Exit is Now: Partners & Pours

Josh Koza
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Join Josh Koza, Director of Strategic Relationships, and members of Exit Planning Institute’s prestigious partner network as they discuss various strategies, approaches, and key aspects of Value Acceleration.

Episodes

  1. From Value Estimate to Exit: The M&A Process with Cornerstone

    MAR 24

    From Value Estimate to Exit: The M&A Process with Cornerstone

    Join us for an exclusive episode of The Exit Is Now: Partners and Pours podcast, hosted by Josh Koza. This episode features Scott Bushkie, Managing Partner at Cornerstone Business Services, an investment bank specializing in M&A services for lower middle-market companies. Scott shares how their Assurance 360 process gives business owners and their advisors a structured, trusted path to exit. From fair market analysis and value-building strategy to a deep focus on advisor collaboration, Cornerstone ensures owners are informed, aligned, and prepared. Learn how to engage Cornerstone early, protect advisor relationships, and increase client outcomes.Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Epi: https://www.linkedin.com/company/exit-planning-institute============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH EPI YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgALinkedin: https://www.linkedin.com/company/exit-planning-instituteWebsite: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About JoshAs the Director of Strategic Relationships at Exit Planning Institute® (EPI), Josh Koza plays a vital role in the exit planning community by fostering connections between EPI, our partners, and Certified Exit Planning Advisors. At EPI, Josh makes sure that partners are recognized, listened to, and included in discussions to create a strong, valuable exit planning resource for advisors worldwide.  He works to link partners and advisors with existing resources and products, while also curating customized offerings to meet their specific needs. Josh is dedicated to relationship building and problem-solving. When a need arises, he relies on his experience from both EPI’s Member Experience team and Business Development team to find solutions that provide real value to our partners.

    21 min
  2. The Power of Assessments: Spark Better Conversations with The Value Builder System

    MAR 24

    The Power of Assessments: Spark Better Conversations with The Value Builder System

    Join us for an episode of The Exit Is Now: Partners and Pours, hosted by Josh Koza. In this episode, Josh sits down with Laura Ferguson, Chief Revenue Officer at The Value Builder System, to discuss how their advisor-first platform empowers strategic exit planning conversations. Built on the framework of Built to Sell, the Value Builder System combines three critical assessments; business value, personal readiness, and financial freedom, to give owners and advisors a clear, actionable roadmap. Laura unpacks how advisors across industries use the platform to deepen relationships, nurture leads, and ultimately help business owners achieve successful exits.Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Epi: https://www.linkedin.com/company/exit-planning-institute============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH EPI YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgALinkedin: https://www.linkedin.com/company/exit-planning-instituteWebsite: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About JoshAs the Director of Strategic Relationships at Exit Planning Institute® (EPI), Josh Koza plays a vital role in the exit planning community by fostering connections between EPI, our partners, and Certified Exit Planning Advisors. At EPI, Josh makes sure that partners are recognized, listened to, and included in discussions to create a strong, valuable exit planning resource for advisors worldwide.  He works to link partners and advisors with existing resources and products, while also curating customized offerings to meet their specific needs. Josh is dedicated to relationship building and problem-solving. When a need arises, he relies on his experience from both EPI’s Member Experience team and Business Development team to find solutions that provide real value to our partners.

    21 min
  3. From Rocks to Results: Bringing Methodology to Life with Ninety

    MAR 24

    From Rocks to Results: Bringing Methodology to Life with Ninety

    Join us for an exclusive episode of The Exit Is Now: Partners and Pours, hosted by Josh Koza. In this episode, Josh welcomes Kris Snyder, Chief Revenue Officer at Ninety, to explore how their performance platform is transforming the way business owners prepare for exit. Kris explains how Ninety supports ongoing team alignment, strategic execution, and process documentation, making businesses more scalable, sellable, and valuable. They also discuss how CEPA advisors can use free practice accounts, configure the platform to suit their style, and collaborate with other advisors inside one shared space. Whether you’re a value advisor, financial planner, or owner looking to systematize your company, this episode shows how Ninety helps bring planning to life.Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Epi: https://www.linkedin.com/company/exit-planning-institute============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH EPI YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgALinkedin: https://www.linkedin.com/company/exit-planning-instituteWebsite: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About JoshAs the Director of Strategic Relationships at Exit Planning Institute® (EPI), Josh Koza plays a vital role in the exit planning community by fostering connections between EPI, our partners, and Certified Exit Planning Advisors. At EPI, Josh makes sure that partners are recognized, listened to, and included in discussions to create a strong, valuable exit planning resource for advisors worldwide.  He works to link partners and advisors with existing resources and products, while also curating customized offerings to meet their specific needs. Josh is dedicated to relationship building and problem-solving. When a need arises, he relies on his experience from both EPI’s Member Experience team and Business Development team to find solutions that provide real value to our partners.

    25 min
  4. How Strategic CFOs Help Business Owners Move Forward with FocusCFO

    MAR 24

    How Strategic CFOs Help Business Owners Move Forward with FocusCFO

    Join us for an exclusive episode of The Exit Is Now: Partners and Pours, hosted by Josh Koza. This week, Josh welcomes Darren Cherry of FocusCFO, a firm specializing in fractional CFO services for the lower middle market. Darren walks us through FocusCFO’s unique dual-role model that pairs business owners with both a relationship lead and a CFO focused on strategic execution. From cash flow forecasting to transition readiness, their team helps companies grow with confidence and clarity. Darren also shares how they integrate the Value Acceleration Methodology, what makes a good client fit, and how they collaborate with financial advisors and CPAs across the CEPA community.Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Epi: https://www.linkedin.com/company/exit-planning-institute============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH EPI YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgALinkedin: https://www.linkedin.com/company/exit-planning-instituteWebsite: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About JoshAs the Director of Strategic Relationships at Exit Planning Institute® (EPI), Josh Koza plays a vital role in the exit planning community by fostering connections between EPI, our partners, and Certified Exit Planning Advisors. At EPI, Josh makes sure that partners are recognized, listened to, and included in discussions to create a strong, valuable exit planning resource for advisors worldwide.  He works to link partners and advisors with existing resources and products, while also curating customized offerings to meet their specific needs. Josh is dedicated to relationship building and problem-solving. When a need arises, he relies on his experience from both EPI’s Member Experience team and Business Development team to find solutions that provide real value to our partners.

    22 min
  5. Exit Strategy Is Business Strategy: A Conversation with Cultivate Advisors

    MAR 24

    Exit Strategy Is Business Strategy: A Conversation with Cultivate Advisors

    Join us for an exclusive episode of The Exit Is Now: Partners and Pours podcast, hosted by Josh Koza. In this episode, Josh sits down with Jeff Armstrong, Director of Strategic Partnerships at Cultivate Advisors, a firm built entirely by former business owners. Jeff shares how Cultivate helps entrepreneurs scale their companies, increase enterprise value, and prepare for a successful exit through their signature one-on-one advising model. Learn how their virtual-first approach allows them to serve clients nationwide, why they partner closely with financial and M&A advisors, and when to bring them into the conversation. Whether you're a business owner or an advisor looking to drive more value, this episode delivers tactical insights and proven processes to take businesses from successful to significant.Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with EPI: https://www.linkedin.com/company/exit-planning-institute============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-partners-pours-with-josh-koza/id1833221553Spotify: https://open.spotify.com/show/5LvzPqHQiGPd1HTkJy4U8O============================================CONNECT WITH EPI YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgALinkedin: https://www.linkedin.com/company/exit-planning-instituteWebsite: https://exit-planning-institute.org#ExitPlanningInstitute #JoshKoza #Podcast============================================About JoshAs the Director of Strategic Relationships at Exit Planning Institute® (EPI), Josh Koza plays a vital role in the exit planning community by fostering connections between EPI, our partners, and Certified Exit Planning Advisors. At EPI, Josh makes sure that partners are recognized, listened to, and included in discussions to create a strong, valuable exit planning resource for advisors worldwide. He works to link partners and advisors with existing resources and products, while also curating customized offerings to meet their specific needs. Josh is dedicated to relationship building and problem-solving. When a need arises, he relies on his experience from both EPI’s Member Experience team and Business Development team to find solutions that provide real value to our partners.

    18 min
  • 5 Episodes

About

Join Josh Koza, Director of Strategic Relationships, and members of Exit Planning Institute’s prestigious partner network as they discuss various strategies, approaches, and key aspects of Value Acceleration.

Information

  • Creator
    Josh Koza
  • Years Active
    2025 - 2026
  • Episodes
    5
  • Rating
    Clean