Demystify the Role of an Exit Planning Quarterback: Once and For All

An owner looking to build transferable enterprise value and prepare for an eventual owner transition at some future date requires support from an interdisciplinary professional team with many specialized skills and shared insights. It is a complex project with many moving parts and sometimes competing priorities, requiring intentional and nuanced communication with stakeholders, precise coordination of resources and deliverables, intense information management, and a high tolerance for pain in the relentless pursuit of outstanding results.

When it comes to value building and transition planning a “quarterback” is critical – to the client, the team, and the process. An effective quarterback may well be the difference between a project with mediocre results and one that completely serves the needs of the owner.

The importance of effective quarterbacking is a bedrock principle of the CEPA Value Acceleration Methodology. But the role is actually not well-defined and lacks a good job description – until now.  This session clarifies the role, responsibilities and skills necessary to lead, manage, and deliver a successful value growth program no matter your professional discipline.