CEPA Success Stories: Influential Network


CEPA Success Stories: Owner Engagement

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.

Armed with the best industry content, ongoing practice support, and a platform to connect with educated owners, Certified Exit Planning Advisors (CEPA) have swiftly emerged as tone-setters, industry leaders, and go-to advisors.  CEPAs are leading the industry, and 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.

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® (CEPA®) 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 four 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. Advisors leave the CEPA program more knowledgeable than when they entered it.  They transform into the Advisor of the Future.  Reinvent yourself with exit planning.

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