Exit Planning - Core Training
Pinnacle's Online Workshop
This 2-day workshop provides a self-paced introduction to Exit Planning for advisors.
Pinnacle Equity Solutions
Overview
Online Exit Planning Course - Module 1
Exit Goals of the Business Owner
Online Exit Planning Course - Module 2
Mental and Financial Readiness for an Exit
Online Exit Planning Course - Module 3
The Four Types of Exiting Owner
Online Exit Planning Course - Module 4
Valuations for each Exit Option & Why They Vary
Online Exit Planning Course - Module 5
The Five Major Transaction Options
Online Exit Planning Course - Module 6
External Transfers Selling a Business: The M&A Process and Private Equity
Online Exit Planning Course - Module 7
Internal Transfers: Employee Stock Ownership Plans (ESOPs), MBOs and Gifting
Online Exit Planning Course - Module 8
Deal Structuring & Taxes
Exit Planning Online Course - Module 9
Estate Tax & Legal Agreements
Online Exit Planning Course - Module 10
Service Providers & The Advisory Team
Online Exit Planning Course - Module 11
Pulling it all Together
Online Exit Planning Course - Module 12