Section 4B: Overview of the exit planning process

Question 1

Value Acceleration

Answer 1

A proven process that focuses on value growth and aligning business, personal and financial goals.

Question 2

4 core concepts

Answer 2

1. Three legs of the stool
2. Value and income
3. The 4Cs
4. Relentless Execution

Question 3

A successful exit strategy has three legs

Answer 3

1. Maximizes transferable business value
2. Ensures owner is financially prepared
3. Ensures there is a plan for “what next?”

Question 4

What % of owners net worth is the business?

Answer 4

70%

Question 5

Formula for business value

Answer 5

> cash, >sales x >multiple = >value

Question 6

Value Acceleration measures the value of

Answer 6

your intangible assets

Question 7

Four Cs

Answer 7

Human
Customer
Structure
Social

Question 8

Value vs income

Answer 8

You can have both income and value, but only if you focus on value first

Question 9

What is the Value Maturity Index

Answer 9

5 stages of value maturity
Identify
Protect
Build
Harvest
and manage value

Question 10

Relentless execution

Answer 10

Vision
Alignment
Accountability
Rhythm

Question 11

Three gates of Value Acceleration Process

Answer 11

Discover
Prepare
Decide

Question 12

What is in the Discover Gate

Answer 12

Triggering event
Business valuation
Assess personal financial business
Prioritized Action plan

Question 13

Prepare Gate Actions

Answer 13

Personal & Financial Planning
Business improvements
De-risking
Values
Assemble proof
Prepare master plan

Question 14

Decide Gate Actions

Answer 14

Grow or exit?

Question 15

The Triggering event includes?

Answer 15

a personal, financial and business assessment correlated to a business valuation.