Your client’s largest asset may be the least institutionally understood asset in the plan.
Exit planning runs on an 18-month-to-3-year runway. The Self-Assessment surfaces structural readiness in language a CEPA can use across multiple meetings without selling the client a separate product. The artifact is forwardable to bankers, buyers, and lenders — engine-rendered and identical across every partner who introduces it.
The artifact you’ve been describing in frameworks now exists.
The CEPA credential teaches value-acceleration methodology. What it doesn’t provide is a portable, fingerprinted record graded against the same ten axes the eventual buyer, lender, or LP will apply. The Self-Assessment is that record — and it lands cleanly inside the exit-planning cadence you already run.
- The SA gives the client an institutional readiness verdict before they sign with a banker. Your client walks into the banker conversation with a fingerprinted artifact — not a roadmap, not an opinion. That changes the negotiation rhythm with the M&A advisor entirely.
- The 18-month exit-planning runway aligns with the SA’s 18-month credit-forward window when the financial-articulation finding fires. The cadence of value-acceleration work maps to the cadence of evidence accumulation in the ladder.
- White-label artifact at channel pricing; co-brand wrapper. Your firm's logo, contact, and CTA on every memo your client receives. The memo body is engine-rendered and identical across every partner — that's what makes it survive the buyer’s IC.
- Re-engagement signal at 12–18 months when the client is closer to transaction-ready. The re-IRA or Gap Review at the natural cycle peg routes back through your code — your firm sees the upgrade signal first.
What we do NOT do to your CEPA relationship
The refusals below are the structural commitments that make the artifact safe to distribute under your name. They are not soft preferences — they are the architecture.
- No valuation, no transaction-feasibility opinion, no broker function — the engine refuses to grade what it cannot observe deterministically
- No tax, accounting, or legal advice — those engagements belong to the CPA and counsel in your client’s circle
- No direct marketing to your client — referrals stay attributed to your firm; renewal and re-engagement signals route through your code
- Memo body is engine-rendered and identical across all partners — co-brand wrapper is logo, contact, and CTA only
How CEPAs engage the channel.
Three commitment tiers ($10K / $25K / contact-us) reflect distribution volume across your book — not feature gating. Every CEPA's client receives the same engine output regardless of tier. Referral economics apply at every tier: 10% on warm intros that close on the upgrade ladder, 20% on qualified intros closing within 30 days.
Onboarding takes 2–3 weeks from agreement to first client memo. Your firm's cover page, contact details, and follow-up CTA are wrapper-only; the body of the memo is the engine output that the buyer's IC, the lender's credit committee, and the LP's review team will all be reading against the same standard.
Distribute the artifact your value-acceleration framework has been describing.
The first conversation is a 30-minute call. We walk through the commitment tier, the co-brand wrapper, the 18-month carve-out window, and the referral economics. We do not pitch — the page above is the pitch.