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?
Tuition $498
Tuition free with eligible promo code.
The course is a tuition-based, two-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
Mill Works Company
"This course allowed me to understand multiple ways to exit my business and choose the best strategy for me, my family and employees" - David Burns.
Trucking Company
"The Tax Credits education alone was worth my time to take this class. I added six figures of year over year profit to my bottom line building value in my business" - Emma Greene
Manufacturing Business
"The tax mitigation topic was applicable to all capital gains as well the sale of my business. Although I am five years from selling, this course prepared me in profound ways" - Peter Johnson
What You Will Learn From This Course
What is the best exit strategy for me, my family, and my employees?
How do I build value for the buyer of my business?
Have I left money regarding tax credits and incentives on the table? (85% of business owners are eligible)
What is my business worth today?
How much time is required to sell or exit my business correctly?
What kind of team do I need to exit my business successfully?
How does my company compare to others in the same industry regarding key financial metrics involving liquidity, solvency, activity, and profitability?
How do I reduce or eliminate capital gains on the cash event of the sale of my business?
SCOPE™ is a national consortium of licensed instructors and trained exit planning professionals, each with a minimum of 20 years of real-world experience in their field.