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CEPA Program Welcome & Owner Readiness: Q&A
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CEPA Program Welcome & Owner Readiness: Q&A
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CEPA Program Welcome & Owner Readiness: Q&ANational State of Owner Readiness Report Right Ans - Updated report
released by Exit Planning Institute on February 29, 2024
CEPA Program Right Ans - Program offered by Exit Planning Institute for
exit planning professionals
EPI Right Ans - Abbreviation for Exit Planning Institute
Owner Readiness Statistics Right Ans - Data on owners' preparedness for
business transition
Value Acceleration Methodology Right Ans - Approach by EPI to enhance
business value
Intriguing Behavior Right Ans - Advisors asking owners insightful
questions instead of providing answers
Intangible Capital Right Ans - Non-physical assets contributing to business
value
Educated Prospect Right Ans - Owner who gains insights and knowledge
from advisor interactions
CEPAs Right Ans - Certified Exit Planning Advisors
Value Advisors Right Ans - Advisors focused on enhancing business value
Engagers and Collaborators Right Ans - Types of CEPAs who actively
engage with owners
Oprah Winfrey Quote Right Ans - "Luck is preparation meeting
opportunity." - Oprah Winfrey
Transition Plan Right Ans - Document outlining the process of passing on a
business
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