The Power of Feedback:
Member Survey Results


Power of Feedback: Member Survey Results

One of the core pillars of the Exit Planning Institute, and the Snider Premier Growth family of companies, is the ‘Power of Feedback.’ EPI can’t ‘change the outcome’ all by ourselves. We rely on the success and feedback from CEPAs around the world to help us to understand and address the needs, pain points, and growth strategies for the exit planning community.

The CEPAs have spoken. The results of the 2018 Annual EPI Client Engagement Survey are in. In this session, Joshua Koza, EPI Client Experience Manager, will share key takeaways and share a high-level overview of plans for 2020.

Are you a Certified Exit Planning Advisor?

The Member Survey is currently underway! The feedback and insights you share in this confidential survey will guide our leaders to make important adjustments, new innovations, and reinforce core benefits that you need and value. The survey takes approximately 15 minutes to complete and all individual responses are confidential.

Take the Survey


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.

Meet 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.