Cepa - Value Acceleration Methodology
Questions with Correct Answers 2025
Master planning - three key legs to a successful transition? - CORRECT ANSWER -
Personal plan, financial plan and business plan
maximizing
the value of the business, ensuring you are personally and financially prepared to maximize net proceeds,
and ensuring you have a plan for what you are going to do next.
What are the three gates of the Value Acceleration Methodology? - CORRECT ANSWER -Gate 1 - Discover
Gate 2 - Prepare
Gate 3 - Decide
What are the five stages of Value Maturity? - CORRECT ANSWER -1. Identify Value
2. Protect Value
3. Build Value
4. Harvest Value
5. Manage Value
What is the first step in the value acceleration methodology? - CORRECT ANSWER -Triggering Event -
a business valuation correlated to a personal, financial, and business attractiveness and readiness to dete
rmine where the business value lands in the range of value.
Where your business is in the range of value depends on what 3 factors? - CORRECT ANSWER -
(1) the results of your financial analysis and benchmarking; (2)your attractiveness score; and (3) your read
iness score.
What are the deliverables from the Discovery gate? - CORRECT ANSWER --
A specific and qualified list of personal, financial, and business strengths and weaknesses
- Correlated and used to justify present value and potential value
, - To establish a dollar value with regard to what value enhancement is worth
WhatFare the steps in the Discovery process? - CORRECT ANSWER -P Recast income statement
and balance sheet
P Complete financial analysis
P Pull benchmarking data
• Industry performance
• Recent trade multiples
P Complete a Personal, Financial, and Business Assessment which scores
the business's attractivenessFand the owner's personal, financial, and business readiness
P Correlate the interview scores with the business valuation and financial analysis
Final Step in Discover Gate? - CORRECT ANSWER -Prioritized Action Plan is created
P Personal / Financial actions
P Business actions
How do you get Recasted EBITDA? - CORRECT ANSWER -
you adjust any number on the income statement that does not reflect a true picture of the cash flows of t
he business.
Which financial benchmarks should you focus on? - CORRECT ANSWER -
Concentrate on gross margin as a percent to sales and EBITDA as a percent to sales.
What is the formula for determining the value of your business? - CORRECT ANSWER -
It is "recasted" cash, usually expressed as EBITDA, times a cash market multiple and recasted sales times a
sales market multiple
What are the four C's that can help increase the value (multiple) of the business? - CORRECT ANSWER -
Human Capital
Structural Capital
Customer Capital
Questions with Correct Answers 2025
Master planning - three key legs to a successful transition? - CORRECT ANSWER -
Personal plan, financial plan and business plan
maximizing
the value of the business, ensuring you are personally and financially prepared to maximize net proceeds,
and ensuring you have a plan for what you are going to do next.
What are the three gates of the Value Acceleration Methodology? - CORRECT ANSWER -Gate 1 - Discover
Gate 2 - Prepare
Gate 3 - Decide
What are the five stages of Value Maturity? - CORRECT ANSWER -1. Identify Value
2. Protect Value
3. Build Value
4. Harvest Value
5. Manage Value
What is the first step in the value acceleration methodology? - CORRECT ANSWER -Triggering Event -
a business valuation correlated to a personal, financial, and business attractiveness and readiness to dete
rmine where the business value lands in the range of value.
Where your business is in the range of value depends on what 3 factors? - CORRECT ANSWER -
(1) the results of your financial analysis and benchmarking; (2)your attractiveness score; and (3) your read
iness score.
What are the deliverables from the Discovery gate? - CORRECT ANSWER --
A specific and qualified list of personal, financial, and business strengths and weaknesses
- Correlated and used to justify present value and potential value
, - To establish a dollar value with regard to what value enhancement is worth
WhatFare the steps in the Discovery process? - CORRECT ANSWER -P Recast income statement
and balance sheet
P Complete financial analysis
P Pull benchmarking data
• Industry performance
• Recent trade multiples
P Complete a Personal, Financial, and Business Assessment which scores
the business's attractivenessFand the owner's personal, financial, and business readiness
P Correlate the interview scores with the business valuation and financial analysis
Final Step in Discover Gate? - CORRECT ANSWER -Prioritized Action Plan is created
P Personal / Financial actions
P Business actions
How do you get Recasted EBITDA? - CORRECT ANSWER -
you adjust any number on the income statement that does not reflect a true picture of the cash flows of t
he business.
Which financial benchmarks should you focus on? - CORRECT ANSWER -
Concentrate on gross margin as a percent to sales and EBITDA as a percent to sales.
What is the formula for determining the value of your business? - CORRECT ANSWER -
It is "recasted" cash, usually expressed as EBITDA, times a cash market multiple and recasted sales times a
sales market multiple
What are the four C's that can help increase the value (multiple) of the business? - CORRECT ANSWER -
Human Capital
Structural Capital
Customer Capital
