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Whitepaper PDF · 22 pages

How Intangible Capitals Make or Break a Business

EPI's 22-page whitepaper on how human, customer, social, and structural capital shape a business's value.

Published by Exit Planning Institute

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What's inside

The full whitepaper behind the one-page infographic. Each capital gets its own chapter with advisor commentary, then a 28-question checklist to rate your business.

  • Walking to Destiny's attractiveness and readiness scores, with 72%+ rated best-in-class
  • Advisor rules of thumb on customer concentration: no client over 10%, top five under 50%
  • A 28-question checklist for rating your human, customer, social, and structural capital