Value Acceleration Plan

A date-driven plan that turns your Business Value Report into named milestones, named owners, and quantified impact on multiple — integrated with your existing CPA, attorney, and wealth advisor, tracked on a live dashboard.

What it is

From "what's wrong" to "who's doing what, by when."

The Business Value Report identifies the gaps. The Value Acceleration Plan closes them. We translate every priority action into a milestone with a date, an owner, an estimated impact on multiple, and a check-in cadence — then we run the program.

What you'll receive

Milestone Plan

Date-driven workstreams with hard-and-soft dependencies mapped end-to-end.

Owner Matrix

Every milestone has a named owner — Exit Engine, you, or one of your existing advisors.

Impact Model

Estimated multiple-impact per milestone, so trade-offs are explicit.

Live Dashboard

Real-time progress visibility for you and your advisor team. Updated weekly.

Sample workstreams

FINANCIAL

Move from cash to accrual; rebuild trailing-12 EBITDA

CUSTOMER

De-risk top-customer concentration from 38% to under 25%

TAX

Restructure entity for QSBS-eligibility window

OPS

Document top 12 processes; reduce owner-dependence flags

LEGAL

Refresh customer contracts; tighten IP assignments

TEAM

Stand up a #2 with documented authority outside the owner

Integration, not replacement

Your CPA stays your CPA. Your attorney stays your attorney. Your wealth advisor stays your wealth advisor. The Value Acceleration Plan is the shared plan that lets all of us run in coordination — not a memo asking them to step aside.