CEPA Success Stories: 2019 Excellence in Exit Planning Award Nominations


CEPA Success Stories: 2019 Excellence in Exit Planning Award Nominations

The exit planning profession poses unique challenges and opportunities. The advisors leading this industry tend to be more entrepreneurial, display high leadership, and are instrumental in driving best practices for their peers and for business owners themselves. Exit planning advisors are pioneers of a changing industry.

Each year, the Exit Planning Institute honors three advisors doing things right, making a lasting impact, and taking this marketplace to the next level. This year marks the sixth annual Excellence in Exit Planning Awards, sponsored by BNY Mellon Wealth Management. Between the three categories (Exit Planner of the Year, Leader of the Year, & Member of the Year) there are nine deserving nominees.

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

In this session, Joshua Koza, EPI Client Experience Manager, will share their success stories so you can find inspiration, tactics, and insights that will improve your business development efforts in measurable ways (and, perhaps, how you might find yourself nominated next year)!


About Monthly Member Access Series:

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.


 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.

About the Presenter

Joshua Koza

Joshua Koza

EPI Client Experience Manager

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.