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Whitepaper PDF · 14 pages

Value Creation

EPI interviews 13 Value Advisors on how value creation engagements work, from first assessment to exit.

Published by Exit Planning Institute

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What's inside

Thirteen advisors explain how they run value creation work, from the first assessment to 90-day sprints with your team.

  • Interviews with 13 EPI Value Advisors on how a value creation engagement runs, start to finish
  • Three owner profiles advisors meet: Explorers, Pivoters and Triggerers
  • The owner's transition team roster, from the core CPA and attorney to an M&A advisor