Exit Planning - Core Training

Pinnacle's Online Workshop | taught by Pinnacle Equity Solutions
  • 12 Videos
  • 12 Texts
  • 8.0 hrs

Course Curriculum

Module #1 - Welcome & An Overview of The Marketplace for Exiting Owners
75:37
Hide Content
Module #2 - Exit Goals of the Business Owner
58:45
Hide Content
Module #3 - Mental and Financial Readiness for an Exit
42:23
Hide Content
Module #4 - The Four Types of Exiting Owner
30:48
Hide Content
Module #5 - Valuations for each Exit Option & Why They Vary
41:33
Hide Content
Module #6 - The Five Major Transaction Options
44:17
Hide Content
Module #7 - External Transfers Selling a Business: The M&A Process and Private Equity
54:07
Hide Content
Module #8 - Internal Transfers: Employee Stock Ownership Plans (ESOPs), MBOs and Gifting
61:17
Hide Content
Module #9 - Deal Structuring & Taxes
38:48
Hide Content
Module #10 - Estate Tax & Legal Agreements
35:34
Hide Content
Module #11 - Service Providers & The Advisory Team
37:41
Hide Content
Module #12 - Pulling it all Together
47:02
Hide Content

Course description

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

Read More

Instructor

Pinnacle Equity Solutions
Pinnacle Equity Solutions

781-821-2608