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Exit Planning is Business Strategy

November 5, 2025 by Michael Shea PA

This video outlines the Concepts of Value Acceleration, likely presented by a speaker from a company specializing in exit planning. It begins by identifying the current need for exit planning, driven by the retirement of the Baby Boomer generation, and then provides a comprehensive definition of exit planning itself. The core of the presentation details three paradigm shifts that redefine exit planning, advocating for a holistic approach that views exit strategy as business strategy and utilizes a common framework called the Value Acceleration Methodology. This methodology is explained through the 5-4-3-2-1 Concepts, which introduce stages of value maturity, intangible capitals, various gaps, concurrent personal and business paths, and a singular goal to drive value. Finally, the text presents examples of service opportunities for advisors in this field and highlights the Exit Planning Institute’s resources, such as the Certified Exit Planning Advisor (CEPA) credential.

 

Filed Under: cpa, exitplan, michaelshea, Selling A Business, Selling Your Company, Tampa Business Sales, tampabusinessbroker, transworldbusinessadvisors Tagged With: businessbroker, cepa, exitplan, Lakeland, tampa, tampabay, Transworld

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