What Every Business Owner Should Know
of business owners plan to retire within the next 10 years.
do not have a formal transition plan in place.
of small businesses fail in their transition because of a lack of planning for: death, disability, divorce, dispute, and distress.
Difference between the profitability of best in-class companies and your business.
Difference between what you need to retire comfortably and your existing wealth.
Difference between best-in-class comparable company valuation and your business.
What is Transition Planning?
It is a tested and structured approach that helps you:
Prepare personally, financially, and emotionally for a transition.
Maximize the value of your business and make it transferrable.
Decide whether to continue to grow the business or to exit it (and how).
Value Acceleration Methodology
CEPAs are an elite group of advisors who have received this designation and are part of the Exit Planning Institute’s (EPI) international community.The CEPA program is the most widely accepted and endorsed professional exit planning program in the world.
To receive the CEPA designation, an advisor must complete an MBA-style rigorous program that involves approximately one hundred hours of pre-course study, thirty hours of classroom instruction, and the successful completion of a 3-hour proctored exam.