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Whitepaper PDF · 23 pages

5 Things to Know

Exit Planning Institute's 5-4-3-2-1 primer: five core ideas every owner should know about exit planning.

Published by Exit Planning Institute

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What's inside

The core ideas behind the Exit Planning Institute's approach, laid out as a countdown from five to one. A good first read before anything else on this page.

  • The 5-4-3-2-1 countdown: five value stages, four Cs, three gaps, two paths, one goal
  • A Value Maturity Index scored one to six, with no middle option, to retake every 90 days
  • Worked dollar examples of the wealth, profit and value gaps, built on EBITDA and multiples