Josh Koza

Exit is Now: Partners & Pours

Business EN ↓ 7 episodes

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.

Author

Josh Koza

Episodes

Building the Modern Advisory Team 18.06.2026 19:37

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...

Building Trust That Scales Organizations 21.05.2026 36:59

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...

The Power of Assessments: Spark Better Conversations with The Value Builder System 18.12.2025 21:08

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, p...

From Rocks to Results: Bringing Methodology to Life with Ninety 20.11.2025 24:40

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...

How Strategic CFOs Help Business Owners Move Forward with FocusCFO 09.10.2025 21:56

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 foreca...

From Value Estimate to Exit: The M&A Process with Cornerstone 11.09.2025 21:22

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. F...

Exit Strategy Is Business Strategy: A Conversation with Cultivate Advisors 14.08.2025 17:53

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...