CEPA TERM FLASHCARDS - SESSION 1
QUESTIONS WITH CORRECT ANSWERS
2025-2026
What are the 5 stages of the Value Maturity Index (IPBHM)? - CORRECT ANSWER -1. Identify
2. Protect
3. Build
4. Harvest
5. Manage
What are the 5 Leadership Concepts of the Value Acceleration Methodology? - CORRECT ANSWER -5 -
Value Maturity Index
4 - Intangible Capitals
3 - Legs of the Stool
2 - Concurrent Paths
1 - Goal = Value
WhatFare the 4 Intangible Capitals? - CORRECT ANSWER -1 - Human
2 - Structural
3 - Customer
4 - Social
What are the 3 legs of the stool of a successful exit strategy? - CORRECT ANSWER -1 -
Personal (planning for what comes next)
2 - Financial (ensuring owner is financially prepared)
3 - Business (maximizing transferrable value)
What are the 2 concurrent pathsFregarding leadership in the Value Acceleration Methodology? -
CORRECT ANSWER -Personal and Business
, What is the one goal of the Value Acceleration Methodology? - CORRECT ANSWER -1 Goal = Value!
True or False - Exit PlanningFis good business strategy - CORRECT ANSWER -True!
What is exit planning? - CORRECT ANSWER -
An exit plan asks and answers all the business, personal, financial, legal and tax questions involved in tran
sitioning a privately owned business.
It includes contingencies for illness, burnout, divorce, and death.
Its purpose is to maximize the value of the business ahead of the time of exit, minimize taxes, and ensure
the owner is able to accomplish all his or her personal and financial goals in the process.
WhatFare the 4 concepts of Relentless Execution (VAAR)? - CORRECT ANSWER -
Vision, Alignment, Accountability, Rhythm
What is the basic formula for computing strategic value? - CORRECT ANSWER -
Recasted EBITDA x market multiplier = Value
or
Recasted Sales x market multiplier = Value
WhatFis the definition of Value Acceleration? - CORRECT ANSWER -
A proven process that focuses on value growth and aligning business, personal, and financial goals.
What 6 things does Value Acceleration do? - CORRECT ANSWER -
• Integrates the three legs into one Master Plan
• Is grounded in ACTION
• Promotes use of teams in an engaging process
• Creates a roadmap to success
• Provides owner key deliverables & metrics • Creates a Leap in Value
QUESTIONS WITH CORRECT ANSWERS
2025-2026
What are the 5 stages of the Value Maturity Index (IPBHM)? - CORRECT ANSWER -1. Identify
2. Protect
3. Build
4. Harvest
5. Manage
What are the 5 Leadership Concepts of the Value Acceleration Methodology? - CORRECT ANSWER -5 -
Value Maturity Index
4 - Intangible Capitals
3 - Legs of the Stool
2 - Concurrent Paths
1 - Goal = Value
WhatFare the 4 Intangible Capitals? - CORRECT ANSWER -1 - Human
2 - Structural
3 - Customer
4 - Social
What are the 3 legs of the stool of a successful exit strategy? - CORRECT ANSWER -1 -
Personal (planning for what comes next)
2 - Financial (ensuring owner is financially prepared)
3 - Business (maximizing transferrable value)
What are the 2 concurrent pathsFregarding leadership in the Value Acceleration Methodology? -
CORRECT ANSWER -Personal and Business
, What is the one goal of the Value Acceleration Methodology? - CORRECT ANSWER -1 Goal = Value!
True or False - Exit PlanningFis good business strategy - CORRECT ANSWER -True!
What is exit planning? - CORRECT ANSWER -
An exit plan asks and answers all the business, personal, financial, legal and tax questions involved in tran
sitioning a privately owned business.
It includes contingencies for illness, burnout, divorce, and death.
Its purpose is to maximize the value of the business ahead of the time of exit, minimize taxes, and ensure
the owner is able to accomplish all his or her personal and financial goals in the process.
WhatFare the 4 concepts of Relentless Execution (VAAR)? - CORRECT ANSWER -
Vision, Alignment, Accountability, Rhythm
What is the basic formula for computing strategic value? - CORRECT ANSWER -
Recasted EBITDA x market multiplier = Value
or
Recasted Sales x market multiplier = Value
WhatFis the definition of Value Acceleration? - CORRECT ANSWER -
A proven process that focuses on value growth and aligning business, personal, and financial goals.
What 6 things does Value Acceleration do? - CORRECT ANSWER -
• Integrates the three legs into one Master Plan
• Is grounded in ACTION
• Promotes use of teams in an engaging process
• Creates a roadmap to success
• Provides owner key deliverables & metrics • Creates a Leap in Value
