Exit Planning Institute - Find a CEPA

Meet Josh Curtis:

Josh Curtis thrives in navigating the complexities of each transaction from inception to completion. He works directly with business leaders in ownership transactions and liquidity events, including sell-side and buy-side engagements and transactions such as management buyouts, succession and exit planning, ESOP formations, capital sourcing, and leveraged recaps.

Since launching his career, Josh Curtis has dedicated himself to facilitating strategic initiatives for private companies with revenues from a few million to over $1 billion across all industries in the U.S. Prior to leading Footprint Capital, Josh served as Vice President of Insource Spend Management Group. He directed the company’s strategic growth plan, including acquisitions, industry partnerships, and alliances. He led Insource through two synergistic acquisitions and ultimately, through the sale of Insource to AFS Logistics, Inc.

Preceding his work with Insource, Josh held tentures with GBQ and Fifth Third Bank in Columbus, OH. He served as a Director at GBQ Capital, a boutique investment bank owned by GBQ Partners. He was an essential contributor to the formation, development, and success of GBQ’s merger and acquisition practice. Josh started his career with Fifth Third Bank, where he held positions in Commercial Lending. As a Relationship Manager, Josh served companies with sales in the $5 million to $500 million range throughout Central Ohio.

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Meet Josh Curtis:

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Brochure

2022 Colorado State of Owner Readiness Quick Look Brochure

Review the most notable statistics and findings from the 2022 Colorado Stat..

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UBS Approved Content

2022 Colorado State of Owner Readiness Report

Download the 2022 Colorado State of Owner Readiness Report to see where Col..

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2023 National State of Owner Readiness Report

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2024 State of The Institute

This special edition broadcast will feature a 2024 EPI State of the Institu..

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2024 Webinar Series

Join us as EPI interviews our 2024 speakers about their experiences.

5-4-3-2-1 Whitepaper

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5-4-3-2-1 Whitepaper

This whitepaper breaks the Value Acceleration Methodology into 5 easy conce..

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A Look Inside The Unique World of - Value Creation Whitepaper

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Case Study

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Download the sample case study to use with business owner clients or in wor..

Courses

Access My Courses

Navigate to your purchased EPI Academy content.

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Business Attractiveness Scorecard

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Case Study

Case Study, CEPA and CPAs

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Case Study, CEPA and EOS

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Case Study, CEPA and M&A

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Case Study: A Framework to Build Value

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Case Study: A Framework To Build Value In Your Business

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Case Study: How to Strategically Build Transferrable Value

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Case Study: Human Capital, The Exit Planning Institute

How Exit Planning Institute Focused on Improving Their Human Capital

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Case Study: Human Capital, The Exit Planning Institute

How Exit Planning Institute focused on improving their Human Capital.

Case Study: The Value of Transitioning a Business to its Employees

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Case Study: The Value of Transitioning a Business to its Employees

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UBS Approved Content

Case Study: Value Acceleration

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CEPA Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Learn how a CEPA with a national wealth management firm is utilizing their ..