THE EXIT PLANNING BLOG
Keep up-to-date with exit planning, succession planning, industry trends, unique specialty insights, and useful content for professional advisors and business owners.
Meet the New EPI Member Experience Team
by Member Experience on April 5, 2019
As you know, the exit planning is growing rapidly as the needs of the middle market continue to climb. Exit Planning Institute is proud to support the needs of Certified Exit Planning Advisors (CEPA) and the profession as a whole. And this week, we are pleased to announce that our team has grown and EPI has formed a dedicated Member Experience team, led by Joshua Koza, to better support the needs of the CEPA community!
In establishing this new department, EPI has onboarded a new staff member to execute on the customer service commitment.
Meet Joe Klauer.
Joseph “Joe” Klauer is the tenth addition to the EPI team. As a Member Experience Representative, he dedicates his time to providing best-in-class practice support to Certified Exit Planning Advisors (CEPA) worldwide.
Klauer brings his marketing and entrepreneurship acumen combined with his diverse professional experience to EPI Global Headquarters. Most recently, as the operating manager of a privately held, owner-operated, micro-market business, Joe cultivated a remarkable level of autonomy, resourcefulness, and tenacity. These traits are evident as he quickly raises the bar for rapid response time and systematically heightens the EPI customer service satisfaction standard.
In addition to his inbound responsibilities, Joe heads up attendee communication and VIP experience for the annual Exit Planning Summit (aka “The Superbowl for Exit Planners”).
Joe Klauer is passionate about relationship building and critical problem-solving. When a need arises, you are encouraged to consider Joe a resource to help you achieve measurable professional development success.
If you are a new CEPA and would like to discuss your long-term member path or unique needs, contact Joe at (216) 712-4244 ext. 110 or by emailing JKlauer@Exit-Planning-Institute.org.
Bringing you faster responses, better solutions, and tailored advice.
Under the strategic influence of Scott Snider and the leadership of Joshua Koza, the EPI Member Experience team is committed to providing timely information, quick query response time, consultative support as you leverage your member benefits, and a more tailored long-term member experience that fits your needs and goals!
View the EPI Global Team, read the EPI History, connect with the CEPA Faculty, explore the Exit Solutions Partner Network, and more by visiting www.weareEPI.com.
About Exit Planning Institute:
The Exit Planning Institute (EPI) is an education company that provides exit planning education to advisors and middle market business owners. We view exit planning as a strategy, not an event.
EPI leads the professional services profession with the best industry content, ongoing support, and owner education platform, all of which align with our mission: Change the outcome.
Only 2 out of every 10 businesses that come to market actually sell. We want to increase the number of saleable businesses.
Only 30% of family businesses successfully transition to the second generation, only 12% transfer to the third, and the success rates diminish from there. We want to improve those intergenerational transitions.
Of those that succeed in the sale of their business, 75% experience “profound regret” within one year of exiting their business. We want to understand why and create strategies that achieve profound success, wealth, and satisfaction.
EPI is an education company, powered by an elite community of top advisors and owners, all focused toward creating a valuable, transferable future for the business marketplace.
- Change your outcome. Learn more at www.Exit-Planning-Institute.org.
- Educate business owners. Learn more at www.OwnerReadiness.com.
- Become the Advisor of the Future. Learn more at www.EarnCEPA.com.
- Blog (410)
- CEPA (265)
- exit planning (206)
- CEPA community (136)
- Business Owner (93)
- Exit Planning Summit (67)
- EPI Chapter Network (53)
- Content (45)
- EPI Announcement (41)
- Value Acceleration Methodology (39)
- Webinars (35)
- Marketing (29)
- Exit Planning Partner Network (24)
- 5 Stages of Value Maturity (23)
- Books (21)
- Exit Planning Teams (18)
- Leadership (17)
- Exit Options (15)
- family business (15)
- CPA (14)
- women in business (14)
- EPI Team (13)
- Intangible Capital (13)
- Black Friday (12)
- Excellence in Exit Planning Awards (12)
- National Accounts (12)
- Small business (12)
- Chris Snider (11)
- personal planning (11)
- charitable intent (10)
- 2023 Exit Planning Summit (9)
- Financial Advisors (9)
- Chapters (8)
- EPI Academy (8)
- About us (7)
- Insiders Bash (7)
- Podcast (7)
- Owner Roundtables (5)
- Scott Snider (5)
- State of Owner Readiness (5)
- Exit Planning Content Library (4)
- Value Advisors (4)
- executive training (4)
- financial planning (4)
- Awards (3)
- Five Ds (3)
- Owners Forum (3)
- forbes (3)
- EPI Thought Leadership Council (2)
- Three Legs of the Stool (2)
- Walking to Destiny (2)
- 5 Ds (1)
- Business Owners Forum (1)
- Peter Christman (1)
- business consultants (1)