Course Description

This 2-day workshop provides a self-paced introduction to Exit Planning for advisors.

Pinnacle Equity Solutions

Course curriculum

  • 1

    Module #1 - Welcome & An Overview of The Marketplace for Exiting Owners

    • Overview

    • Online Exit Planning Course - Module 1
  • 2

    Module #2 - Exit Goals of the Business Owner

    • Exit Goals of the Business Owner

    • Online Exit Planning Course - Module 2
  • 3

    Module #3 - Mental and Financial Readiness for an Exit

    • Mental and Financial Readiness for an Exit

    • Online Exit Planning Course - Module 3
  • 4

    Module #4 - The Four Types of Exiting Owner

    • The Four Types of Exiting Owner

    • Online Exit Planning Course - Module 4
  • 5

    Module #5 - Valuations for each Exit Option & Why They Vary

    • Valuations for each Exit Option & Why They Vary

    • Online Exit Planning Course - Module 5
  • 6

    Module #6 - The Five Major Transaction Options

    • The Five Major Transaction Options

    • Online Exit Planning Course - Module 6
  • 7

    Module #7 - External Transfers Selling a Business: The M&A Process and Private Equity

    • External Transfers Selling a Business: The M&A Process and Private Equity

    • Online Exit Planning Course - Module 7
  • 8

    Module #8 - Internal Transfers: Employee Stock Ownership Plans (ESOPs), MBOs and Gifting

    • Internal Transfers: Employee Stock Ownership Plans (ESOPs), MBOs and Gifting

    • Online Exit Planning Course - Module 8
  • 9

    Module #9 - Deal Structuring & Taxes

    • Deal Structuring & Taxes

    • Exit Planning Online Course - Module 9
  • 10

    Module #10 - Estate Tax & Legal Agreements

    • Estate Tax & Legal Agreements

    • Online Exit Planning Course - Module 10
  • 11

    Module #11 - Service Providers & The Advisory Team

    • Service Providers & The Advisory Team

    • Online Exit Planning Course - Module 11
  • 12

    Module #12 - Pulling it all Together

    • Pulling it all Together

    • Online Exit Planning Course - Module 12