Exit is Now: Plan Accordingly · 2026-04-30 · 47 min
Live from the Podcast Stage at the 2026 Exit Planning Summit, Scott Snider brings together three perspectives that reinforce a critical idea. Great exits are built long before a transaction ever happens. Todd Yeiter (Thought Leader of the Year) shares how advisors can create real impact by building collaborative ecosystems, activating their networks, and helping business owners engage in value creation earlier. Neil McPeak Jr. (Nominee for Exit Planner of the Year) adds a powerful lesson from experience, explaining how losing a major opportunity led him to reposition as a pre sale advisor and lead with personal planning to better serve owners through transition. JT Tatem (President of Transworld Business Advisors) rounds out the conversation with insight into today’s M&A market, where demand from buyers continues to outpace the supply of truly prepared businesses. His perspective reinforces the need for early alignment, strong advisory teams, and businesses that are built to be attractive long before they go to market. Together, these conversations highlight a clear takeaway. Exit planning is not an event.
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