CEPA Success Stories: 2018 Excellence in Exit Planning Award Nominations


CEPA Success Stories: 2018 Excellence in Exit Planning Award Nominations

CEPAs and their influential networks are changing the way owners think and creating measurable impact in their local markets.  As exit planning emphasis rises and becomes top of mind for owners and advisors alike, what can you learn from those in the field that are using CEPA to (1) distinguish their firm in an over-saturated, competitive market, (2) improve the way they interact and engage owners in their specialty, and (3) showcase their thought leadership, gain visibility, and grow impact.

To acknowledge and praise these trailblazing advisors (like you), EPI introduced the annual Excellence in Exit Planning Awards, presented every year at the Exit Planning Summit.

The Excellence in Exit Planning Awards are the highest honors offered in the exit planning industry and are awarded to CEPAs who make significant contributions to the industry, exemplifies the core values and characteristics of EPI and the CEPA designation, while making a uniquely significant impact on the larger exit planning profession on a local, regional, national and/or international scale.


  • The Member of the Year Award
  • The Leader of the Year Award
  • The Peter Christman Exit Planner of the Year Award


The 2018 nominations were overwhelming and we are pleased to announce the nominees and share their stories with you so you can glean insights, identify opportunities for collaboration, and adopt any successful strategies that are working for successful CEPAs.

Exit Planning Institute is the authority in exit planning and value acceleration and Certified Exit Planning Advisors are leading the industry and changing outcomes.  The Monthly Member Access series is your opportunity each month to connect with the EPI Global pulse. Register now.


 The Certified Exit Planning Advisor® is the most regarded exit planning credential in the marketplace today, endorsed and accepted by more than 20 major organizations. The CEPA 5-day credentialing program is offered five times a year in locations across the country. Advisors who earn the CEPA designation have the ability to holistically serve business owners’ needs regardless of the timing of their exit.  CEPAs lead teams, enable educated decisions and create positive change for their clients. They transform into the Advisor of the Future. Reinvent yourself with exit planning.

Meet the Presenter

Joshua Koza

Joshua Koza

EPI Client Experience Manager

Contact Josh

Josh Koza is the EPI Client Experience Manager and is committed to the member experience and advancement of CEPAs worldwide.  As a professional with a wealth of experience in customer service and UX, Koza works tirelessly to arm advisors with the tools and benefits (while advocating for the creation of new programs and solutions) that will make them more effective in their individual marketplaces.  Josh Koza, supported by his dedicated customer service team, is every CEPAs point person to harness the full expanse of their member benefits.

Connect with the Presenter: Exit Planning Institute: 14701 Detroit, Suite 430, Lakewood OH 44107  |  Website: www.Exit-Planning-Institute.org  |  Email: JKoza@Exit-Planning-Institute.org   |  Phone: (216) 712-4244  | LinkedIn: Connect with Josh