The Exit Playbook for Business Owners with Scott Snider
Your Wealth & Beyond: Secrets of Successful Entrepreneurs
Release Date: 09/12/2025
The Risk Management Corner: Is Your Coverage Keeping Up?
Your Wealth & Beyond: Secrets of Successful Entrepreneurs
The moment you open your doors, you take on risk. Most business owners put basic coverage in place when they started the company and haven't given it a real look since. Meanwhile the business has grown, the exposures have changed, and the broker who sold the policy only calls at renewal. In this episode of Your Wealth and Beyond, Andrew Rafal and Brian Hartstein continue the Four Corners of Business Owner Planning series with the Risk Management Corner. They cover property and casualty coverage, cybersecurity, workers' comp, business interruption, and the quiet items like the 401(k) plan bond...
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The Legal Corner: The Questions Most Business Owners Never Think to Ask
Your Wealth & Beyond: Secrets of Successful Entrepreneurs
Most business owners have worked with an attorney at some point. Usually it was to set up the business entity. Then it was done. What they do not always realize is how much gets left behind when the legal piece stays event-driven and disconnected from the rest of the plan. Entity structure, liability protection, exit strategy, benefit plan compliance — the legal corner of a business owner's financial picture touches nearly everything. And if nobody is coordinating it with the accounting, the investments, and the overall plan, the gaps quietly compound. In this episode, Andrew Rafal and Brian...
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The Tax Corner: Are You Asking the Right Questions?
Your Wealth & Beyond: Secrets of Successful Entrepreneurs
Most business owners leave their planning meetings feeling good about the conversation. But if nobody follows through on what was discussed — and nobody knows who is supposed to — the whole year gets wasted. In this episode, Andrew Rafal and Brian Hartstein pick up where they left off in Episode 123, going deeper into the Tax Corner of the Four Corners of Business Owner Planning. This time it is about the roadmap — the specific planning areas every business owner should be asking their advisory team about, and the real-world examples that show what happens when those questions go...
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The Tax Corner: Your Team and Knowing Their Roles
Your Wealth & Beyond: Secrets of Successful Entrepreneurs
Most business owners have a CPA, an attorney, and a financial advisor on their team. But if nobody is driving the plan, the best opportunities get missed — not because the team is bad, but because nobody knows who is supposed to be doing what. In this episode, Andrew and Brian dig into the Tax Corner of the Four Corners of Business Owner Planning — starting with the question most business owners never think to ask: Does everyone on your advisory team actually know their role? With decades of experience working with business owners across complex planning scenarios, Brian and Andrew...
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The Four Corners of Business Owner Planning (Where You’re Losing Money)
Your Wealth & Beyond: Secrets of Successful Entrepreneurs
Most business owners spend their time focused on growth — revenue, employees, and operations. But the biggest opportunities to build wealth often aren’t in the day-to-day. They’re in how the business is structured, how advisors work together, and how efficiently profits are turned into personal wealth. In this episode, Andrew is joined by Bayntree Wealth’s Director of Corporate Development, Brian Hartstein, to introduce the Four Corners of Business Owner Planning — a framework for identifying where businesses are losing money and where untapped opportunities exist. With over three...
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Choosing a CPA: The Questions Business Owners Should Be Asking
Your Wealth & Beyond: Secrets of Successful Entrepreneurs
Choosing the right CPA is one of the most important decisions a business owner will ever make, yet it’s also one of the most misunderstood. Many entrepreneurs assume their CPA is proactively looking for opportunities to reduce taxes and improve efficiency throughout the year, only to realize too late that most planning happens in hindsight. Today, I’m joined once again by Bayntree’s Director of Corporate Development, Brian Hartstein, for a deeper conversation about how business owners can evaluate whether their CPA is truly the right fit. We break down the different types of CPA firms,...
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From Hustle to Scale: How a Multi-Generational Arizona Business Built Systems for Growth
Your Wealth & Beyond: Secrets of Successful Entrepreneurs
Many business owners reach a point where sheer grit and hard work are no longer enough to keep growing. What once fueled success can eventually become a ceiling if structure, systems, and leadership don’t evolve alongside the business. In this episode, I’m sitting down with Brad Levkowitz, co-owner of , to explore his journey of growing a multi-generational family business. Brad shares how early lessons from working alongside his father and grandfather shaped his work ethic, leadership style, and approach to long-term growth. We dive into the realities of building through economic...
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High Performance Entrepreneurship: Blake Uptain on the Moxie Mindset and Community-Driven Growth
Your Wealth & Beyond: Secrets of Successful Entrepreneurs
Many entrepreneurs reach a point in their careers where the traditional corporate path no longer aligns with their values, energy, or passions. For today’s guest, that moment came when he realized the culture surrounding him no longer reflected the performance-driven lifestyle that fueled his passions and motivated him. Today, I’m sitting down with my longtime friend and serial entrepreneur, Blake Uptain, founder of and . Blake shares how his journey began with a passion for fitness, a talent for building relationships, and an instinct for creating environments where people...
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The Owner’s Retirement Blueprint: Design a Plan, Reduce Taxes, Retain Talent
Your Wealth & Beyond: Secrets of Successful Entrepreneurs
As another tax year comes to a close, many successful business owners are undoubtedly asking themselves the same question: How do I keep more of what I’ve earned away from Uncle Sam this year? In this episode, I’m sitting down with Bayntree’s Director of Corporate Development, Brian Hartstein, to break down year-end strategies to help entrepreneurs and high-income earners make the most of their pre-tax dollars and reduce their biggest expense: Taxes. With over 30 years of experience collaborating with business owners, CPAs, and plan administrators, Brian has seen firsthand how many...
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From Burnout to Breakthrough with Cary Ballou
Your Wealth & Beyond: Secrets of Successful Entrepreneurs
The stress and anxiety of high-pressure careers can take a heavy toll on mental health, relationships, and physical well-being. Many business owners and professionals live with constant overwhelm, numbing themselves through long days instead of finding actual relief. But what if there was a practice that could calm the nervous system, ease stress, and even spark personal transformation without years of training or expensive therapy? After decades of working in demanding corporate roles, Cary Ballou experienced burnout, loss, and a sense of disconnection from her authentic self. Her turning...
info_outlineFor most entrepreneurs, building a business is the dream — but exiting successfully is often an afterthought. Most business owners pour their lives into creating a company only to face regret, financial gaps, or a lack of purpose when it’s time to transition. Today, we’ll uncover what it takes to align your business, personal, and financial goals, so your exit leads not just to financial security, but to significance and fulfillment.
Joining me is Scott Snider, President of the Exit Planning Institute (EPI) and a nationally recognized leader in exit planning. Scott started his first business at 17, sold it by 24, and now helps entrepreneurs create transferable value and prepare for life after business ownership. He and his father have grown EPI into a global organization that educates thousands of advisors and empowers business owners to look beyond profit.
In our conversation, Scott shares his entrepreneurial journey, including the lessons learned from selling his first company, the emotional hurdles of defining identity outside of business, and why so many owners fail to prepare for what comes next. We discuss the Value Acceleration Methodology™, the importance of building enterprise value through structural, human, social, and customer capital, and why personal planning is just as critical as business strategy.
Whether you’re years away from a sale or facing one sooner than expected, this episode will help you reframe your approach to leadership, value creation, and long-term wealth.
In this podcast interview, you’ll learn:
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The three “legs of the stool” that every business owner needs to align before an exit.
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How CEPAs help business owners prepare for a successful and profitable exit.
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Why many business owners grow profitable companies but fail to create transferable value.
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The Four Intangible Capitals that account for 80% of a company’s value and how to improve them.
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How Scott uses the Family Business Blueprint to encourage communication in family owned businesses.
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Why Scott believes Entrepreneurship Through Acquisition (ETA) is an emerging trend for exiting a business.
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How AI will be a net positive for the advisor industry if you’re willing to learn and adapt.
Find All Interview Resources Here - www.bayntree.com/116
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