What is the Exit Planning Assessment (EPA) Report?
Engagement Process, Delivery & Payment Information
- Upon request for a EPA Report, a client engagement agreement is mailed to client, along with invoice for 50% of total cost.
- After fully-executed engagement letter and payment of deposit are received, an information questionnaire is delivered to client.
- Client interviews are scheduled for client and individual PET members, as needed.
- PET members draft their specific areas of the report.
- Reports are compiled and complete draft report is reviewed for completeness by all PET team members.
- All open issues are addressed within the PET team.
- After draft is approved by all PET team members, a comprehensive Executive Summary is produced.
- Completed EPA Report is presented to, and reviewed with, client.
- Upon delivery of final EPA Report, client is presented with invoice for remainder of fee. Balance is due in three (3) business days.
Get 50% back when you sell your business!
Upon sale of your business, 50% of the EPA Report fee will be credited back to business owner at close of escrow. This credit is available only when EMK Advisors is retained as M&A Advisor/broker.