Certified Business Succession & Exit Planning Advisor - CEPA

CEPA - Certified Exit Planning Advisor
Strat Pro Business Program
Strat Pro Workshops

Business Succession & Exit Planning

Most business owners have no idea of how to sell or when is the right time to sell.

    • Why is this important?  The first two slides from the “The Basics of Value Acceleration” presentation say it all.
      • Baby Boomers own approx. 65% of private businesses.
      • 99% of business owners believe that a transition strategy is important for their business.
      • However, 79% of business owners have no written plan and 48% of business owners have done no planning at all.
      • Most business owners have 80-90% of their wealth locked up in their business.
      • 70% of business put on the market to sell do not sell.
      • Of the 30% that sell, less than half sell at their desired price.

The process used:

  • Step 1- Assessment – baseline evaluation of their business and their personal needs.
    • A business valuation/assessment is done to give the business owner an idea of the business value and what it could be worth if they tried to sell it today.

    • Step 2 – Business Transformation – StratPro is the process that is used to drive real value into your business.
      • It combines a series of structured workshops that align the team, develops strategies as well as tactics for driving value into the business followed by a number of execution and accountability meetings to ensure follow through by the team and realignment when necessary.

    • Step 3 – Re-Assessment/Exit
      • Periodic re-assessment of the business value will be done to help them to adjust the baseline and allow them to have an active view of when is the appropriate time to exit the business.

To Learn More and Contact...

To ask questions via email or call CEPA certified strategist Byron Roth of The Alternative Board – Lehigh Valley at 908-391-4776.

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 -Join a Group of Amazing Entrepreneurs who took a Risk and Succeeded!

Here is your chance to be part of  TAB Lehigh Valley’s Group!