About
Joshua Koza is a Certified Exit Planning Advisor (CEPA) and Director of Strategic Relationships at the Exit Planning Institute, where he helps advisors and business owners create significant companies. With nearly a decade at EPI, Joshua has advanced from business development to leading strategic partnerships, building programs that empower professionals to guide owners through successful business transitions.
Drawing on experience in logistics management, client service, and regional operations, Joshua brings a practical, relationship-driven approach to exit planning. A graduate of Ohio Northern University with a B.S. in Business Administration, he combines industry knowledge with a passion for connecting people, fostering growth, and translating complex transition strategies into actionable plans.
Organization

Exit Planning Institute
Westlake, OH