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exit planning

Things to Consider When Creating a Value Creation Strategy

Value Creation / By

Value creation is the backbone of building a successful company. A company’s sustainable and profitable growth creates business value. This type of growth occurs through robust, streamlined processes; a functional, efficient operational structure; and strong, competent management and leadership teams. While aligning the business owner’s vision for value creation with their planned exit is essential, …

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Guiding Your Client Through Their Business Exit

Exit Planning / By

An exit planning advisor should ease the experience of selling a business. They explain, initiate, and guide business owners throughout the planning process. They also help their clients understand that their own business and personal goals dictate the path to a successful exit. They meet with a business owner to gather information, establish their exit …

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Advantages of a Certified Exit Planning Advisor

Exit Planning / By

When business owners decide to exit their business, they rarely realize that this once-in-a-lifetime transaction is their most critical financial decision. Any buyer interested in acquiring the business will have top-shelf advisors handling accounting, legal, tax, and transaction details. Owners intend to exit from using a certified exit planning advisor (CEPA) to level the playing …

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