The simplifi process

If your exit is projected to occur within the next 2 to 10 years, then this page has been crafted for you and your unique needs. At this critical point in your ownership journey, you have two major priorities that demand your focused attention—keeping the business healthy and profitable while simultaneously preparing you and your family for your eventual exit. Both objectives must happen concurrently to ensure your success. By partnering with Todd Bailey, you will be empowered to navigate both paths successfully and efficiently through the SIMPLIFI process. Now is the time to take decisive action and secure your future!

The Simplifi Process

Click an image below for more on the Simplifi Process:

Flowchart illustrating a business framework with sections for discovering key factors such as comparative analysis, owner readiness, and business attractiveness, leading to owner focus on exit planning and business focus on value acceleration, with decision points for growth or exit.

EPI Value Acceleration Methodology


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Exit Coaching (CEPA)

The exit planning journey is composed of three distinct phases (Discover, Prepare, Decide), all meticulously designed to guide you, the business owner, through the SIMPLIFI process of objectively identifying what your business is worth today, determining what it could potentially be worth in the future, and discovering effective ways to enhance that value throughout this exit process. By carefully implementing the key strategies that are identified along the way, your business will not only become more profitable, but also thrive as you navigate toward the finish line. Todd (Certified Exit Planning Advisor, CEPA®️) will be your committed partner, providing invaluable support, accountability, and expertise as you work toward your ultimate destination. He will show you how to execute on your exit journey in order to effectively achieve all of your goals.

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EOS Entrepreneurial Operating System logo with a stylized light bulb inside a gear as the letter 'O' in 'EOS', using black and orange colors.

Value Acceleration (EOS)

The key to significantly accelerating the value of your business as you approach your exit is by implementing a comprehensive system upon which your business can effectively operate. By adopting the Entrepreneurial Operating System (EOS), you will successfully accomplish two crucial objectives - first, you will demonstrate to potential buyers that the business is not dependent on the owner, which in turn will substantially increase your profit at the point of sale. Secondly, it will empower you, the owner, to begin living the life you always dreamed of, a life that this business was meant to provide one day. By effectively implementing EOS into the business framework, the owner gains a clearer vision of what life can truly look like beyond the demands of running the business day-to-day. CLICK HERE to learn more about EOS.

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Trusted advisory team

As the owner moves decisively closer to the pivotal moment of his or her exit, there are a number of highly skilled and respected Trusted Advisors that must be brought in to assist throughout the SIMPLIFI journey. These advisors, who are experts in their respective fields, play a crucial role in ensuring that the owner navigates the complexities of this process and exits successfully. Todd Bailey has crafted an extensive network of Trusted CEPA Advisors who will be seamlessly integrated into the conversation at the appropriate time with their specialized services. If the owner already has an established relationship with a particular advisor, we will certainly leverage that existing connection. Conversely, if no such relationship exists, rest assured that we have every essential trusted advisor on hand, ready and equipped to execute the exit plan with precision and efficiency.

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In a 20-minute call with Todd you will learn

more about the Simplifi Process and the value it can bring to you and your family.

Are you ready to find out if this journey is a good fit for you?

Book a call now