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Whitepaper PDF · 26 pages
From Successful to Significant
EPI's whitepaper on the Value Acceleration Methodology: three gates for building value and deciding to sell.
Published by Exit Planning Institute
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What's inside
A successful company isn't always one that's ready to sell. This EPI paper walks through the three-gate framework advisors use to close that gap.
- The three gates of EPI's Value Acceleration Methodology: Discover, Prepare and Decide
- Gate-by-gate action checklists, from a baseline valuation to a virtual data room
- A "grow or sell?" check every 90 days, plus exit routes from family and ESOP to private equity