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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 

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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?

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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

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Business Valuations

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Critical Terms and Definitions to Know

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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 

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SCOPE™ provides education and literacy through college-style educational courses and events. Helping people understand all areas of exit planning and strategy.

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?

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How do I build value for the buyer of my business?

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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?

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What kind of team do I need to exit my business successfully?

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How does my company compare to others in the same industry regarding key financial metrics involving liquidity, solvency, activity, and profitability?

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How do I reduce or eliminate capital gains on the cash event of the sale of my business?

A three-hour virtual course held on two separate evenings.

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Find your date and location now.

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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.

Contact our Education Coordinator!

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