Exit planning starts long before the exit. In this episode, Host Jordan Rodriguez interviews Scott Snider, President of the Exit Planning Institute (EPI) and Operating Partner of Snider Premier Growth, a small family investment company. He’s a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Hear his entrepreneurial background, the ways the government can help small business owners, how the demographics of business owners have changed over the past decade, how we can improve exit planning education, and the most difficult part of the exit planning process. Connect with Scott on LinkedIn and Jordan at WSWealthManagers.com

Learn more about exit planning here:

EarnCEPA.com

OwnerReadiness.com

M&A is a process - not an event. In this episode, Host Jordan Rodriguez interviews Scott Mashuda, Co-Founder and Managing Director of REAG. They’re a certified and award-winning lower-middle market investment bank who are experts in the sale, acquisition, valuation, dissolution, and consolidation of closely-held companies. Hear how Scott decided to start his own firm, what we can learn from failure, how to make your business attractive to buyers, common misconceptions about M&A, and how to look at the big picture - not just price. Connect with Scott at REAG.com and Jordan at WSWealthManagers.com

Welcome to Price Discovery: Money & Mindset! It takes a ton of effort and experience to become an elite operator. In this episode, Host Jordan Rodriguez interviews Jon Park, the retired Founder, Chairman, and CEO of Westfield Bank - a 2001 startup and now one of Ohio’s largest community banks. He currently serves as a Director of 4 corporations - 2 as Chairman - and works with business owners, CEOs, and CFOs as an advisor, coach, and independent sounding board on business strategy, financial, acquisition, and talent matters. Hear how to make hiring decisions, your most important responsibilities as an operator, how to find organic growth opportunities, what to look for in an executive assistant, and the biggest misconception about being a CEO. Connect with Jon at JonParkAdvisory.com and on LinkedIn, and Jordan at WSWealthManagers.com