If your goal as an advisor is to add value to your business owner clients and prospects by designing and executing highly valuable solutions-based plans, then our program is likely a good fit for you.
Focused on Real Results
“Do I want to merely discuss exit planning, or do I aim to assess, design, and help to solve exit challenges that owners face?”
Proof That The
Market Truly Values
The CBEC® provides training for a systematic approach, focusing on tangible deliverables and results for your owners and, therefore, for your practice as well. Our methodology isn’t just theory; it’s tried and tested, and we teach it to help you achieve the same results that many who came before you have accomplished.
The assigned reading for each Knowledge Domain adds to the lessons that are being taught and shows another perspective on each topic. In addition, our Exit Strategies School offers Bonus sessions that go beyond the “assigned” curriculum to include:
- practitioners who discuss how they use certain 6-step process and engagement tools to successfully engage owners and design and deliver exit plans,
- business owners who have been through the exit planning process and share their experiences,
- industry publications and additional reading materials
Our curriculum is curated and refined to offer you all that you need to be an effective exit consultant, while also offering additional, real-world lessons and concepts to help you develop higher levels of appreciation and perspective in this unique space.
What We Teach
Domain #1: Exit Planning Marketplace, Owner Needs, Advisor Goals and Resources
Domain #2: The Lower Middle Market / Private Capital Markets
Domain #3: Understanding, Assessing, and Engaging the Owner
Domain #4: Readiness of the Owner, Company, and Market – Value Gaps
Domain #5: Understanding the Corporate Entity
Domain #6: Valuation and the Range of Values
Domain #7: Business Value Growth Planning and Execution
Domain #8: Exit Options – External Transfers
Domain #9: Exit Options – Internal Transfers
Domain #10: Deal Structuring, Taxes, Legal Agreements, Estate Planning
Domain #11: The Advisory Team, Finding Exit Collaboration Partners
Domain #12: Writing and Delivering the Exit Plan
Our program equips advisors with the knowledge and skills needed for success, culminating in the prestigious CBEC® designation. Join us in staying ahead in the dynamic world of exit planning.
Our faculty, most of whom are authors of the books in the course, offer their real-world perspectives through our Executive Study Group sessions. These live sessions shape our students’ perspective on the art of exit planning and provide a unique opportunity to learn from industry leaders to complement and add to the reading and online modules.