Exit Planning Masterclass Series

Dates:

Jan 14th- 9:30am – 11:30am – Session 1

Jan 28th- 9:30am – 11:30am – Session 1- Q&A

Feb 11th - 9:30am – 11:30am – Session 2

Feb 25th- 9:30am – 11:30am – Session 2- Q&A

March 18th –9:30am - 11:30am – Session 3

April 1st –9:30am - 11:30am – Session 3- Q&A

April 15th –9:30am - 11:30am – Session 4th

*All attendees need to register prior to the close date of January 28th

During this 14- week program receive instructional lessons, workbooks, and templates for how to draft your written Exit Plan. Gain clarity on the journey toward a sale and learn how to prepare yourself and your business to be operated by your successor.

This online program is results driven & designed with:

• small groups

• confidentiality

• workbooks & exercises

• paired accountability partners

You will come away with a written exit plan and clear direction on what your next steps are:

Course Modules:

• Understanding Business Valuation

• Personal Readiness & Future Planning

• Business Readiness in the Eyes of a Buyer

o Exit Options Analysis

• Timelines and Scenario Planning

Format:

• 4 Virtual Seminar Sessions

• Handouts and homework to be given at each session

• Live Q & A roundtable, hosted virtually, between each seminar

• Accountability partner self-directed sessions