- 12 Videos
- 12 Texts
- 8.0 hrs
Course Curriculum
Module #1 - Welcome & An Overview of The Marketplace for Exiting Owners
75:37
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Module #2 - Exit Goals of the Business Owner
58:45
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Module #3 - Mental and Financial Readiness for an Exit
42:23
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Module #4 - The Four Types of Exiting Owner
30:48
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Module #5 - Valuations for each Exit Option & Why They Vary
41:33
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Module #6 - The Five Major Transaction Options
44:17
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Module #7 - External Transfers Selling a Business: The M&A Process and Private Equity
54:07
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Module #8 - Internal Transfers: Employee Stock Ownership Plans (ESOPs), MBOs and Gifting
61:17
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Module #9 - Deal Structuring & Taxes
38:48
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Module #10 - Estate Tax & Legal Agreements
35:34
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Module #11 - Service Providers & The Advisory Team
37:41
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Module #12 - Pulling it all Together
47:02
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Course description
This 2-day workshop provides a self-paced introduction to Exit Planning for advisors.
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Instructor
Pinnacle Equity Solutions
781-821-2608