What's Your Endgame? Transitioning Business Owners from Business to Eternity
What's Your Endgame? Transitioning Business Owners from Business to Eternity
Exit Planning| Value Acceleration | Advisory| Valuations | Commercial & Residential Real Estate

Certified Exit Planning Advisor (CEPA)

  • CEPAs align the Business, Financial and Personal goals to the business exit strategy, working alongside the owner and a full resource team. 
  • They can be business brokers, M&A advisors, wealth managers, CPAs, Estate planners, and value builders. 
  • A CEPA engagement is done in 90-day sprints: 
    • Discovery, Protection and Decision phases. 

90 Day Sprints

After every 90 day sprint, decide whether to continue to grow with the Value Acceleration methodology or Exit the business

Grow:

  • Increase Profitability and Net Cash Flow
  • Increase Value of Human, Social, Structural, Customer Capital
  • Increase alignment of Personal, Financial and Business Goals with the exit strategy identified 
    • The exit strategy can change as the business grows in value
  • Retake assessments at end of each 90 day sprint to note progress towards exit goals

Exit:

  • Internal Transfer examples
    • Family
    • MBO
    • ESOP
  • External Transfer examples
    • Private Equity Group (PEG)
    • 3rd party buyer
    • ‚ÄčAcquisition by a strategic buyer