JOSHUA KOZA
Exit Planning Institute
As a Certified Exit Planning Advisor (CEPA®), Joshua Koza is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Joshua Koza - - Exit Planning Institute - Westlake, Alabama, city=Westlake, display_country=United States, hs_object_source_detail_1=Cohortium by Impulse Creative, hs_object_source_label=INTEGRATION, url_slug=jkozaearncepa, profile_name=Joshua Koza 71, lname=Koza, hs_object_source_id=16936407, hs_createdate=1766163227447, cohortium_profile_title=Joshua Koza | Financial Advisor at Exit Planning Institute | CEPA Connect Member, state=Alabama, id=43552184115, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Joshua Koza, email=jkoza@earncepa.com, cohortium_meta_description=Connect with Joshua Koza, a specialized Financial Advisor working with Exit Planning Institute based in Alabama., associated_contact_record_id=2088551, contact_is_part_of_listsegment_cepa_connect_access=true, cepa_connect_profile_created=1766163261532, url_slug_2=jkozaearncepa, impersonate_user_url=https://exit-planning-institute.org/member-detail/jkozaearncepa?impersonation=true, full_name=Joshua Koza, hs_lastmodifieddate=1774367777033, phone=+12167508912, company_name=Exit Planning Institute, name=Joshua, hs_object_id=43552184115, associated_resources=0, hs_object_source=INTEGRATION, username=jkozaearncepa}
- Advisor Type: Financial Advisor
- Website:
https:// - Phone: +12167508912
- City: Westlake
- State: Alabama
- Postal Code:
- Country: United States
- Designations:
- Markets Served:
- Company Name: Exit Planning Institute
