from a competent Financial Advisor.