From Rocks to Results: Bringing Methodology to Life with Ninety
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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
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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
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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
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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.
4 episodes