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The Exit Planning Process and Value Acceleration Methodology ™ Overview

Topic

General Principles of Financial Planning

Program ID

310451

Hours

2.5

Format

Self-Study / Recorded webinar

Complexity

Overview

Description

The Value Acceleration Methodology ™ is the core process to effective exit planning and is the framework for the CEPAs exit planning conversation or engagement with the business owner. Through this module, advisors will learn the technical aspects of the process, the benefits to the owner, and how to communicate this methodology to owners and advisors.

Learning Objectives

• Communicate the benefits of and describe each gate of the Value Acceleration Methodology™. • Communicate the leadership concepts which form the foundation of the Value Acceleration Methodology™. • Describe the four intangible capitals and their impact on business value. • Describe how the Private Capital Market determines the ranges of business market value.