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.
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In this episode of Exit is Now: Partners & Pours, I sit down with Steve Gordon, founder of Million Dollar Author, during the Exit Planning Summit. We dive into the transformative power of writing a book for professionals looking to elevate their practice. Steve shares his journey from engineering to authoring a book that propelled his business growth, revealing the importance of having a structured writing process. We discuss common hurdles aspiring authors face and how to overcome them, particularly the challenge of defining a book's purpose and audience. Listeners will gain insights on how t
In this episode of Exit Is Now: Partners & Pours, Josh Koza sits down with Skylar Dean of Skill Stack Strategies to explore a growing challenge in the advisory space: how to scale service without sacrificing quality. Drawing from Skylar’s background as a financial advisor, the conversation highlights the evolution from individual expertise to coordinated, team based delivery. Josh and Skylar break down the concept of building an “operating layer” for advisors, one that integrates specialists, aligns communication, and creates a unified experience for business owners. From solving capacity cons
In this episode of Exit Is Now: Partners & Pours, Josh Koza sits down with Dr. Fred Johnson of InitiativeOne to explore the often overlooked driver of enterprise value: leadership. Recorded live at the Exit Planning Summit, the conversation moves beyond theory and into real-world application, highlighting how leadership transformation directly impacts culture, decision making, and long term value creation. Josh and Dr. Johnson unpack the tangible outcomes of strong leadership, from increased accountability and reduced organizational “drama” to measurable improvements in profitability and team
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,
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
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
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, protec
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 t
