Exit Is Now - Plan Accordingly With Scott Snider The History and Growth of EPI
Aug 3, 2023
Joshua Koza, a key player at the Exit Planning Institute for eight years, shares insights into the organization’s impressive journey from a small startup to a powerhouse with over 5,000 CEPAs. He discusses the challenges faced, including the pressure of ambitious sales targets and the impact of the pandemic on operations. Joshua reflects on personal growth, the importance of team resilience, and how EPI has adapted and redefined its core values for a post-COVID world. He also shares exciting future plans for expanding EPI Academy and strengthening partnerships.
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Joining EPI As A Flexible Hire
- Joshua Koza moved from Columbus and started at EPI on February 15, 2016 with an undefined role that changed daily.
- He described the early job as “a little bit of everything,” typical of a startup environment.
50 SEPAs And The Champagne Countdown
- Josh and Scott set a goal to sell 50 SEPAs for the May 2016 Chicago class and tracked it with a giant sticky-note countdown.
- They celebrated with a glowing magnum of Dom Pérignon when they hit the target.
Momentum Is Fragile In Early Growth
- Short-term wins don't guarantee ongoing consistency in a startup; momentum can quickly reverse.
- Josh recalled near-cancellation of the San Francisco program and the pressure that spurred renewed sales effort.
