Course Description

Successful completion of this course, including passing the final exam and submitting an Exit Plan, will lead to the Certified Business Exit Consultant™designation.

Pinnacle Equity Solutions

Course curriculum

  • 1

    Pre-Work: Private Capital Markets Modules

    • PCM Class 1

    • PCM Class 2

    • PCM Valuation

    • PCM Capitalization

    • PCM Transfers
  • 2

    Webinar Recordings

    • CBEC Training - Orientation Recording 5-14-19

    • CBEC Training - Class 2 Recording - PCM and MMS 5-21-19

    • CBEC Training - Class 3 Recording - Mental Readiness 5-28-19

    • CBEC Training - Class 4 Recording - Valuation 6-4-19

    • CBEC Training - Class 5 Recording - Mid-Term 6-11-19

    • CBEC Training - Class 6 Recording - CTB & Growth Strategies 6-18-19

    • CBEC Training - Class 7 Recording - ESOPs and Internal Transfers 6-25-19

    • CBEC Training - Class 8 Recording - Capstone 7-2-19

    • CBEC Training - Class 9 Recording - Final Review 7-9-19
  • 3

    CBEC Syllabus

    • Spring 2019 CBEC Course Syllabus

    • Spring 2019 CBEC Pre-Work Schedule

  • 4

    Midterm

    • Midterm Quiz