AN EDUCATIONAL COMMUNITY for SUCCESSFUL BUSINESS OWNERS
BUSINESS EXIT PLANNING AND PROFITABILITY COURSE
LEARN HOW TO SUCCESSFULLY TARGET AND PREPARE FOR THE EVENTUAL EXIT OR SALE OF YOUR BUSINESS
Selling your business may seem far off, but taking the time now to begin thinking about what a transition might look like ensures you will be prepared when you are ready to sell.
However, will your business be ready to sell?
However, will your business be ready to sell?
Tuition $498
OR: Tuition free with eligible promo code in email.
The course is a tuition-based, three-hour virtual learning experience over two evenings taught by multiple SCOPE™ faculty who are national experts and certified in their specialty.
Our National Systemic Problem
The State of Owner Readiness
Source: Exit Planning Institute
20%
Due to poor exit planning, only 20% of businesses will sell over the next ten years.
83%
83% do not have a plan, or have not documented or communicated their plan
67%
67% do not understand available options to exit or sell their businesses.
2024 Course Syllabus
From properly valuing your company to tax planning around the liquidity event, this course will help you learn about the multiple ways to exit your business, how to minimize tax impact, and how to manage the proceeds to replace the business owner’s income.
Section #1 - Building Multiples and Profits
- The Exit Planning Process Overview
- Various Exit Strategies for Selling Your Business
- Profitability through Tax Credits and Incentives
- Business Valuations
- Critical Terms and Definitions to Know
Section #2 - Exiting Your Business Successfully
- Wealth Optimization During Mergers and Acquisitions
- Wealth Optimization Using an Employee Stock Ownership Plan (ESOP)
- Best Practices for Internal and External Buyers
- Wealth Optimization Under a Succession Plan
- Best Practice for Buy-Sell Agreements
- Capital Gains Reduction Strategies
- Decision Tree for Selling/Exiting Your Business