Business Succession Planning

Harvesting the Value of Your Business

Upcoming Dates

Check back for upcoming dates.

Instructors: Todd Turner and David Moore

This course aims to help business owners grow profitability and value by aligning business, personal and financial goals to maximize what they can harvest from the business they have built. This course provides a roadmap to what key deliverables and metrics drive enterprise value and how to create strategic action plans to mitigate risk and drive predictable results. Instructors will use real-world examples of successful exit planning and examples of the implications of poor planning. This course is intended for business owners who plan to exit or transition their business in the next 1–10 years.

At the conclusion of the course, participants will be able to:

  • Understand their current business attractiveness in the market.
  • Create action plans to define their current personal, financial and business readiness to transition/exit.
  • Understand the steps necessary to de-risk their business.
  • Clearly define the difference between "inside" and "outside" exit options.
  • Understand options for advanced personal planning to migrate the taxable impact of the sale of their business.