REAG’s Value Acceleration Support for CEPAs and Their Clients

Value Acceleration Methodology

Christopher Snider’s essential book, Walking To Destiny, equips business owners and their advisors with vital insights to unlock business potential, implement growth strategies, and unlock wealth. Within this text, Snider’s Value Acceleration Methodology comprises three distinct gates.

These gates are: Discover, Prepare, and Decide. REAG assists Certified Exit Planning Advisors (CEPAs) through the entire process; this includes offering crucial insights before the Discover phase begins – during a ‘Pre-Discover‘ phase. Overall, the Value Acceleration Methodology serves as a tool to amplify the collaborative value of the effort of CEPAs, their clients and REAG to increase revenue, assess performance, and set benchmarks for value generation. 

REAG supports CEPAs and their clients throughout the exit planning process

Gate 1: Discover

The Value Acceleration Methodology begins with the Discover gate, where businesses embark on a journey to align their goals with their actions. This phase entails a deep dive into the business landscape, encompassing a thorough assessment of strengths, weaknesses, opportunities, and threats. Key components include:

  1. Market Intelligence: REAG provides CEPAs with invaluable insights into market trends, valuation data, and real-time dealflow information. This enables CEPAs to approach client conversations armed with a comprehensive understanding of market sentiment, lending environments, and industry dynamics.
  1. Pre-Discover Collaboration: Early collaboration between REAG and CEPAs lays the foundation for extraordinary results. Through strategic discussions and the utilization of REAG’s Pre-Discover Checklist, CEPAs gain clarity on their clients’ needs, goals, and record-keeping practices. This information serves as a roadmap for guiding subsequent strategic decisions.
  1. Empowered Engagement: Equipped with market intelligence and strategic guidance, CEPAs can confidently engage potential clients, fostering meaningful partnerships and setting the stage for successful outcomes.


Gate 2: Prepare

The Prepare gate marks a pivotal phase in the Value Acceleration Methodology, where businesses translate insights into action plans for value enhancement. Key elements include:

  1. Strategic Planning: REAG collaborates closely with CEPAs and their clients to develop customized M&A strategies aligned with their vision and objectives. This collaborative approach ensures that every action plan is tailored to maximize value creation and minimize risks.
  1. Risk Mitigation: By identifying and addressing potential challenges early on, businesses mitigate risks and enhance their readiness for a successful exit. REAG’s expertise in risk assessment and mitigation strategies provides clients with confidence as they navigate the preparation phase.
  1. Continuous Support: Throughout the preparation process, REAG remains a steadfast partner, offering ongoing support and guidance to CEPAs and their clients. Whether it’s refining strategies, addressing emerging challenges, or reassessing goals, REAG is committed to facilitating a seamless journey toward value acceleration.


Gate 3: Decide

The Decide gate represents the culmination of the Value Acceleration Methodology, where businesses make informed decisions regarding their future path. Key considerations include:

  1. Strategic Choices: With a clear understanding of their business value and readiness, owners are empowered to make strategic decisions that align with their personal and financial goals. Whether it’s pursuing growth opportunities or initiating an exit strategy, REAG provides the insights and support needed to navigate this critical juncture.
  1. Flexible Options: REAG recognizes that every business is unique, offering a range of exit options tailored to individual needs. From family transitions to employee buyouts or third-party sales, REAG assists clients in exploring and executing the most suitable exit strategy for their circumstances.
  1. Advanced Value Acceleration: For businesses opting to continue their growth journey, REAG offers advanced value acceleration strategies aimed at maximizing value and optimizing operations. Through targeted acquisitions, REAG helps clients unlock their full potential and achieve sustainable growth.


The Value Acceleration Methodology serves as a comprehensive roadmap for businesses seeking to enhance their value and achieve successful outcomes. With
REAG’s expertise and support at every step of the journey, CEPAs and their clients can navigate the complexities of the exit planning process with confidence and clarity.

If you are ready to unlock the unrealized value of your company, reach out and let’s begin together.

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