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/theexitplanninginstitute

Connect 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/id1663050204

Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR

============================================

CONNECT WITH EPI

YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA

Linkedin: https://www.linkedin.com/company/exit-planning-institute

Website: https://exit-planning-institute.org

#ExitPlanningInstitute #ScottSnider #Podcast

============================================
About Josh

As 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.

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/theexitplanninginstitute

Connect 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/id1663050204

Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR

============================================

CONNECT WITH EPI

YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA

Linkedin: https://www.linkedin.com/company/exit-planning-institute

Website: https://exit-planning-institute.org

#ExitPlanningInstitute #ScottSnider #Podcast

============================================
About Josh

As 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.

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/theexitplanninginstitute

Connect 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/id1663050204

Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR

============================================

CONNECT WITH EPI

YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA

Linkedin: https://www.linkedin.com/company/exit-planning-institute

Website: https://exit-planning-institute.org

#ExitPlanningInstitute #ScottSnider #Podcast

============================================
About Josh

As 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.