CEPA Term Flashcards – Session 1 Questions with Correct Answers 2026 | Certified Exit Planning Advisor (CEPA) Session 1 Study Guide | Latest Flashcards & Exam Prep

CEPA TERM FLASHCARDS - SESSION 1
hy hy hy hy hy




QUESTIONS WITH CORRECT ANSWERS
hy hy hy hy




2025 hy




What hyare hythe hy5 hystages hyof hythe hyValue hyMaturity hyIndex hy(IPBHM)? hy- hyCORRECT hyANSWER hy-1. hyIdentify

2. Protect

3. Build

4. Harvest

5. Manage



What hyare hythe hy5 hyLeadership hyConcepts hyof hythe hyValue hyAcceleration hyMethodology? hy- hyCORRECT hyANSWER
hy-5 hy- hyValue hyMaturity hyIndex



4 hy- hyIntangible

Capitals hy3 hy- hyLegs
hy



hy of hythe hyStool

2 hy- hyConcurrent

Paths hy1 hy- hyGoal hy=
hy



hy Value



WhatFare hythe hy4 hyIntangible hyCapitals? hy- hyCORRECT hyANSWER hy-1 hy- hyHuman

2 hy- hyStructural

3 hy- hyCustomer

4 hy- hySocial



What hyare hythe hy3 hylegs hyof hythe hystool hyof hya hysuccessful hyexit hystrategy? hy- hyCORRECT
hyANSWER hy-1 hy- hyPersonal hy(planning hyfor hywhat hycomes hynext)



2 hy- hyFinancial hy(ensuring hyowner hyis hyfinancially hyprepared)

3 hy- hyBusiness hy(maximizing hytransferrable hyvalue)



What hyare hythe hy2 hyconcurrent hypathsFregarding hyleadership hyin hythe hyValue hyAcceleration
hyMethodology? hy- hyCORRECT hyANSWER hy-Personal hyand hyBusiness

, What hyis hythe hyone hygoal hyof hythe hyValue hyAcceleration hyMethodology? hy- hyCORRECT hyANSWER hy-1 hyGoal hy=
hyValue!




True hyor hyFalse hy- hyExit hyPlanningFis hygood hybusiness hystrategy hy- hyCORRECT hyANSWER hy-True!



What hyis hyexit hyplanning? hy- hyCORRECT hyANSWER hy-
An hyexit hyplan hyasks hyand hyanswers hyall hythe hybusiness, hypersonal, hyfinancial, hylegal hyand hytax hyquestions
hyinvolved hyin hytran hysitioning hya hyprivately hyowned hybusiness.




It hyincludes hycontingencies hyfor hyillness, hyburnout, hydivorce, hyand hydeath.



Its hypurpose hyis hyto hymaximize hythe hyvalue hyof hythe hybusiness hyahead hyof hythe hytime hyof hyexit, hyminimize hytaxes,
hyand hyensure hythe hyowner hyis hyable hyto hyaccomplish hyall hyhis hyor hyher hypersonal hyand hyfinancial hygoals hyin

hythe hyprocess.




WhatFare hythe hy4 hyconcepts hyof hyRelentless hyExecution hy(VAAR)? hy- hyCORRECT hyANSWER hy-
hyVision, hyAlignment, hyAccountability, hyRhythm




What hyis hythe hybasic hyformula hyfor hycomputing hystrategic hyvalue? hy- hyCORRECT hyANSWER hy-
Recasted hyEBITDA hyx hymarket hymultiplier hy=

Value hyor
hy



Recasted hySales hyx hymarket hymultiplier hy= hyValue



WhatFis hythe hydefinition hyof hyValue hyAcceleration? hy- hyCORRECT hyANSWER hy-
A hyproven hyprocess hythat hyfocuses hyon hyvalue hygrowth hyand hyaligning hybusiness, hypersonal, hyand hyfinancial
hygoals.




What hy6 hythings hydoes hyValue hyAcceleration hydo? hy- hyCORRECT hyANSWER hy-
• Integrates hythe hythree hylegs hyinto hyone hyMaster hyPlan

• Is hygrounded hyin hyACTION

• Promotes hyuse hyof hyteams hyin hyan hyengaging hyprocess

• Creates hya hyroadmap hyto hysuccess

• Provides hyowner hykey hydeliverables hy& hymetrics hy• hyCreates hya hyLeap hyin hyValue